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.
Lowell Capital Value Partners August 2024 Commentary: Long Thesis For This US Sports Retailer
This Former Sequoia Fund Partner Seeks Growing Maturity, Intrinsic Value at Portfolio Companies
Roubaix Ends August Flat After Volatility Sent VIX Up by the Second-Largest Single-Day Percentage Move Ever
RGA Investment Advisors 2Q24 Commentary: Consumer Opportunities In A Choppy Market
Volatility Strikes this Long/ Short Fund in Q2, but Not Enough to Crack Its Long-Term Record
Goldman Prime Insights: Exits From Chinese Equities; Financials Bought Like Hot Cakes
How David Tepper’s Nephew Killed It During the Bear Market of 2022 [In Depth]
Alpha Low Volatility Fund August 2024 Commentary
Broyhill Asset Management Q2 2024 Letter
Black Bear Value Fund August 2024 Commentary
Sandon Capital Activist Fund August 2024 Commentary
Absolute Return Partners September 2024: Why it is a bad idea to raise tariffs
Svelland Global: Gold Keeping The Momentum; Slow Season For Shipping Transport
Mittleman Value Partners: Long Grifols, NCR Voyix And These Other Stocks [In-Depth]
Alluvial Fund August 2024 Performance Update
Bronte Capital’s Largest Holdings
Bonhoeffer Fund Q2 2024 Commentary
Fundamental Equity Long/ Short Funds Drove Gains for This Multi Billion Dollar Multi-Strategy Manager in Q2

