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.
The Gabelli ABC Fund: M&A – "The Deal Fund"
Longleaf Partners Fund 2Q15 Commentary: Long Chesapeake, Vivendi, CONSOL
JDPI 2Q15 Letter To Investors – Value In NOLs
Kovitz Investment Management – Summer 2015 Investor Letter
Donville Kent: Where Is The Growth?
Hotchkis & Wiley Large Cap Diversified Value 2Q15 Commentary
Weitz Value Fund 2Q15 Commentary: Long Baker Hughes
Grey Owl Capital Management 2Q15: Bond Bubble: The Bigger Short?
Saving SeaWorld: Moats, Whales, Sharks And Remoras
Ron Muhlenkamp Q3: Investor Credit Vs S&P 500
Dodge & Cox Global Stock Fund 2Q15 Commentary
GMO 2Q15 International Active Performance And Commentary: Japan!
Hayek Kallen 2Q15 President's Letter & Market Commentary
Dodge & Cox International Stock Fund 2Q15 Commentary
GreenWood Investors 2Q15 Letter: Long Fiat Thesis
Thornburg Value Fund 2Q15 Commentary
Apollo Asia Fund 2Q15 Manager's Commentary: Stormy macro, reassuring micro
Horizon Kinetics 2Q15 Commentary: Why Perfect Foreknowledge Won’t Help

