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.
Seth Klarman – Top 10 Holdings – Latest 13F
Lowell Capital Value Partners March 2024 Commentary
Lowell Capital Value Partners Letter: Long This Tech Small Cap with A Super-Strong Balance Sheet
Former Odey PM Predicts “More Normal” 2024 for Competitive-Bidding Situations
This Hedge Fund Is Making Significant Headway at Several Companies [Exclusive]
This Event-Driven Value Fund More than Doubled the HFRI Event-Driven Index’s Q4 Return
Roubaix Fund Composite February 2024 Performance Update
Kernow Asset Management February 2024 Update
Black Bear Value Fund February 2024 Update
Longview Capital Likes P/C Insurers: Here’s Why [Exclusive]
Lonely Contrarian Divergence
ProChain Capital February 2024 Commentary
Zillow Powers 2023 Gains for Will Vicars’ Caledonia Despite Shorts Getting Hammered In Q4 [In-Depth Exclusive]
Militia Capital 1Q24 Commentary
Ashva Capital: The Last Active Manager
Stanphyl Capital February 2024 Commentary
Generation PMCA 4Q23 Letter: “Value Or Vile”
John Armitage’s Egerton Capital Is Bullish on Indian Banks, Travel, and Reinsurance… and Amazon [Exclusive]

