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.
Whale Rock Capital: The $1 Trillion Tech Sector Opportunity
Robots Won't Rule The World, It Will Be Cobots, Says Hedge Fund
Lakewood Capital Opens Up Two New Short Positions In Q1
The Last 10 Tightening Cycles Triggered A Bear Market
L/S Equity And Activist Hedge funds Lead YTD
Alluvial Fund Up 2.9% In April
Gator Financial Partners 1Q17 Investor Letter: Kingstone Companies
York "disappointed that anonymous sources have presented an exaggerated and inaccurate description"
Hugh Hendry: Since the end of 2013 we have been avoiding betting on really bad things happening
Global Allocation April 2017 Commentary
Sequoia Fund 1Q17 Letter To Investors: We began buying another stock that we continue to buy
Mittleman Investment Management 1Q17 Commentary: Revlon, IGT Analysis
Alluvial Up 12.1% In Q1 On Small Cap Picks
Horizon Kinetics 1Q17 Commentary – We're Going Mainstream
Stanphyl April 2017 Letter
Russell Microcap Index Valuations And Prior Bear Market Recoveries
Bronte – Short Valeant Case Study
First Pacific On WMDs

