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.
Exclusive Insights
This Cluster of Hedge Funds Is Starting to Win Big with this Portuguese Stock
Exclusive Insights
Tepper‑Backed CastleKnight, Run by Nephew, Suffers Record Q1 Losses [Exclusive]
Third Avenue Value Fund Q1 2025 Commentary
Exclusive Insights
Despite a Negative March, Kerrisdale Capital, Still Running Strong In 2025
Auscap Asset Management April 2025 Commentary
Exclusive Insights
Svelland Hit -9.47% YTD, Mostly Due to Tariffs; LNG, Tankers, and Resources Were Detractors
Arquitos Capital Up ~30% YTD (Through April 18th): Letter
Donville Kent Asset Management Q1 2025 Commentary
David Einhorn Dumps TKWY and SYENS, Analyzes Trump’s Tariff Strategy [Greenlight Capital Q1 2025 Letter]
Exclusive Insights
This Tail-Risk Fund Is Killing It in 2025 Amid Market Volatility
Saga Partners Q4 2024 Commentary
Apis Flagship Fund Q1 2025 Commentary
Kernow Asset Management March Letter: FTSE 100 Accounting Arbitrage
Black Bear Value Partners Q1 2025 Letter: Long Asbury Group
GDS Investments April 2025 Letter: These Stocks Are Well Positioned Post Tariffs
Howard Marks April 2025 Memo: Nobody Knows (Yet Again)
Tariff Impact On Video Game Industry And Electronics – Gabelli Funds
Global Return Value Investments March 2025 Letter: On Trump’s Tariffs

