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.
Bill Nygren Q1 Letter: Long C, GIS, SNY, DEO
Gavekal: Analysts Wearing "Economic Beer Goggles"
Niederhoffer: CTAs Could Face Historic Challenges From Rising Rates
Larry Robbins On Monsanto's Impenetrable Moat and Hertz's Core Value
After 300% Return On Fannie, Freddie Prefs Value Fund Buys Russia
Rothschild: China Will Be Tested by Corporate Defaults
Glenview Capital Lauds Activism, John Malone; Notes J.C.Penney Mistake
Bestinver Reduces Spanish Exposure, Increases Cash Holdings
Loeb Up 3.1% In Q1; March Portfolio Return Summary
Armored Wolf Notes Ukraine News With Skepticism, Questions Citigroup
Westport Select Cap Fund: Massive Positions In UHS, PCP, WSH
Canyon Capital Has Strong February With Gains On I-Bank Liquidation
Brevan Howard Losses Mount As Fund Looks To Housing For Relief
Senvest Up 7% In February, After 80% Return In 2013
BREVAN HOWARD MULTI-STRATEGY MASTER FUND LIMITED

