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.
Denali Investors = Value + Special Situations + Hedges
Warren Buffett's Berkshire Hathaway Notes From 1965-2013
Crispin Odey "I Am Amazed To See So Many Are Fully Invested Given That Equities Are Already Fighting The Downtrend"
Cheyne Funds Wrap Up 2014 With Strong Sharpe Ratio; 18% Return
Bretton Funds 2014 Annual Letter – Big Banks
Patient Capital Management: So Much For Peak Oil!
First Eagle Global Value On A Gloomy Macro Picture
Allan Mecham Unloads Berkshire; Bets On Outerwall
Crispin Odey "There Is Really No Place To Hide"
After 66% Return In 2013, Denali Investors Up 19% In 2014
East Coast Q4 Letter: Twenty-Four Lessons I Learned From Andrew Carnegie
Allan Mecham On The Bullish Case For Sony And Alleghany
Morgan Creek Q4 Letter – Reflexivity: The Virtuous & The Vicious
Gator Capital H2 2014: Municipal Bond Insurers in Run-off
Allan Mecham’s Arlington Value Capital 2014 Annual Letter
Canyon's Bond Portfolio "Void Of Duration" As Concerns Exist
T. Rowe Price Japan Fund Q4 2014 Letter
Mawer Funds: Boris Godunov – The Prince That Never Dies

