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.
Third Avenue Funds 2Q16 Letter
Denali Investors 2015 Letter – A Rare Down Year
Absolute Return July 2016 Letter – It all began with declining inflation
Verde Buys Petrobras Debt As Parente Takes The Reign
Aristotle Capital Management 2Q16 Commentary – The Essence
Stanphyl Capital Up 17% YTD Piles On Tesla Motors (TSLA) Short Thesis
Crescat Capital 2Q16 Investor Letter: China QE Dwarfs Japan And EU
Brevan Howard Global May 2016 Commentary
Cook & Bynum – A New Investment: Corporacion Lindley SA
Behavior Analysis in Hedge Fund Manager Evaluations
Crescat Capital – Persistent Protection & Growth In The Wake Of Brexit
Crescat Crescat Global Macro Fund Up +1.0% In June, +2.6% YTD
OC Premium Small Companies Mandate May 2016 Commentary
Leithner Letter – Are You Listening?
Rhizome Partners Q1 2016 Letter – Value Carnage
Gator Financial May 2016 Letter – Ambac: Undervalued Special Situation
Brookhurst Capital's Letter To AeroCentury Corp BoD
Sandon Capital Activist Fund May 2016 Commentary

