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.
Mohnish Pabrai: 6.5x Return On Deep Value Turkish Stock [2020 Letter]
Blue Eagle Capital Partners: Long Thesis For This Lending Stock
Baupost’s Seth Klarman: the Fed has broken the stock market [Q4 Letter]
Q4 2020 Sortable Hedge Fund Letters Database: Greenlight, Baupost, Loeb, Tiger Global, Maverick, Millennium And MUCH More
David Einhorn’s Greenlight had a strong fourth quarter; Gains on Neubase Therapeutics [Full Q4 Letter]
After 10.1% Return In 2020, Mohnish Pabrai Changes Strategy [2020 Letter]
This mining-focused hedge fund returned more than 100 percent in 2020
Corsair Capital makes the case for SPACs… both long and short
Gates Capital: Why (Free) Cash (Flow) Is King
Michael Zimmerman’s Prentice Capital won big in 2020
Carlson Capital’s Black Diamond Arbitrage Partners Profits On Record Deal Volumes
Value Briefs
Choice Equities Fund Up 76 Percent In 2020
Odey Tells Investors Prepare For 11% Inflation And A Market Crash [2020 Letter]
Rowan Street Capital 2020 Up 65 Percent In 2020
This Hedge Fund Was Up More Than 100 Percent For 2020
DG Value Continues Impressive Track Record 23% Return In 2020; likes this gaming stock
KG Investments Posts 12th Consecutive Year Of Profits
Carlson Capital on the best opportunities in 2021: Q4 letter

