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.
These Were TCI’s Top Three Contributors in Q1 2024 [Exclusive And In Depth]
Starvine Capital 2Q24 Commentary
This Fund Exited Several Stocks while Taking a New Position in This Serial Acquirer
GoodHaven Fund 2024 Semi-Annual Letter
Marram Investment Management Q2 2024 Commentary
Ashva Capital Management Q2 2024 Letter: Up 21% YTD; How To Actually Mimic Buffett’s Alpha Strategy Using GM Options As An Example
Lowell Capital Value Partners May 2024 Commentary
Up 29 Percent YTD, This Fund Is Avoiding Mega-Cap Tech and Winning with Hedges
Alluvial Capital Management 2Q24 Commentary: This Solid $400M Market Cap Real Estate Stock Is Very Cheap And Has A Catalyst
Miller Howard Investment 2Q24 Commentary: Is Your Money Working for You or Corporate Management?
Peterson Investment Fund Q2 2024 Letter: “Infinite Compounders”
Pzena Investment Management Q2 2024 Commentary
Praetorian Capital Q2 2024 Commentary
This Fund Is Winning Big as Merger-Arbitrage Spreads Return to Levels Not Seen in 20 Years
Donville Kent Asset Management July 2024 Commentary
Performing Capital Advisors Q2 2024 Letter To Investors
Mapfre US Forgotten Value Fund May 2024 Commentary
Qualivian Investment Partners Q1 2024 Investor Letter: Gains On O’Reilly And Tech Giants

