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.
Relying On Old-Fashioned Stock Picking, Lee Ainslie Reports His “Strongest Quarter” Ever
Hedge Fund 13F Round-Up For Q2 2020: Notable Positions And Changes
Value Briefs
13F Screener Updated: See What Top Hedge Funds Did In Q2
Einhorn’s FOF Re-positions Portfolio, Makes New Seed Investment In Year Marked By “Speculative Exuberance”
Willow Oak Asset Management 2Q20 Commentary: Looking For Emerging Managers To Seed
Qualivian Investment Partners Up 30% YTD; Long ORLY Thesis
RGA Investment Advisor 2Q20 Commentary: The Tale of Two Markets
DG Value’s Debt Bets Help Fund Profit In Q2
Credit Fund With Sharpe Ratio of 2.2 Surges 13.7% In 2020
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Voss Capital is betting on a housing market boom
Einhorn Tells Investors: Tesla Is Gaming S&P 500 Index Committee
Worm Capital July 2020 Performance Update: Up 152% YTD
Seth Klarman: Investors Can No Longer Rely On Mean Reversion
Trident Fund LP July 2020 Commentary
David Einhorn Has Rough Quarter Despite Gains On Wirecard Short (Q2 2020 Letter)
Seth Klarman Tells His Investors: Central Banks Are Treating Investors Like “Foolish Children”
Q2 Letter: Baupost won big in Q2 with PG&E, eBay, Liberty Global

