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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Arquitos Capital Partners Up 64% In 2017 – Long MMA Capital
Howard Marks: Latest Thinking
Weitz Value Fund 4Q17 Commentary
URI Capital: Finding Value In Financials
Paradise Lost
GDS Investments January Investor Update
Crispin Odey Needs A Hug
Hedge Fund With 3.76 Sharpe Warns Of Danger In Credit Markets
Farnam Street Investments January 2018 Client Letter
“CRYPTO CRASH” — JANUARY PROVIDES HUGE OPPORTUNITIES IN THE CRYPTO CURRENCY MARKET, SAYS MANAGER WITH “2017 UN-AUDITED PROFORMA RESULTS OF +11,115%”
Kerrisdale Delivers 19.8% in 2017, Pulls In Net Exposure Levels
Seth Klarman’s Dead Unicorn Trade
One Of The Last Remaining Short Only Hedge Funds Warns Of Risk Parity "Liquidity Crash"
One Of The Last Remaining Short Only Hedge Funds Warns Of Risk Parity “Liquidity Crash”
FrontFour Capital Gains 12.4% Thanks To Fiat
Horizon Kinetics 4Q17 Portfolio Update – The CalPERS Return Problem and its Contribution to the Bubble. [Slides]
Euclidean Technologies 4Q17 Letter – How Well Do Investors Predict the Future?
David Einhorn’s Greenlight 2017 Q4 Letter: Long Twitter

