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.
Thornburg Value Fund 3Q16 Portfolio Manager Commentary
Ariel Focus Fund Q3 2016 Commentary
Global Return Asset Management 3Q16 – Cash is a Capital Allocation Strategy
Dodge & Cox Stock Fund 3Q16 Commentary
Golden Door Asset Management 3Q16 Shareholder Letter
OC Premium Small Companies Mandate September 2016 Commentary
Brevan Howard Global August 2016 Commentary
Viking Global Pairs Losses Gains 5.7 Percent In Q3
Cliff Asness: Hedge Funds Search for Their Real Killers
Ariel Investments September 2016 Commentary
Seth Klarman on productive worrying
FPA Capital Fund 3Q16 Commentary; Up 12.28 Percent
Steven Romick Up 5.50% YTD; Says "The world generally doesn’t change enough to justify taking pen to paper more frequently"
Arquitos Capital Partners 3Q16 Investor Letter Up 38% YTD; 27% CAGR
Hazelton Capital Partners 3Q16 Investor Letter; Up 15.5% YTD
Muhlenkamp And Company 3Q16 Commentary
Perritt Capital Management 3Q16 Commentary: "You Can't Always Get What You Want"
Crescat Capital: China is the lynchpin: the credit and currency bubble that has caught the world off guard

