Commentaries
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.
Commentaries
Commentaries
RV Capital Q2 2025 Commentary
Commentaries
Elliott’s Perspectives On PepsiCo
Exclusive Insights
This Top U.K. Global Macro Fund’s Best Strategy in July Was Livestock
Exclusive Insights
Khrom Capital Has Returned 20% CAGR Since 2008, Likes These Stocks [Q2 Letter]
Commentaries
Hayden Up 17% YTD, 15% CAGR Since Inception
Commentaries
Antero Peak Strategy Q2 2025 Commentary
Commentaries
The Insiders Fund Up 13% YTD, 700% Return Over S&P Since Inception
Exclusive Insights
Zeno Equity Partners: The Bull Thesis for This Underappreciated Semis Giant [In-Depth]
Commentaries
Alluvial Fund July 2025 Commentary
Commentaries
Tactile Fund Q2 2025 Commentary
Exclusive Insights
Soroban Capital Outlines Industrial Bets To Seize Ground In New AI Economy [Q2 Letter]
Commentaries
Smoak Capital Q2 2025 Commentary
Exclusive Insights
Exclusive: Dan Loeb’s Third Point Owns Credit in X, Claritev, Brightspeed
Exclusive Insights
Hawk Ridge Has New Short In Duolingo, & These Other Stocks
Commentaries
Gator Beating Market Again YTD: Long WEX [Q2 Letter]
Commentaries
Howard Marks August 2025 Memo: The Calculus of Value
Exclusive Insights
Mittleman Gains On Buys From April Lows
Exclusive Insights
Walleye Opportunities Fund Was Positive for July as Its Realignment Seems to Be Working
Exclusive Insights

