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.
Baupost Connects The Dots, Sees Crash "Accelerant" – Letter
Baupost Connects The Dots, Sees Crash “Accelerant” – Letter
Facebook Versus AOL, 18 Years and Counting: Can One Hide From The NASDAQ 100 In The S&P 500?
Euclidean Q2 – Using Simulations to Compare Valuation Measures for Selecting Inexpensive Companies
Massif Capital 2Q17 Letter To Investors
Sui Generis 2Q17 Letter – Gains On Shorts In Transforce, Exchange Income Corp., Badger Daylighting & Teck Resources
Blue Tower Asset Management Q2 – Long Fonar Corporation
Acacia Capital On Value Investing In The Amazon Era
RV Capital On Why Investing In ESG Focused Firms Is Also Good For Profits
Jonathan Ruffer July 2017 Commentary
60-standard deviation Movement
Dearness of the index
The ongoing triumph of reason over emotion
Burr Q2: Adding Machine Learning to a Latticework of Mental Models
Seth Klarman: A Bubble Warning From The Past
Jason Karp’s Tourbillon Capital: FAANGs Are Not Investments; Bubbles Everywhere
Dan Loeb Letter On Nestle
Odey Down Again, Sticks To Bearish Bets And Warns Of "Long, Hot Summer For The Bulls"

