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.
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
Q4 Letter: Hawk Ridge Generated Alpha On Both The Longs And Shorts [In-Depth]
Bitcoin Is Not A Currency
Khrom Capital Up 61% In 2020: Buys This Pandemic Winner [Exclusive]
GrizzlyRock Value Partners returned 30 percent in the fourth quarter; Here are their favorite stocks
Odey Warns Spread Of Stock Market Gambling Faster Than Latest “Mutation Of COVID” [2020 Letter]
Reversion Of The Mean Caused By Private Equity
Grey Owl Capital Management 4Q20 Commentary
GreenWood Investors 4Q20 Commentary
Mott Capital Management 4Q20 Commentary
Merion Road Capital Management 4Q20 Commentary
This Hedge Fund’s Short Positions Contributed To Returns Last Month
Voss Value Is Betting On The American Consumer Recovery: Q4 Letter
Kinsman Oak Equity Fund 4Q20 Commentary
Mark Leonard: It’s Time To Lower Hurdle Rates

