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.
Arquitos Capital Management 4Q23 Commentary
SVN Capital Fund 4Q 2023 Commentary
Roubaix Fund Composite December 2023 Performance Update
Kernow Asset Management December 2023 Commentary
Black Bear Value Fund December 2023 Commentary
Vltava Fund Q4 2023 Letter: The Year 2023, The State Of The Markets, And Where We Will Look For Investments In 2024
Militia Capital Full Year And Q4 2023 Commentary
Absolute Return Partners: The Big Questions as We Begin a New Year
Stanphyl Capital December 2023 Commentary
Value Briefs
Deconstructing the Powell Pivot – Crescat Capital
Bonhoeffer Fund Q3 2023 Commentary
Logica Capital November 2023 Commentary
Value Briefs
Carl Icahn’s Open Letter to Shareholders of Illumina, Inc.
Big Changes at Tiger Global’s PE Business as Key Manager Takes a New Role [Exclusive]
Value Briefs
Seth Klarman: You Aren’t Human If You Aren’t Scared You’ve Made A Gigantic Mistake When Purchasing A Stock
Value Briefs
Li Lu: Charlie Munger: A Role Model for Ethical Investing and Lifelong Learning
Absolute Return Partners December 2023: Boarding the R-Train?
Value Briefs
Seth Klarman: The True Test of Consistent Investment Performance: Thriving in Difficult Times

