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.
Finsplaining the $50 Billion Rise and Fall of Terra-Luna
ADW Capital Presents Theses For PAR Technology, RCI Hospitality And CDON
This Options-Focused Fund Struggled With Weak Implied Volatility In April
The Market Loves To Destroy Hubris
This Too Value Fund Explains Why Turkey Is Ripe For Investment Right Now
Voss Value Sees Plenty Of Opportunities In Cheap Small Caps [Exclusive]
This Fund Manager Correctly Warned Of Stocks Becoming Correlated With Bonds
This Long/ Short Equity Firm Sees A Time-Arbitrage Opportunity In This Pest Control Merger
Buxton Helmsley Issues Letter to Endo International Plc. Shareholders and Creditors, Relating to Corporate Malfeasance and False Statements of Financials
Alight Capital Outperforms As Fund Positions For Uncertainty
13F Roundup: Top Hedge Fund Positions In Q1 2022
Southpoint Capital Falls -2.6% Net In Q1 As Commodity Bets Surge [Exclusive]
Old West Returns 23% In Q1 Betting On “Boring” Businesses
Odey’s Special Situations Fund Protected Capital And Refocused On Macro Factors [Exclusive]
Lee Ainslie’s Maverick Records Its Second-worst Quarter Ever In Q1 [Exclusive]
Bubbles Are Rational
Third Point Falls -11.5% In Q1, Outperforms In April With Energy Stocks [Full Letter]
Odey Is Shorting Tesla And Protecting Against Inflation By Shorting The Long End Of The Bond Market [Exclusive]

