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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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
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Commentaries
Moerus Capital Management August 2025 Commentary: Trouble Is Opportunity
Commentaries
Hazelton Capital Partners Q2 2025 Commentary
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Kernow Builds Stake In Secure Trust Bank
Commentaries
Bonhoeffer Capital’s Q2’25 Investor Letter: Gains On Public LBOs
Commentaries
GDS Investments September 2025 Client Letter: Macro Key Amid Shift To State Capitalism
Commentaries
Black Bear Value Fund August 2025 Update
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DG Value Navigates Volatility with Distressed Debt Strategy, Nets +2.8% in August
Commentaries
ProChain Capital August 2025 Update
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Third Point Explains These Stock Sales & Made These Two Hires In August [Exclusive]
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With 16% Return In June, This ‘Actively Engaged’ Emerging Manager Killed The Indexes
Commentaries
Sandon Capital Activist Fund August 2025 Commentary
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Walleye Opportunities Fund Continues to Post Gains in August As it Turns Away Cash
Commentaries
RPD Opportunity Fund Posts +7.98% Net Return In August 2025
Commentaries
McIntyre Partnerships Bets On Pools; To Re-open To Investors In 2026 [Letter]
Commentaries
WHG Up 30% YTD Led By Small Caps And Chinese Tech
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Broyhill Equity Q2 2025 Commentary
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Bilbel Capital Q2 2025 Commentary: Up 2,000% Since Inception In 2022
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Kerrisdale Doubling The S&P 500 In 2025 With Help From Seagate
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