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.
Whitney Tilson – Long Ideas: Howard Hughes & Fannie Mae; Zillow's Defense
Apogee: When Market Rigging Punished, Watch For Bull Markets To Return
Carlson Capital Sees Opportunity After "Great Financial Crisis" For Energy
Blue Tower Asset Management 1Q16 Commentary – EZCORP's Business
Jensen Quality Growth Fund 1Q16 Commentary
Steben Select Multi-Strategy Fund March 2016 Commentary: Flattish
Volatility Will Drown Investors: Artemis
Greenwood Investors 1Q16 Letter To Investors
Horseman Emerging Market Fund March 2016 Letter – China appears to be at the limits of its debt capacity
Horseman Global Fund March 2016 Letter: Why We Like The Short Squeeze
Oakmark Select Fund Hit On Citigroup, Bank Of America, AIG Bets
Kerrisdale Partners 4Q15 Letter – Genuine Parts & Brown & Brown Insurance
Leucadia National Letters 1978-2015
Weitz Investment Management 1Q16 Letter – Value Matters
Glenview Capital Management Bullish On HCA – Notes "One Of These Is Not Like The Other"
Glenview Capital Management Bullish On HCA – Notes “One Of These Is Not Like The Other”
Aristotle Value Equity 1Q16 Commentary – Amgen
S&C Messina Capital Management 2015 Inaugural Letter

