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.
Wally Weitz 'Not Crazy About The Prices Of Our Stocks'
Bill Nygren's Oakmark Select Returns 34%, With Big Gains On Daiwa Securities
Elliott Management Presentation On Juniper
Value Hedge Fund Returns 47% In 2013 With Gains on ALJJ, INFU
Marty Whitman Disappointed That Nobel Prize Awarded To Eugene Fama
Motiwala Capital Gains On BBRY, CTB, WDC, CNRD
Value Investing: Changing And Improving Your Investment Strategy
Bill Nygren Returns 37%, With Gains In IT, Financials, Industrials
David Herro Increases European Holdings; Reduces Japanese Exposure
Baron Funds Investment Process For Emerging Markets
Gerald Minack Contemplates Mistakes, Triumphs Of 2013
Buying a dollar for 50 cents; Focus on returns, not volatility
Gabelli Q3: Opportunities In M&A Amid Dearth Of Value
Tilson Up 17% In 2014 With Gains In IOC, KKD, OPK Shorts
Dan Loeb's Stellar Picks In 2013
Third Point Gains On Long Macro, Equity To Close Off 2013
Greenlight Returns 20% With Gains From AAPL, VOD, GM, MRVL
Third Point Re Ends 2013 With 24% Return

