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.
Anglo Irish: The Builders' Bank – Marathon Asset Management
Fairfax Financial Holdings 2015 Annual Letter: The speculation in the high tech world ended in early 2016
Sandon Capital Activist Fund February 2016 Commentary
GMO 4Q15 Performance Update
Desai Capital Management – The Most Valuable Thing: Value vs. Value Trap
Ariel Investments February 2016 Commentary
SPX Capital January 2016 Letter: China's hard landing; lower oil prices
Dane Capital Management Fund 2015 Annual Letter To Partners
Brevan Howard January 2016 Market Commentary "There’s Little Margin For Error "
RIT Capital / Rothschild "The litany of problems which confronts investors is daunting"
Sardar Biglari's Biglari Holdings Inc 2015 Annual Letter: We Are "unlike most public corporations in structure, scope, and style"
Foundry Value Fund 4Q15 Letter To Partners
Whitney Tilson's Kase Fund Falls 7.3% In 2015 As Long Bets Backfire
Whitney Tilson’s Kase Fund Falls 7.3% In 2015 As Long Bets Backfire
Foundry Value Master Fund January 2016 Commentary
Hugh Hendry’s Eclectica Letter: The rate of living theory and an enduring US economic recovery
Olstein All Cap Value Fund 2015 Annual Letter
Relax, Mr Piketty, Inequality Will Be Reversed Big Time: Marathon

