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.
Moerus Worldwide Value Fund 1H17 Letter To Investors
FPA Capital Fund 2Q17 Slides – Passive Investors Own ~15% Of AMZN
Alluvial Fund Gains 17% YTD On Under The Radar Securities
Madera Technology 2Q17 – Password: Swordfish – The Truth is Scarier than Fiction
Stone House Partners Up 157% YTD
IP Capital Partners 2Q17 Commentary – Moats
As Assets Leave, Passport Capital Adjusts Strategy, Looks To Cryptocurrency Craze to Boost AMD
Margate Capital Likes "Left For Dead" Smaller Internet Stocks
Margate Capital Likes “Left For Dead” Smaller Internet Stocks
Paul Singer: The Passive Blob Is In "Danger Of Devouring Capitalism"
MCN Capital Management – Everything is Awesome and Disruptors That Can Never Be Disrupted
Mittleman Investment Management 2Q17 Investment Review
Broyhill Asset Management 2017 Mid-Year Letter
Alpine Capital Research 2Q17 Commentary
Paul Singer Sees 2008 Style Crisis Brewing in China
Paul Singer Braces For Market Collapse, Hammers "Deity-like Central Bankers"
Updater: The Next Uber Or Airbnb?
Grey Owl Capital Management 2Q17 Commentary

