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
Crescat Capital Up 92% YTD On Mining Wins
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This Value Fund Sees Enormous Opportunities In These Small Caps
Commentaries
Alluvial Fund Q2 2025 Commentary
Commentaries
Grey Owl Capital Management Q2 2025 Commentary
Commentaries
Arquitos Capital Management Q2 2025 Commentary
Commentaries
Starvine Capital Q2 2025 Commentary
Commentaries
Auscap Asset Management June 2025 Commentary
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ValueAct Capital Takes a Deep Dive into Its Theses for Roblox and Rocket
Commentaries
Marram Investment Management Q2 2025 Commentary
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This Hedge Fund Manager Likes Meta – If It Can Put AI Into the Hands of Users
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Paragon L/S Fund Returns 103% In 12 Months Amid Market Headwinds
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ValueAct Capital Adds to Rocket, Dumps These Stocks [Exclusive]
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Gold, Bonds, and Resilience: Navigating Change with the Trojan Fund
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Australian Fund L1 Capital Likes This Local Oil Producer And Homebuilder
Commentaries
Peterson Investment Fund I Q2 2025 Commentary
Commentaries
Apis Flagship Fund Up 24% YTD – Long Magnite & NOF, Short Quantum
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HCI Boosts Khrom Capital To 12% YTD; 20% CAGR Returns Since 2008
Commentaries
GDS Investments July 2025 Commentary
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