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.
Dialectic Capital loses Money on its CAST and HLF Short Bets
SAC Capital Adds Facebook, Hess and AIG, Sells US Steel
Greenlight Capital Buys CI, CVH, UNH Adds To ABX, XRX, Sells DELL
John Burbank Buys KMI, HFC, LMT, Adds WYNN, EBAY, Sells ABT, AMZN
Eton Park Buys C, MS, CHK, GDX Largest Positions NWSA, AAPL, DG, EBAY
Tiger Consumer Buys DG, KORS, KFT, MCK, GOOG, Largest Holdings SHW, FB
Dodge & Cox Buys JCP JPM, DELL and DOX Adds to CS BHI and S
Tom Gayner's Markel Buys ADM, BRK.A, SLB, WAG, GOOG Sells ITC and NSH [UPDATED]
Klarman Compares Treasuries Bunds and JGBs to Subprime and Greek Debt
Jana Partners Exceeds Expectations: Fund Up 11.2 % YTD [UPDATED]
Pershing Square Hires Ben Hakim of BX for SR. Role; Fund Up 3.3% YTD
Dan Loeb's Third Point Sells PRQ Equity and Debt
Kingstown Capital Up 10.6% YTD; Fund Buys RGS, VRNT, BKS and CMVT
Cazenova’s European Equity Hedge Fund Shorting German Auto Stocks
Memo to Green Mountain (GMCR) Management
John Paulson’s Recovery Fund up 9%: Top Holdings HIG, MGM
John Paulson's Paulson & Co. Q1: Europe, Europe, Europe
Hedge Fund Top Positions: AAPL, GOOG, WYNN and HCA

