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.
Einhorn: Many Stocks Have Completely Disconnected From Valuations
After Tough Times In 2013, Omni Macro Fund Finds Footing In January
Muhlenkamp Finding Value In Biotech, Energy, Financials
AQR Delivers Mixed 2013 Performance; Managed Futures Was Rare Star
LongLeaf Partners Q4: Gains From CHK, FDX, DELL, AON, LVLT
Commodity Hedge Funds Strike Back: HSBC Weekly
FPA Perennial Fund On The Bullish Case For Signet Jewelers
FPA Paramount Fund On Why Index PE Can Be Misleading Figure
FPA International Value Fund Finds 23 Companies With Margin Of Safety
FPA Capital Fund: Russell 2500 PE Up 30% In 2013, EPS Growth Anemic
Paulson's Advantage Fund Up Nearly 30 Percent Despite Gold Losses
Paulson’s Advantage Fund Up Nearly 30 Percent Despite Gold Losses
SQ Advisors’ Top Holdings: UPS, Oracle, Wells Fargo, Berkshire
Charles De Vaulx: Finding opportunities in European Equities Remains Difficult
Howard Marks On OAK Call: Move Forward But With Caution
Microsoft Corporation (MSFT) Is Top Holding For Steven Romick’s FPA
Olesen Value Fund Up In January, Sells Topps Tiles
GreyOwl Capital Q4 Letter: A Speculative Consensus

