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.
Fairlight Alpha Fund Q2 2024 Commentary
Gator Financial Partners Q2 2024 Commentary
Black Bear Value Fund July 2024 Commentary Up 8% YTD
Up Nearly 12 Percent for Q1, TCI’s Top Contributors Were GE, Safran and Airbus
Paul Singer Warns $7 Trillion Of Corporate Debt Needs to Be Refinanced
Odey Cub Has Strong July Driven By Plus500
This Long/ Short Equity Fund Is Enjoying the “Best Prospects” for Shorting in “the Last 25 Years”; Warns This Stock Will Decline Further
David Einhorn: Inflation Will Be A Big Winner Regardless Of 2024 Presidential Election Outcome [Greenlight Q2’24 Letter]
DG Value Partners Up 8% In July: Gains On Apollo Buyout Of Everi Holdings
Paul Singer – How Three Activist Campaigns Made An Impact On The Wider Japanese Market
Kernow Asset Management Up 9% In July: Gains On Metro Bank
In a Tough Q1 for Shorting, Viking Global Enjoyed Strong Alpha on Both Long and Short Sides
Gates Capital Tells Investors: Like The Tech Bubble, AI Tech Frenzy Will Revert [In-Depth]
Colebrooke Partners Q2 Letter: Shuffling Of The Portfolio; Launch Of Colebrooke Opportunities Fund
McIntyre Partnerships 2Q24 Commentary
Donville Kent Asset Management July 2024: Roe Reporter
Exclusive: Paul Singer: Here’s What Might Pop This “Entertaining” Bubble [Q2 2024 Letter]
Grey Owl Capital Management 2Q24 Commentary

