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.
Steve Cohen alum up 22% YTD explains why you should ignore those old market adages
David Einhorn Buys Three New Stocks: These Are The Names And Theses (Q3 Letter)
Seth Klarman: Value Investing in a Turbulent Environment [1997-2001]
This event-driven hedge fund was all about SPACs in Q3
Carlson Capital’s Black Diamond Arbitrage Fund Finds Opportunity In Covid Market
This long-only fund sees African stocks as “cheap”
Chris Bloomstran: Disney’s Myriad Of Capital Allocation Options
This Tiger Cub Giant Is Betting On Banks And Tech Stocks In The Recovery
Trident Fund LP September 2020 Performance Update
This Tiger Cub giant is investing in SpaceX, Robinhood and many other private companies
Electron Capital Up 27% YTD Says Renewable Energy Is Here To Stay
“Black Swan” Volatility
Gates Capital Management: Performance Improves After Fund Repositioning
Letter from the Value Investing Mental Asylum or How I Embraced Stoics
Michael Burry: How And When To Participate In Market Rallies
Hedge Funds Have Maintained Their Strong Performance
Larry Swedroe: The Pool Of Victims Is Shrinking
Mangrove Partners Narrowly Avoids “Extinction-Level Event”

