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.
Dodge & Cox' Stock Fund Third Quarter 2014 Commentary
Longleaf Partners Down In Q3: FDX, BRK Biggest Gainers
Wally Weitz Q3 2014 Shareholder Letter
Broyhill Asset Management: Building an inventory of ideas
Horizon Kinetics – The Absence of Sectoral Diversification in the S&P 500
Weitz Value Fund Gains On VRX, DTV, MSFT, APA, ; Buys DISCA, PCP
FPA Crescent Fund Ups Equity Exposure Cash at 45%
Richard Pzena's Q3 Letter: Matching Time Horizons is Critical
Olesen Value Fund
Visium Global Fund Entered October With Significant Short Plays
Kovitz Investment Group – Q3 Letter: Fundamentals vs. Expectations
Mason Hawkins Hurt By Energy, EM In Q3
David Rolfe: Hardest Time To Beat S&P 500 Since Tech Bubble
Verrazzano Finds European Investing Challanging
Jensen Q3 2014 Investment Commentary
Ray Dalio: Productivity and Structural Reform
Albert Edwards’ Big Unanswered Question About Volatility

