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.
Odey’s Special Situations Fund is betting on a 3-way bidding war
Roubaix Composite February 2021 Net Return +7.87%; YTD Net Return +11.34%
DG Value Surges On Recovery Plays
Trident Fund LP February 2021 Performance Update
Abacab Fund Sees Mispricing In Options As Black-Scholes Has Become “Inadequate”
Vision Capital Sees A Positive Outlook For REITs And REOCs In 2021
Canyon Distressed Opportunity Fund likes the backdrop for credit
Chilton Capital Management Focuses On Quality As Value REITs Surge
Warren Buffett: “I’ll Pay You $10,000 For Your Dog By Giving You Two Of My $5,000 Cats”
Canyon Capital Has Tapped Into The Pandemic Fallout: In-Depth Analysis [Q4 Letter]
This Small-Cap Focused Value Hedge Fund Is Winning Big With Small Caps And SPACs
ADW Capital’s 2020 letter: Long CDON, the future Amazon of the Nordics
Odey Discusses Howard Marks’ Astute Observation On Why Hedge Fund Alpha Is Increasingly Rare [January Letter]
Schafer Cullen Capital Q4 Letter: Value Stocks Could Be Set For A Recovery As Earnings Grow
The Renaissance Of Pipelines
Alkeon on why this is one of the best eras for stock picking ever [Q4 Letter]
Sio Partners Targets Cancer Treatments and SPACs for Growth
Dan Loeb: Avoid Taking Positions Against Companies With Large Short Positions

