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.
Moab Capital Partners Up 8,4% YTD Details Bullish Tower Semiconductor Thesis
Black Diamond Energy: Spectra Energy Similar To KMI In 2015
Black Diamond Partners: There Are Only Two Hedges Right Now
Hummingbird Partners Q3 Letter: Two Unspoken but No Less Insidious Dangers
Voss Capital on Thinking, Fast and Slow by Daniel Kahneman
Crescat Capital 4Q16 Quarterly Conference Call – Twilight In Utilities
Vltava Fund 3Q16 Letter – How to decrease debt?
Carlson Capital Q3 "China is now pushing on a string – with dire consequences"
Carlson Capital Q3 “China is now pushing on a string – with dire consequences”
Brevan Howard Global September 2016 Commentary "Japan’s near-term future is clearer though uninspiring"
Corsair Capital Management 3Q16 Letter: Long Element Fleet Management Corp
Highbridge Capital Warns Of Volatility Storm Ahead
Grey Owl Capital Management 3Q16 Commentary: Long LUK, Miners, ESRX, Small Cap REITs
Greywolf Up 15.31% As CLO Market Trends Higher
Ascend Capital Well Positioned As Hedge Fund Warns Of Volatility
Oil-Focused Brenham Capital Continues To Charge Ahead With 20% YTD Return After 23% 2015 Gain; Short Rowan
Avenir Value Fund 3Q16 Commentary, Up 13.1% YTD; Gains On El.En
Dan Loeb Q3 Letter “Our democracy has also been meaningfully disrupted this year”

