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.
Needle in a Haystack Is for Financial Services Investors
Filing Season Finds: Tuesday, March 6 – Specialty pharmacy red flag
Filing Season Finds: Friday, March 2
There is a strong correlation between improving ROIC and increasing shareholder value – CHART
China Bubble Theme Boosts Crescat Capital In February, But Pain Is Just Starting Says The Hedge Fund
Filing Season Finds: Wednesday, February 28
Lone Pine Misses The Big Short
My $125 Million Dollar Mistake
Crispin Odey: Capitalism At Risk Amid QE Unwind; Valuations At 1929 Levels
Volatility is the brother of credit… and volatility regime shifts are always driven by the credit cycle
Anbang Is China’s Lehman Moment: Crescat Capital
Arlington Value Wishes For “Moody” Market Volatility, Gets It One Day Later
One Of Buffett’s Favorite Investors Takes A Swipe At Grantham
Top-Returning Lyrical Explains How Active Managers Can Succeed
Throwing The Kitchen Sink At A Conservative Thesis
Saber Capital Management 2017 Annual Letter To Investors – “Do Your Job” – Some Thoughts on Large-Caps
Grey Owl Capital Q4 – We do not know the plot but we do know the setting & its potentially dangerous
13F Round Up

