Commentaries
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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Commentaries
Commentaries
Black Bear Value Fund Q2 2025 Commentary
Exclusive Insights
Ashva Capital Management Q2 2025 Commentary
Exclusive Insights
Marc Azer’s Two Sigma Gains On Shorts In AI Infrastructure Providers
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DKCI Fund June 2025 Commentary
Commentaries
Gnomon Alpha Fund June 2025 Commentary – Better Days to Come
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ProChain Capital June 2025 Update
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Kernow Asset Management June 2025 Commentary – RWS Short Closed
Commentaries
Stanphyl Capital June 2025 Commentary -Tesla Short Leads To 10% YTD Gains
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The Insiders Fund June 2025 Commentary – Up 24% From April
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Contour’s David Meyer Bold Bet – Why This the Most Exciting Market of His Career
Commentaries
Vltava Fund Q2 2025 Commentary: Ships On The Waves
Commentaries
RPD Opportunity Fund Posts +5.30% Net Return in June 2025
Commentaries
WHG Global Long Bias Fund June 2025 Commentary: Gains On Tesla Short
Exclusive Insights
Thornburg’s Global Edge Up 13.4% YTD
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Amati’s Innovation Engine: Betting Big on Tomorrow’s Disruptors
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Courtroom Victory Fuels Portfolio Surge: DG Value’s Burford Bet Pays Off
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Lansdowne’s Developed Markets Fund Up 21.2% YTD; NatWest, BAE & Lloyds Are Top Holdings
Commentaries
RPD Fortress Fund June 2025 Commentary – Up 5.3% YTD On Net Exposure Of 6.8%
Commentaries

