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.
Black Bear Value Fund April 2022 Performance Update
Choice Equities Down -20.9% In Q1, Remains Constructive On Small Caps
Alta Fox: Down 12% In Q1, Buying High-Quality Small-Cap Names
Sosin’s CAS Investment Partners Slumps 43% As Carvana Stalls [Exclusive]
Maran Capital Sees Value In Small Caps And Demutualization Opportunity
Tollymore Investment Partners Drops -33%, Bulks Up Favorite Holdings
EcoR1 Thinks The Setup In The Sector Is “Beautiful”
Praetorian Capital Returns 15.6% Despite Russian Losses
This Top Value Fund’s Strategy Is To “Cut The Weeds And Water The Flowers”
This Special-Situations Fund Is Finding Opportunities In Healthcare
BTG Pactual Is Positioned For An Aggressive Fed Hiking And QT Cycle
Michael Mauboussin: Financial Statements – One Size Does Not Fit All
McIntyre Partnerships: Hedging Inflation While Looking For The “Fat Pitch”
Clint Carlson Is “Definitely Bearish” On Stocks, Says “Don’t Fight The Fed” [Exclusive]
David Einhorn’s Greenlight Capital Outperforms As Inflation Bets Pay Off [Full Letter]
Performing Capital Profits From Small Caps Creating Value
Carl Icahn’s Open Letter To Southwest Gas Stockholders
Why Does Volatility React So Differently To Crises? This Fund Manager Has An Answer

