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.
Greenhaven Road Capital Up 48% In 2017, Nears Soft Close
Alpine Capital 2017 Letter: Margin of Safety And Icarus
Warren Buffett’s Favourite Oil And Gas Company
Ray Dalio: Short-Term Self-Interests Are Being Pursued To A Degree That It Is Threatening To Our Long-Term Self-Interest
Berkowitz: On Fannie Mae “I expect further gains from any Trump Administration-led initiative”
FPA Crescent Fund 4Q17 Commentary: Sovereign Debt Craziness
GoodHaven Fund 2017 Annual Letter – We feel that this past year’s frustratingly modest gains are tomorrow’s opportunity
Alluvial Capital Up 30% In 2017 – Long Otelco
Comeback Kid Delivers At Kerrisdale Capital, Goes Long MOMO
Pershing Square Update: Fannie Mae Nears Average Cost; Lone Nike, ADP, QSR, Etc. Sold HHC ” to address potential FIRPTA issues at PSH”
Hazelton Capital Partners 4Q17 Commentary
Crescat: Trump bubble likely to be mother of all GOP POTUS ebullience bubbles & key trigger in the bursting of China bubble
IP Capital Partners 4Q17 Commentary
The Amazon Of Hedge Funds Unhappy With 2017, Eyes 2018 Opportunities As It Continues Talent Hunt
Teton Capital, Stung By Short Exposure, Puts It On A “Leash”
Emerging Value Capital Management FY 2017 Letter – Long Hilan
Arquitos Capital Partners Up 64% In 2017 – Long MMA Capital
Howard Marks: Latest Thinking

