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.
Alluvial Fund Outperforms In Q1, Finds Value In Liquidation Situations
Greenlight Capital Gets Boost From gold Holdings [Full Q1 2023 Letter]
These Small-Cap Funds Returned Percent And 9 Percent Despite Sizable Large-Cap Outperformance
Alluvial Fund March 2023 Performance Update
Arnott Capital – March Performance Update
Hedge Fund Alpha’s May 2023 Hedge Fund Interactive Newsletter: Hedge Funds Caught Out by the SVB Collapse
Open Letter to Shareholders of Illumina, Inc.
Double Black Diamond Takes A Hit From Equity Holdings In March [Exclusive]
Carlson’s Black Diamond Arbitrage Fund Is Prepped For M&A Recovery [Exclusive]
Olesen Value Fund Sells Wells Fargo, Buy Cheaper Small Banks In Selloff
Bonhoeffer Fund March 2023 Performance Update
Farnam Street Investments April 2023 Client Letter
Qualivian Investment Partners March 2023 Performance Update
Rowan Street Capital 1Q23 Performance Update
Odey Fund Adds 5% In Q1, Sees Value In These UK Stocks [Exclusive]
Black Bear Value Fund March 2023 Update
Oakmark Funds: Bill Nygren Market Commentary Q1 2023
Roubaix Fund Composite March 2023 Performance Update

