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.
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
Moerus – Long Atlas Mara Limited And BR Properties S.A. ; Getting What You Don’t Pay For
IceCap Capital Management – Money has no feelings
Motiwala Capital 2017 Annual Letter – Long Nichiwa Sangyo
Hound Partners Hiring Despite Collapse In Hedge Fund Dispersion
Margate Capital: Betting On A Content "Arms Race"
Margate Capital: Betting On A Content “Arms Race”
Mittleman Has Big Gains From KB Financial, Aimia Inc. And Sberbank
Icahn Opposes ‘Fuji’s Scheme to Take Control of Xerox “Without Spending a Penny”’
Dalio – It’s All Classic: The Main Questions are About Timing and What the Next Downturn Will be Like
Tiger Global Has 50% Return On Longs As Shorts Get Amazoned: Hedge Fund Looks To Expand
Global Return Asset Management 2017 Year In Review – Risk Management
Bronte Capital Has Gain On 40% Drop In Canadian Miner; Goes Long World Acceptance Corp.
Crescat Global Macro Up 12% On Bearish Bets Expects Pain Is Just Starting
Higher UST Yields Hit Hedge Fund Fees

