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.
Jonathan Ruffer Letter: long–dated UK index–linked gilts Up 62% In 2016
Weitz Investment Management 3Q16 Commentary – The Arithmetic Of Changes In Yields
Luis Stuhlberger: Trump Victory Would Boost Yuan Short Positions
Sequoia Q3 Letter "A sincere thank you for sticking with us during a difficult time"
Oakmark Select Fund 3Q16 Commentary
Donville Kent Capital Ideas Fund September 2016 Commentary
Syncora – Large Investor Sends Board Letter, Activist Rumblings In The Small Cap Universe
Starvine Capital Corporation 3Q16 Letter Up 7%+ In Q3; Macro is overrated; absolute value is underrated
Mott Capital Management 3Q16 Letter
Whitney Tilson Q3 2016 Letter
Bill Nygren – Oakmark Funds 3Q16 Market Commentary
Matthews Asia 3Q16 Letter To Shareholders
Elm Ridge 3Q16 Letter Up 15% YTD – "I Feel Good"
Songbird Asset Management – October – The Scariest Month?
T11 Capital Management 3Q16 Commentary
Vltava Fund 3Q16 Letter – Indebtedness
Kerrisdale Capital Long Luxoft Holding Inc (LXFT)
Aristotle Capital 3Q16 Letter – The Essence: The Lion Dancer

