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.
Worm Capital 1Q21 Commentary
This Hedge Fund Has Done Well In This “Peculiar Environment”
Metolius Capital Thinks UK Is Undervalued As Inflation Finally Shows Signs Of Acceleration
Jamie Dimon: NPV Analysis Fails To Capture ‘True’ Value
Business Owner TGV Q1 2021 factsheet – RV Capital
Q1 2021 Hedge Fund Letters Screener: Einhorn, Tiger Cubs And Much More
The HFM Long/Short Equity Composite is up 6.0% YTD
Bernard Drury’s Fund Is Having A Great 2021
Sio Partners Returns 8.1% Net In 2021 As These Short Postions Return
The Replication Crisis That Wasn’t
2020 Letter: Tiger Global is remaining “paranoid” about potential missteps
Top Asian hedge fund sees major opportunity in this Asian food and beverage company
Value Briefs
Obsession Capital 2020 Annual Letter
After Returning 21% p.a. Tiger Global Reflects On The Past 20 Years: 2020 Letter
Qualivian Investment Partners February 2021 Update
This growth fund was struck by outperformance of low-quality stocks
Alluvial Fund February 2021 Performance Update
Carlson Capital Returned 2 Percent For February thanks to these stocks

