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.
Diamond Hill Select Dumps PRU, JPM; Buys BEN
Odey European Fund Up 9.6 Percent, Expresses Concern
QCM Posts Strong Returns In Difficult Managed Futures Environment
Polygon Up Over 7 Percent In 2014 Despite Ukrainie Hit
Sequoia Fund 2013 Letter: The Bullish Case For VRX
David Winters: Ten Best Performers In S&P Have A PE Of 58
Diamond Hill Large Cap Fund Buys MMC, BEN; Sells HIG, SCHW
Klarman On Tesla Motors Inc, Netflix: Bubbles, Bubbles, Everywhere
Armored Wolf Outlines Investing Plan For Ukraine, Bitcoin Uncertainty
Ken Heebner 2013 Letter: Continued Bets On Rising Rates
Ariel International, & Ariel Global Fund – Healthy Ideas
Seth Klarman: Investors Downplaying Risk "Never Turns Out Well"
Seth Klarman: Investors Downplaying Risk “Never Turns Out Well”
Seth Klarman: Fed Created Truman Show Style Faux Economy
Bruce Berkowitz Attacks Fannie Mae, Freddie Mac BOD [FULL LETTER]
Leucadia Annual Letter: Long LinkEM; On Value Focus
Icahn Writes Yet Another Angry Letter To eBay Shareholders

