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.
This credit fund was roughly flat for March as negativity continued
Brook Asset Management had a strong first quarter, is shorting This US education stock [Exclusive]
Despite 60% Loss On Shorts, Yarra Square Up 20% In 2020
David Einhorn: This NJ Deli With One Location And Little Revenue Is Trading At $100M+ Valuation
Arquitos Capital Management March 2021 Performance Update
Rowan Street Capital 1Q21 Performance Update
David Einhorn: Has The Tide Turned From Growth to Value?
Michael Mauboussin: MEROI – Bridging Accounting and Valuation
Greenlight breaks even for Q1 after damage to its short book [Full Letter]
The Octopus and The Shark – Broyhill
Qualivian Investment Partners March 2021 Performance
Eric Cinnamond: Lemmings Mania
62% of managers reported positive performance in march, with over three-quarters of funds up in Q1
The HFM Global Index gained 5.9% in Q1 2021
Odey Special Situations Fund took on several new positions in March
This Odey Cub Is Waiting For A Pullback To Buy Financials
Choice Equities Fund March 2021 Performance Update
Roubaix March 2021 Performance Update, Up +9.95% YTD

