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.
Michael Lewitt's Third Friday Total Return Fund, One Of The Best Performing Hedge Funds
Chilmark Air 2017 LLC 4Q15 Letter: Aircraft ABS & EETC
East Coast Asset Management 2015 Annual Letter – Twin Lights
Steben Noncorrelated Approach Looks At Volatility As Opportunity
After Strong 2015, Maverick Capital Prepares For A Volatile 2016
Kyle Bass – China's $34 Trillion Experiment Is Exploding – Full Letter
Kyle Bass – China’s $34 Trillion Experiment Is Exploding – Full Letter
AMG Yacktman Focused Fund 4Q15 Commentary – “It’s like deja vu all over again”
Andy Hall’s Astenbeck Capital 2015 Annual Letter – Oil Is Going Up
SUI Generis – Absolutes, Nationality & The Definition Of Insanity
Tweedy Browne Fund 4Q15 Commentary: FANG Woes
Moerus Capital Letter: Asset-Based Investing In An Earnings-Focused World
Broyhill Asset Management 2015 Annual Letter: The Value in Value
Hempton: We are short some previously high flying shale companies
Half Moon Capital Short Book Up 28% In 2015
Broad Run Investment Management Q4 Letter: Dick's Sporting Goods, CarMax
Hazelton Capital Partners 4Q15 Letter; Long CUI Global Inc (CUI)
azVALOR First Letter To Investors

