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.
FPA Capital Fund Q2 Commentary: Long ATW, TWI Thesis
Longleaf Partners Gains On Chesapeake, Cheung Kong, FedEx
Paul Singer Notes Rich Irony Of French Riots
Eton Park Has Tough Q1; Hurt By Special Investments, eBay, VOD
Miller/Howard: Whither ZIRP And QE?
Westport Funds Buys BBBY, ZBRA, MSI; Sells STT, FST
Bronte Capital's First US Account Buys The Farm
Bronte Capital’s First US Account Buys The Farm
Alex Roepers' Cambrian Fund Up 12.4% YTD
Alex Roepers’ Cambrian Fund Up 12.4% YTD
Thornburg International Value: Opportunity In Japan
Chuck Akre Focus Fund Q2 Letter To Investors
Thornburg Value Fund Q2 Letter To Investors
Olesen Value Fund Q2 Letter To Investors
Ben Inker: Free Lunches and the Food Truck Revolution
Horizon Kinetics: The Shaky Foundations of Asset Allocation Practices, Continued
Third Point Takes Stakes In DSM, YPF, Fibra Uno
2003 – Klarman: Holding Cash in the Absence of Compelling Opportunity

