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.
Carlson Capital’s Double Black Diamond Adds 3.3% In August
David Einhorn Top 10 Holdings (Q2 2021)
Alluvial Fund August 2021 Performance Update
Terry Smith: Investing In Bitcoin Is Greater Fool Theory
Roubaix August 2021 Update; YTD Net Return +12.02%
Chilton Updates Outlook On Healthcare REITs
Black Bear Value Fund August Performance Update
Odey’s Adrian Courtenay Explains Why Merger Arbitrage Is Such A Good Strategy
This Event-Driven Fund Won In August With The Largest U.S. Cannabis REIT
Giano Capital Adds Cyclical Stocks A “Barometer” Shows Rising Inflation
Ashva Capital August 2021 Commentary
Cornwall Capital: The Patient Fat Tail Approach
Value Briefs
Thomas Russo: Berkshire Has The Least Amount Of Agency Cost Of Any Company I Follow
Liberty Park Capital Up 8.1% With Market-Neutral Strategy; Shorting These Cyclical Stocks
KG Investments Underperforms As Alibaba Drags [Exclusive]
Trident Fund LP August 2021 Performance Update
Absolute Return Partners September 2021: The Healthcare (R)evolution
Howard Marks: How To Recognize When The Odds Are Against You

