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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Howard Marks: What Does the Market Know?
Pzena Investment Management 4Q15 Commentary – Supermajors Valuations
Jonathan Ruffer's January 2016 Letter & CF Ruffer Total Return Fund Performance
Euclidean 4Q15 Letter – The Time For Value
Arquitos Capital Management 4Q15 Letter: Microcap Value Stocks
Wedgewood 4Q15 Letter – Back To Our Regularly Scheduled Stock Market
Donville Kent Asset Management 4Q15 Update
Whitney Tilson "I feel like a kid in a candy shop"
Sui Generis Investment Partners – Outlook For WestJet Airlines
Curreen Capital Partners 4Q And 2015 Year End Letter
Viking Global Up 8.3% In 2015; Hedge Fund Boosts Valeant Stake
T11 Capital Management 2015 Annual Letter: Up 40%, Long Lehman Capital Trust Preferreds
Horseman Capital Management: Yellen Knew The Words Vader Spoke Were True
Global Return Asset Management 2015 Letter: Verizon & Spectrum Analysis
Ron Muhlenkamp 4Q15 Letter: Searching For Yield In A Low Interest Rate World
Rothschild: Oil Market Is More Finely Balanced Than Is Generally Understood
Howard Marks New Memo: The Negatives Build
Hempton 2015 Letter: "Valeant is a potentially lethal mix of byzantine accounting"

