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.
Stony Point Up In Q1 Seeking Refuge In SaaS Amid Volatile Markets
Alluvial Fund May 2020 Performance Update
DG Value Partners makes up lost ground in May thanks to these debt bets
Value Briefs
Trident Fund LP May 2020 Performance Update: Up 7% YTD
Global Return Asset Management May 2020 Update: Up 16% YTD
Black Bear Value Fund May 2020 Update
Steve Cohen Alum Expects Market Rally To Fade In H2
Cobia Capital Profits In Q1 Buying Deep Value Tech
This Hedge Fund Is Making A Big Bet On John Malone Stocks
Moon Capital Struggles In Q1, Finds Value In Egypt And Turkey
Gaming Focused Hedge Fund Profits As Gaming Stocks Surge In 2020
DX2 Capital LP: Working From Home Trend Won’t Last
This fund run by a SAC Capital alum bought restaurant stocks amid the pandemic
JAM Partners Bets On Puerto Rico and mREITs in Market Recovery
This tech-heavy hedge fund is in the green for 2020 despite March selloff
This African hedge fund is outperforming its benchmark
Q1 2020 Hedge Fund Letters Coverage: Singer, Loeb, Carlson, Russo, Lakewood, Maverick, Paul Tudor And Much More [UPDATED 6/25 11:03 EST]
Value Briefs
Bonhoeffer Fund 1Q20 Commentary: Case Study On This South African Auto Stock

