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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.
Exclusive Insights
Exclusive Insights
‘The Big Short’ Greg Lippmann Agrees With Scott Bessent’s That Wall Street’s Reign Is Ending [Exclusive]
Semper Augustus Investments Q4 2024 Commentary
Exclusive Insights
Fifth Hill Capital: Trump Return Didn’t Boost Small-Caps; Value Underperformed to Growth Stocks
Exclusive Insights
Up 12 Percent in 2024, ‘The Big Short’ Greg Lippmann Still Likes Solar PPAs [Exclusive]
Auscap Asset Management February 2025 Commentary
Exclusive Insights
DG Capital Rides High in 2025 With Gains In Anterix And Burford Capital
Exclusive Insights
Svelland Capital Delivered 11.12% in 2024; Keeping Strong in January With 0.79% Gain [January Commentary]
Broyhill Asset Management Q1 2025 Commentary
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Hedge Funds Are Snapping Up Shares of this “BadCo” Howard Hughes Spinoff
TMR Capital Q4 2024 Commentary
Exclusive Insights
Third Point Sold Its Full Stakes Danaher, Thermo Fisher, Tesla and Cinemark in February [Exclusive]
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Kerrisdale Capital Wins Big in January
Kernow Asset Management Down 3.85% in February 2025: New Position in Kistos
Exclusive Insights
John Armitage Outlines Theses for These Stocks [In-Depth Exclusive]
Absolute Return Partners March 2025: Tariffs or 2%
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Aaron Weitman’s CastleKnight Still Killing It with Annualized Net Returns of 29-30 Percent [Exclusive]
Stanphyl Capital February 2025 Commentary
RV Capital Q4 2024 Commentary

