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 Calls Out Policymakers for Mismeasuring Inflation
Paul Singer Questions Last Rate Cut as Fed Mulls December Decision Amid Rising Inflation; Sees Opportunity In These Energy Stocks [Q3 Letter]
GDS Investments November 2024 Commentary: Post-Election Pragmatic Optimism
Steamboat Capital Shares Thesis for CompoSecure, Shares Why Alphabet May Be Undervalued [Exclusive]
Apis Capital: Shorts Outperform Longs
Praetorian Capital’s Kuppy: What’s Driving Stocks
Crossroads Capital Q3 2024 Investor Letter
GrizzlyRock Value Updates Two Stock Theses, Shares New Idea: A Midcap Auto Services [Q3 Letter]
Southpoint Capital Disputes Allegations Regarding Kazakhstan’s Kaspi; Warns Of Dangerous Markets [Q3 Letter]
Svelland Capital: Commodity Equities Are Under Owned; China Looking At Qatar For LPG
Ashva Capital Management Q3 2024 Investor Letter
Strubel Investment Management November 2024 Commentary: Special Election Edition
Up 26 Percent YTD, This L/S Equity Firm Outlines Its Thesis for Carpenter Technology
Sandon Capital Activist Fund October 2024 Commentary
Greenhaven Road Capital 3Q24 Commentary: Lifecore Thesis
Engine Capital Up 10 Percent After Correctly Predicting the Small-Cap Rally
Black Bear Value Fund October 2024 Commentary
DG Value Shares Thesis for This Industrials Stock [In-Depth]

