Value Briefs
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.
Value Briefs
Lakewood Capital’s Shorts JOBS Act IPO
Lakewood Capital Shorts Include Ligand, iRhythm, Tesla, Celltrion, Aurora Cannabis, PRA Group and Canopy Growth
Gator Capital On Where To Find Alpha Right Now
Crispin Odey “At Last” Profiting As Market Drops; Details Bank Short
Seth Klarman On FAANG, Leverage, Discipline, Value Investing, Bitcoin, Disruption, Softbank, Reading And More
Farnam Street Q1: Lobsters, Buddhism, and Warren Buffett
Madera Main Fund Up 55% In 17, Gains 73% In Q1’18 – Details The Tech Revolution
Locust Wood Is Loving This Market Volatility
Seth Klarman Warns About Accelerating Disruption
Gator Financial: Uncovering Value In Financials
David Einhorn FULL Q1 Letter
FANG vs The Market
Value Briefs
Klarman On Softbank
Q1 2018 And 2017 Hedge fund Letters UPDATED 3/26
Small Hedge Fund Produces 280% Returns In Two Years
Value Briefs
Starboard Value Letter To Mellanox Technologies, Ltd. (MLNX)
After A (Rare) Strong Month Crispin Odey Continues Attack On Central Banks Warns of ” First taste of stagflation in 50 years”
Why I’m never going to work for an investment bank again

