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.
Francis Chou is Worried about Canadian RE and Chinese Bubble
Rothschild WM Q3 Commentary on Alternatives
Brevan Howard: We Will have to Live With Materially Lower Returns
Would the Real S&P 500 Index Please Stand Up
Hugh Hendry Closes Yen Short, Says Emerging Markets Show Cracks
Trapeze: With S&P 500 Fairly Priced, More Reason to Embrace Bottom Up
Dodge & Cox Beats S&P in H1 Despite $50B AUM Handicap
Cove Street on Massive Proliferation of Non GAAP Metrics
Ackman Writes About Mistakes In Q2 Letter
Bill Ackman Notes 'Material Progress' on Herbalife in Q2 Letter
Warren Buffett Letter to Katherine Graham in 1975
Viking Global Buys Apple, Thermo Fisher, Sells Citigroup, Goldman
Grey Owl: Disequilibrium is Stable so long as Bernanke Holds Out
Charles De Vaulx: Valuations Now Attractive in China, Brazil
Ron Muhlenkamp: Stomach Not Strong Enough for Europe
Mason Hawkins Continues to Oppose Michael Dell’s Offer
Nelson Peltz Raises Over Half a Billion for Mysterious Investment
Trian Partners on Why Legg Mason is Superior to PIMCO

