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.
Third Avenue Credit Fund Annual Report: "We believe there is significant upside in the Fund"
OC Premium Small Companies Mandate – Strong Growth Prospects For Portfolio
Jensen Quality Growth Fund Holdings Update – Sell DuPont
Bronte Capital: A World Full Of Quality Shorts
Petra Korean Value Equity Strategy 3Q15 Letter
Yahoo! Inc (YHOO): Canyon Capital Letter To Board of Directors
Jensen Quality Growth Fund Year End Commentary
Kingsford Capital’s Holiday Card For 2015: Pull (one) over Holiday Sweater
High Yield Debt – The Horses Have Already Left
Bill Ackman Detailed Long Valeant, Short Herbalife Thesis – Q3 Letter
Three Ex-Third Avenue Employees Launch Moerus Capital Management – Introduction Letter
Third Avenue Value Fund 4Q15 Commentary
Troy Marchand's Foundry Capital Group 3Q15 Letter: Special Situations
Bruce Berkowitz: TBTF Banks Behind Fannie Mae & Freddie Mac Disinformation
Third Avenue High Yield Fund Halts Redemptions, Plans Liquidation [UPDATED]
Martin Whitman: Going Concerns Vs Investment Type Companies
Brazilian Public Debt Is Rising at an Unmanageable Trajectory : Luis Stuhlberger
GMO's Jeremy Grantham: Give Me Only Good News!

