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.
Focus On Management Excellence; My Interview Did NOT Go Well!
ValueAct Capital: Here’s Why Citigroup Is Now Like Microsoft In 2013
San Francisco Fund Manager Defends 2nd Largest Holding, Tesla, Sees 500k In Sales Ahead
ValueAct Capital Q1 2018 Letter: Making A Case For Bank Stocks
After 72% Return In 2017, Aussie Hedge Fund Up In April Thanks To Hot Short Trade
Old School Value Nugget Fest (May 8th Edition)
Value Briefs
Distributing Health And Happiness Throughout China
In His Latest Letter To Investors, Russell Clark Becomes Ned Stark Warning Of The Most Dangerous Winter Ever
Indaba Capital Management: GNC Credit Postmortem
Hedge Fund To Lessen Short Discussion In Letters Amid Squeezing
Value Briefs
Probability, Pigs And Markets
Half Moon Capital Has Strong Q1 2018 Thanks To One Position Up Over 230% In 2018
Arquitos Capital Management Long Westaim
A $90M Stock With Lots of NOLs, tax credit carryforwards, Cash Etc Which Could Easily Double
FPA Capital Fund 1Q18 Commentary – Be more nimble, avoid position inertia, Differentiate between long-term and opportunistic investments
Corsair Capital Management Exits Colony Northstar After Difficult Q1
James Montier: “Finance Has Turned The Art Of Transforming The Simple Into The Perplexing Into An Industry”
Old School Value Nugget Fest (Apr 25th Edition)
Value Briefs

