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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Pershing Square 2025 Annual Investor Presentation: Long Uber
Third Point’s Bet on Fannie Mae/Freddie Mac Credit Powers 2024 Gains [Exclusive]
Value Briefs
🎯 HFA February 2025 President Sale
Despite Negative GenAI Narrative for Software, This SMID-Cap Software Fund Smashed the Russell 2000’s Q4 and 2024 Returns
McIntyre Partnerships Q4 2024 Commentary
Black Bear Value Fund January 2025 Update
This Financials-Focused Hedge Fund Outlined Its Thesis for Shift4
Stanphyl Capital January 2025 Commentary
Broyhill Asset Management Q4 2024 Commentary
Kernow Asset Management Down 0.1% In January 2025: Short Close Brothers
Kerrisdale Partners Finished 2024 With 1.6% Gain
Unsustainable Disequilibrium – Crescat Capital
RGA Investment Advisors Q4 2024 Commentary
Starvine Capital Q4 2024 Commentary
Marram Investment Management Q4 2024 Commentary
John Armitage’s Egerton Capital Buys Capital One, Eli Lilly, Intercontinental Exchange
ACM Research Inc (ACMR): Fabrication of a 10-Bagger – Kerrisdale
Long Cast Advisers Q4 2024 Commentary

