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.
Blue Tower Asset Management 4Q15 Commentary – Losses On ENVA, EZPW, NICK
Barac Value Fund 4Q15 Commentary
Pershing Square Annual Presentation: Valeant (VRX) Mistakes And More [Slides]
FPA Capital Fund [UPDATED]
Donville Kent: The Pendulum Is Swinging For The Next Bull Market – Valeant
Longleaf Partners 4Q 2015 Commentary – Hit Hard On Chesapeake Energy, CONSOL Energy
Emerging Value Capital Management December 2015 And Annual Letter
Seth Klarman: Now's Not The Time To Give Up On Value
Seth Klarman: Now’s Not The Time To Give Up On Value
Alluvial Capital Management 4Q15 Letter To Clients: Long Paul Mueller Company, Regency Affiliates, Moleskine SpA
Ariel Appreciation Fund 4Q15 Commentary
Klarman "Catching Knives" Experiences Rare Yearly Loss, Looks Forward
Austin Value Capital December 2015 Commentary: Book Value – Price And Returns
Horizon Kinetics 4Q15 Commentary: An Important Time; The Dangers Of ETFs
Ariel Focus Fund 4Q15 Commentary
Clearbridge Value Trust 4Q15 Commentary
First Eagle 2015 Annual Letter: Shaky Start To 2016
Vilas Fund 4Q15 Quarterly Letter: Arbitraging the value vs. growth phenomena

