Commentaries
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.
Commentaries
Commentaries
Since Inception RPD Fortress Fund Has Had Positive 32 Out Of 33 Months; Up 31% YTD
Commentaries
Third Point Q3 2025 Commentary – Long These Asian AI Stock Plays
Commentaries
Argosy Investors Q3 2025 Commentary
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Tycho Capital’s Scopia Market Neutral Equity Fund Matches S&P 500 With +2.0% August Gain
Commentaries
Horizon Kinetics Q3 2025 Commentary
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LHC Capital Highlights HUB24, MA Financial, And Life360 As Key Drivers In Q3 Outperformance
Commentaries
Buckley Capital Q3 2025 Commentary
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Praetorian Capital Q3 2025 Commentary
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Fulcrum Income Fund Delivers Best Month Of 2025 With +3.2% Gain In September
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Boosted By The U.S. Dollar Reversal, Tom Russo Looks For AI In Unusual Places [Q3 Letter In-Depth]
Commentaries
Miller Howard Investments Q3 2025 Commentary
Commentaries
Alluvial Fund Q3 2025 Commentary
Commentaries
Laughing Water Capital Q3 2025 Commentary
Commentaries
Cedar Creek Partners Q3 2025 Commentary
Commentaries
Deep Sail Capital Q3 2025 Commentary
Commentaries
Bretton Fund Q3 2025 Commentary
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Arquitos Capital Up 67% YTD, 14% CAGR Since Inception; Bullish On These Biotech Stocks
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Einhorn – AI Math Makes No Sense; OpenAI Bleeds; Microsoft & NVIDIA Bank: $1 -> $8 [Greenlight Capital Q3 25 Letter]
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