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.
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]
Broyhill Asset Management Q3 2024 Letter: New Longs In Rentokil Initial, Evolution And Nice
Up More Than 20 Percent YTD, Yost Capital Outlines Thesis for Ibotta, New Hybrid Short Strategy
Wellington Cotinues Winning Streak; Leads Hedge Fund Leaderboard With 30% Return YTD
ProChain Capital October 2024 Commentary: Up 29% YTD
Kernow Asset Management Up 2% In October 2024: Gains On (Metro?) Bank Short
Half Moon Capital Details New Sports Stock Short; Gains On Reddit Bet [Q3 24 Letter]
Alta Fox Opportunities Fund Q3 2024 Letter: Update On REV Group Thesis
Gator Capital Management Q3 2024 Letter: Long Chain Bridge Bancorp
Blue Duck Capital Partners’ Open Letter to Amazon
Absolute Return Partners November 2024: Time to Switch from Equities to Commodities?
TMR Capital 3Q24 Commentary: Long This Cheap AI Play [In-Depth]
Bretton Fund 2024 Q3 Shareholder Letter
Grey Owl Capital Management Q3 2024 Commentary
Alluvial Capital Management 3Q24 Commentary: Long This Swedish Internet Service Provider

