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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Ray Dalio On The Fed Dilemma
The Absolute Return November Letter: Euthanasia Of The Economy?
Third Avenue: 'The Party Could be Over for Stocks' Debunked
FPA Capital: Finding Value In Select Small Caps Amid High Russell Valuation
Westport Funds Q3 Letter: Buys Potash, Willis Group
FPA International Value Fund: Case Study On UK Manufacturer
FPA New Income: Decline In Mortgage Debt Eclipsed By Increase In Other Types Of Consumer Credit
FPA Perennial Fund CC Call: The Long Case For O'Reilly
FPA Paramount Fund Explains Their Investment Process
Steve Romick Slashes Net Exposure As Stocks Soar On PE Inflation
Whitney Tilson Up 5.4% In October; Gains On GMCR, K12 Shorts
Hugh Hendry Slips Another Month On China; EM Currency Shorts
This Value Fund You Never Heard Of Has Been Crushing Peers For 15 Yrs
Dylan Grice On The Language Of Inflation
Khrom Capital Returns 30% While Holding 43% Cash Reserve [UPDATED]
Akre Focus Fund Up 27% On MA, MCO, DTV, MKL
Steve Romick Increases Cash As Value Opportunities Fade
Third Point Up 1.2 % In October, 19 Percent In 2013

