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.
Logos 2016 Letter – “The Worst Start To A Year Ever!”- Everyone – What are “baggers”?
Crescat Capital – Anbang should be viewed as China’s Lehman or AIG moment
Hugh Hendry Loses On Le Pen Trade; Goes All In On Four Bets
DoubleLine Funds June 2017 Webcast – Corporate Debt to GDP [Slides]
Global Allocation May 2017 Commentary
Stanphyl May 2017 Letter
Andy Hall Blames "Fake News" For Misleading On Oil
Andy Hall Blames “Fake News” For Misleading On Oil
IP Capital Partners 1Q17 – Pricing Power
Steven Romick May 2017 Letter: Two Decades Of Winning By Not Losing
Kerrisdale: Up 4.3% In Q1, But Will Straight Path Hurt Q2?
Paul Singer Says Joke Is On Developed World Economies Who Steal Growth From the Future
FPA Capital Fund 1Q17 Commentary
Crispin Odey Makes Mistake In Timing In Historical Analogy And Market Bets
Mohnish Pabrai "After Sears files for bankruptcy" it may make sense to buy Seritage again
Mohnish Pabrai “After Sears files for bankruptcy” it may make sense to buy Seritage again
White Bison Hit By Natural Grocers Has Worst Year Ever (UP 18 Percent)
FPA Crescent Fund 1Q17 Letter, Audio, Transcript: Arconic Letter And More

