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.
Up 34% In 2017, Logos Muses Selling Is An Art; ROIC Proves Moats
Fasanara Capital – Fragile Markets On The ‘Edge Of Chaos’
Carl Icahn’s Letter To SandRidge Energy – Moving Beyond The Bonanza Debacle
Hoisington Q4 – Slow Inflation And Growth Ahead
Vilas Fund Partner Up 65% In 2017: Short Tesla Inc (TSLA) Is Now Largest Holding
Bronte Capital Up 28% In 2017 Amid Steinhoff Short; Nears Fund Closure
Global Allocation Fund December 2017 Commentary
Aristotle Capital December 2017 Commentary – Potholes
Lembirik Group Investments 2018 Annual Letter: Long KORS
Vltava Fund 14 Yr Anniversary – New Korean Position “It is no accident that Korea ranks number-one in the world for the number of patent registrations per inhabitant”
Weitz Investment Management 4Q17 Commentary – Value Matters
Jeffrey Pierce's Patience Wearing Thin With Cedar Realty
Barac Capital Management 4Q17 Letter To Investors: Gains On Roku
2017 Letters, Newsletter Sign Up – Year In Review
Hedge Fund Q3 Letters: Short HULU, AT&T & VZ; G&D; Pabrai Comeback; Ostriches; Paulson Loses … Again…. And More [UPDATED]
Hedge Fund Q3 Letters: Short HULU, AT&T & VZ; G&D; Pabrai Comeback; Ostriches; Paulson Loses … Again…. And More [UPDATED]
Crescast Happy Holidays With Some Bearish Charts
Hulu: This Velociraptor Faces Extinction

