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.
Balyasny: HFT, Activists Partially To Blame For Tech Decline
Many Happy Returns In 2013: Expectations And Reality
Steve Romick Equity Holdings At 51% As Bargains Disappear
Charles Gave Says Easy Eurozone Trades Running Out Of Road
FPA Capital Q1: Buys ATW, ESV; Sells OSK, SIG
Paul Singer: Yellen Is Real Power In US As Inequality Perpetuated
DoubleLine Q1 Letter
International Speedway Corporation (ISCA) Case Study From Value Fund
Ivory Notes Market Complacency As Longs In AAL, ACT, OSR, EA Gain
Longleaf On Its Gains Gains In DTV (With Credit To John Malone)
Senvest Gains 5 Percent In March, Finds More Short Opportunities
Gator Financial’s Long Thesis On Zions Warrants Explores Hidden Earnings Power
Brevan Howard March Letter: Inflation Remains Stuck In US
Tilson Up 8.4% In Q1 With Gains From HLF, CALL, SODA; Buys Fannie Mae
David Winters Sends Another Letter To Warren Buffett About Coke
Greenlight Capital Letter To Investors Q1 2014
Wintergreen Asks Shareholders to Consider Nine Points Before Voting on Coca-Cola’s Equity Plan
Miller Howard Investments Q1 Report

