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.
Bronte Capital Amalthea Fund April 2016 Letter: Why bother with shorting?
After Rough Q1 Marcato Quotes Buffett; Opens Stake In Realogy
GMO 1Q16 Letter – Keeping The Faith
Lakewood Capital 1Q16 Letter To Partners: Four Short Ideas
Sound Shore Fund 1Q16 Letter To Investors
FPA Capital Fund 1Q16 Commentary: Arris International plc, Western Digital Corporation
Greenhaven Road 1Q16 Letter To Shareholders – Mr. Macro – A Master Story Teller
Tweedy Browne Fund 1Q16 Letter To Investors: Prior Declines Not Large Enough To Find Bargains
Global Return Asset Management April 2016 And YTD Results
JDP Capital 1Q16 Letter To Limited Partners: Long Carrols Restaurants
Crescat Capital Here Is "a sign that China truly is facing a crisis"
Barac Value Fund 1Q16 Letter To Investors
Emerging Value Capital Management 1Q16 Letter To Investors – Up 7% In March
Steven Romick's FPA Crescent Fund 1Q16 Commentary: Shareholder Engagement
Vulcan Value Partners 1Q16 Letter: “Smart Beta" Ain't So Smart
GreensKeeper Value Fund April 2016 Letter – Inamatus Corus
Turtle Creek Equity Fund 1Q16 Manager Commentary – Up 6.2%YTD
Energy Focused Fund Brenham Gains 23.2% In 2015

