Investor Letters
Wondering what the smart money is up to? These hedge fund investor letters will point you in the right direction. We’ve got investor letters from leading and emerging managers around the globe, so you’ll always be up to date on what the smart money is doing. Some of the top hedge managers whose investor letters we cover include big name funds such as Dan Loeb, David Einhorn, “The Big Short” Greg Lippmann, Jeffrey Ubben’s ValueAct Capital, Marc Azer’s Two Sigma; as well as top emerging managers such as Alluvial Fund, Grey Owl Capital, Arquitos Capital, L1 Capital, Khrom Capital, Black Bear Value Fund, Kernow Asset Management, Gator Capital.
NOTE: We are not affiliated with nor do we endorse any funds listed. Stay on top of the latest in hedge fund commentary below. If you would like to see your fund covered please email us at info(@)hedgefundalpha.com. All inquires are confidential. We do not charge any money to cover funds nor do we accept compensation to be listed. We only cover those funds who we think are interesting or enhance the data (although we do not endorse any fund or investing they do). All emails are confidential and your investors will not know you sent us your letter. While we prefer prominent fund managers and top emerging fund managers we will accept other genres. However, your vehicle must be legally registered with FINRA (and if applicable the SEC) or your local equivalent (like the FCA in the UK_ to be considered. Also see our hedge fund database tool here.
Two Micro Cap Deep Value Plays With Lots Of NOLs
Value Briefs
Selling PIL 0%, Trim OPP/P, TJI +500-1000%
Value Briefs
Don’t Call It A Comeback – Stocks, Bonds, And A Regular Jam
Leon Cooperman Q1: Fade The 10 Yr, Markets Are Going To Continue Going Up
Bearish Yet Again – Horseman Global Closes Fund, Shorts Equities And Bitcoin Via Proxy
Value Briefs
FPA Crescent Fund – Strategy And Portfolio Companies [Slides]
Hedge Fund Blames ETFs For Poor Company Performance
Latest HSBC Hedge Fund Rankings – CHARTS
Value Briefs
This Is Why We Can’t Have Nice Things
Coho Capital 2017 Letter: The AIG Swan Song
JHL Capital is gearing up for a market crash
Value Briefs
Credit-Driven Train Crash, Part 1
Value Briefs
Carl Icahn Releases Open Letter To AmTrust Financial Services Inc (AFSI) BoD
Ackman Q1: Fraidin And Herbalife Out, Fannie Still In
13F Filings For Q1 2018: Hedge Fund Round-Up
Turns Out Chinese Hedge Funds Know A Thing Or Two About Alpha
Despite OnDeck, Khrom Capital Powers Ahead With Another Market Beating Year With 155% Portfolio Winner
First Eagle: “Passive Investing Could Prove To Be An Expensive Mistake”
Value Briefs

