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.
Tilson: DDD The Beginning of the End of the 3D; Long CALL
Third Point Performance Letter For January 2014
Low Oil Volatility From US Shale Production Hurts Astenbeck
Allen Global Has Best Year Since 2010
John Hussman – Double Trouble
Icahn Throws In The Towel On Apple: Letter To Shareholders
Trian Partners: Activism With An Eye On The Income Statement
Dodge & Cox Propelled By Financials, Healthcare, Returns 41%
Trapeze Asset Management – Seeking Attractive Values
Olesen Value Builds Stake in Small, Profitable, Asset-Rich Euro Stock
Tocqueville Delafield Fund Q4 Letter: Investment Process
Kao's Akanthos Capital Up in 2013 On Fannie Mae, Freddie Mac Prefs
Kao’s Akanthos Capital Up in 2013 On Fannie Mae, Freddie Mac Prefs
Jeff Auxier: Bullish On UK; Bearish on US, China
Sandler Capital Buys BMW, Sells Google In Rough Year
Och-Ziff Capital Transitions From Hedge Fund To Solutions Provider
Chuck Akre's Fourth Quarter Letter to Clients
John Keeley's Keeley Funds Annual Letter to Shareholders 2013

