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.
Muhlenkamp And Company 2Q16 Commentary
Thornburg Value Fund 2Q16 Commentary "factor investing"
Wedgewood Partners 2Q16 Letter – Brexit
Global Return Asset Management 2Q16 Commentary
GoodHaven Fund 2016 Semi-Annual Letter
Polaris Global Value Fund 2Q16 Commentary
Pershing Square 2Q16 Conference Call – Herbalife: No Longer “Business” As Usual
Greenwood Investors 2Q16 Updates
Hoisington 2Q16 Commentary – Debt And Demographic Disaster
Iolite Partners Down -14.5% In 1H16
Denali Investors 1Q16 Investor Letter: Rough Quarter
TGV Partners Fund 1H16 Commentary: Don't Be A Dividend Monkey
Dodge & Cox Stock Fund Up 1.7% In 2Q16
RV Capital H1 2016 Commentary – “Is it possible to be long-term and contrarian?
Pzena Investment Management 2Q16 Commentary
Milkwood Capital June 2016 Letter – Does Not Buy Brexit "Excuse"; Returns 15% YTD
Sui Generis – Up 8% YTD Despite Net Short
Sandon Capital Activist Fund June 2016 Commentary

