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.
Brandywine Asset Management: Blood in the Streets
John Mauldin: How the All-Weather Fund Got Wet
Horizon Kinetics: Long Product Lifecycle is A Predictive Attribute
Dodge & Cox Buys Enel, Petrobras, Telecom Italia Debt
Bill Gross of PIMCO: The Tipping Point
Final Leucadia Shareholder Letter: Ian Cumming on 'The Last Hurrah'
Hugh Hendry Adds to Chinese Short Position in May Before Massive Price Collapse
First Manhattan Chastises Vivus For Inept Management
Odey European Gains in May From Short JGBs, AUD and Diageo
Two Rare Letters from Warren Buffett about Walter Schloss
Woodbine Capital Predicts Further Yen Gains as Dollar Strengthens
Another Rarity: Leucadia 2002 Shareholder Letter
Diamond Hill 2013 Annual Shareholder Letter
Whitney Tilson: I get some of my best ideas from following 13F filings of top investors, so with that in mind here are some
Leucadia Rare Letter from 2003 Uncovered
Cooperman Goes Short Yen Amid Fear of Currency War
Hutchin Hill Capital Up 10% in 2013, Credit PM Retires

