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.
Blue Mountain Credit Fund still in the red YTD; here are their biggest holdings
Nomad Capital: Looking For Businesses That Want To Get Better Every Day
John Malone: Finding The Greatest Opportunities In The “Ambiguous Middle”
Hedge Fund Alpha’s January 2021 Hedge Fund Update: First Issue Now Published!
Hedge Fund Side Letter Study With Kevin Neubauer
Value Briefs
Michael Burry: Volatility Does Not Determine Risk
Alluvial Fund November 2020 Performance Update
Black Bear Value Fund November 2020 Performance Update
DG Value Partners Continues To Profit On Distressed Debt Recovery
This Top Short Seller Is Gun Shy After A Difficult Year
Jacobs Asset Management is clawing back losses; goes long LendingClub after shorting the stock
Trident Fund LP November 2020 Commentary
Value Briefs
Exciting new features added to hedge fund letters screener database
Michael Zimmerman’s Prentice Capital is having a strong year
Canyon Profits On Covid Crisis Refinancings
Seth Klarman: Don’t Underestimate The Power Of Uncertainty
Bill Ackman: Find Companies That Can Survive The ‘Great Flood’
Crossroads Capital up 55.8% YTD after 32.5% in 2019 explains how it did it

