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.
United Development Funding (UDF) Total Ponzi Scheme, Worth Zero: Hayman
BOJ Bazooka: Blasts Japanese Regional Banks And Households – Horseman Capital
Grey Owl Capital Management 4Q15 Letter: Opportunities In A Not So Hot Market
Jeremy Grantham: Ultra-low resource prices are not sustainable, U.S. Equity Bubble Update
GMO International Active EAFE Strategy 4Q15 Letter: China appears to have backed itself into a corner
Klarman Nails Fiduciary Definition, Calls Out Public "For Profit" Hedge Fund Model
Klarman Nails Fiduciary Definition, Calls Out Public “For Profit” Hedge Fund Model
Japanese Regional Banks Non Performing Loan Time Bomb – Horseman Capital
Polaris Global Value Fund 4Q15 Commentary
Vulcan Value Partners 4Q15 Letter
Bruce Berkowitz: Peter Lynch touted Fannie Mae as “the best business, literally, in America.”
Mark Spiegel's Stanphyl Capital Remains Short Tesla Motors Inc (TSLA)
GoodHaven Fund 2015 Annual Report – Down 17.5%
A Series Of Michael Burry's Scion Value Fund Annual Letters
RV Capital 2015 Annual Letter: Not all luck
Turtle Creek 4Q15 Manager Commentary
Alan Howard BH Macro Global 2015 Letter – Volatility Ahead
Farnam Street Investments January 2016 Client Letter: Yarak, Profit First, and Automation

