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.
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"
Steve Romick Sells in Q1 as Valuations Increase Faster than Growth
Kerrisdale Returns 10%: Gains on Omnicom, Herbalife, AMERCO
Canyon Up 6.26% In Q1, Bullish On European Corporate Debt
Tepper, Odey, Loeb Among Best Performing Hedge Funds in 2013
Carl Icahn Calls Transocean 'absurd, delusional, dishonest'
TT International +3.89% In Q1,Gains From Banco Santander Short
Odey Absolute Return Up 11.3% Gains on NewCrest Mining Short
Viking Global Gains From Long Portfolio, Up 5% In Q1
Tom Gayner Says 2012 Was Phenomenal, Alterra Was Great Buy
Prem Watsa Down $130M on Research In Motion Ltd (BBRY)
Warren Buffett Annual Shareholders Letter [HIGHLIGHTS]

