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.
Paul Singer Attacks Fed, China, “Leakers” In Q2 Letter
Arquitos Capital Partners Up 8% Net In Q2
Jensen Quality Growth Fund 2Q15 Commentary
Omega Advisors Still Bullish; Shrugs Off China Fears
Polaris Global Value Fund 2Q15 Commentary
Sears Holdings (SHLD) Boosts Fairholme Focused Income Fund
Barac Value Fund 2Q15 Letter – Twitter Thesis
Bill Gross Investment Letter "Stinky Was My Brother’s Cat"
Odey: China Market Burst Threatens Entire Economy
Marshall Wace Has Strong Q2; Remains Exposed To China
Farnam Street Investments July 2015 Client Letter
Bruce Berkowitz's Fairholme Fund 1H15 – Questions For Government On Fannie Mae
FPA Capital Fund 2Q15 Commentary: Credit Market Worrying
Iolite Patners: Thoughts On Investing In A Negative Yield Environment
IVA International Fund 2Q15 Commentary
Omega Advisors, Inc. Up 2.3% YTD; Benefits From Macro Bets And Short Positions
Hugh Hendry June Returns Hurt By China Crash
Ariel Focus Fund Q2 2015 Commentary

