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.
Black Bear Value Fund November 2024 Commentary
Kerrisdale Capital Q3 Letter: Short This ‘Dumb Pipes’ Stock
From Russia with Cash: Nebius Group (NASDAQ:NBIS)
Goehring & Rozencwajg Q3 2024 Natural Resource Market Commentary: Copper and Uranium: The Coming Divergence
Top Hedge Fund Sees This Leading Glass Packaging Mid-Cap Stock Could Deliver 150%+ Returns [In-Depth]
Boothbay Flat for Q3 As Fundamental Long/ Short Equity Detracts; Firm Expands In Europe And Ups Crypto Arbitrage Strategy [Exclusive]
The Big Short’s Greg Lippmann Warns That a Hard Landing or High Inflation More Likely Than a Soft Landing
Kernow Asset Management Up 5% In November 2024
Hawk Ridge Capital Builds Short Position In This Supply Chain And Automation Large-Cap [Exclusive]
Up 11%+ YTD, Q3 Returns in Evanston Capital’s Led by Long/ Short Equity [In-Depth]
Proposed Treasury Secretary and Soros Protege Scott Bessent’s Three Key Themes for 2024 [Key Square Letter]
Hedge Funds Run in Opposite Directions on the Magnificent Seven
Hayden Capital Q3 2024 Letter: Up 38% YTD: Big Gains On AppLovin
Paul Singer: Cryptocurrency Is “A Dazzling Marketing Pitch And Nothing Else”; Gold Should Be The New Global Currency Reserve [Q3’24 Letter]
Donville Kent Asset Management November 2024 Commentary
Pantera Bitcoin Fund Hits 1,000x
Paul Singer: Skyrocketing PE valuations not necessarily a good thing [Elliott Q3 Letter]
Arnott Opportunities: Finding Opportunities In Highly Volatile Commercial Aviation Market

