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.
Kovitz Investment Group: Q2 Shareholder Letter
Bill Nygren on Using the Seven Year Treasury for Risk Free Rate
David Herro Q2: Japan is Japan; Abe's Talk Sure Sounds Good!
Kase Capital Up 9 Percent in H1; The Long Case for JDate
Absolute Return Partners: Much Ado about Nothing
Hollande is Wrong – the Euro crisis isn't Over as French Housing Tanks
Rand Strategic Value up 42% in Q2 on Why HHC Could Double
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

