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.
Tweedy Browne: Signs Emerge of China Recovery
Dialectic Calls Brookfield Property Partners A Ponzi Scheme; Short HCG
Hugh Hendry's Eclectica Battle On BoJ! Gains on Australian Shorts
Einhorn Buys Apple, Hess, Oil States; Sells Google, Yahoo, Xerox
Fairholme Capital 13F: Sells MBIA, Wells Fargo; Buys Sears Holdings
Elliott Capital 13F Buys Virgin Media, Microsoft; Sells Ford
Richard Perry Buys Apple Inc. (AAPL), Hess, Sells Nexen Inc., BP
Khrom Capital on Investing Versus Trading
David Einhorn Greenlight RE Conference Call [AUDIO]
Hugh Hendry Bought 40,000 Nikkei Call Option in 2008
Tweedy Brown Increases Cash as Equity Valuations Surge
Glenrock +0.6% In Q1, Loses In Gold Miners
Angela Merkel's Coalition Holds Fate of EU: IceCap Management
David Winters On an Example of Good Corporate Governance
The Value Investor Case for MBIA, BoFA, AIG and NewMarket
Paul Singer On Gold's Irreplaceability And Euro's Dark Future
Bill Gross Predicts Further Haircuts In Europe
Seth Klarman Cautions "False Sense Of Calm In The US"

