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.
New Hedge Fund Launch Blue Eagle Up 7.5% In Its First Ever Quarter Thanks To Short Bets
This top value fund presents theses for Pinterest and Fiverr
Value Briefs
Berkshire Hathaway – Shrinking Its Way To Profitability
Odey suggests government could confiscate gold if this happens
Hedge Fund 13F Round-Up For Q1 2020: Notable Positions And Changes
Value Briefs
Hedge Funds: Gross Leverage Rose While Net Leverage Fell
Nantahala Capital Management Buys Timeshare Companies To Profit From Market Slump
March was the worst month ever, but April was the best in 9 years says legendary credit fund manager Mitch Julis
Bonhoeffer Fund April 2020 Performance Update
Massif Capital: Long Position In Bakkafrost P/F (BAKKA)
Value Briefs
Alluvial Fund April 2020 Commentary: Long this Microcap Apartment Stock
Exclusive: David Einhorn’s fund of funds got killed in Q1
This healthcare fund was in the green for March despite the market plunge
This top activist hedge fund is shorting Square and GrubHub [In-Depth]
Black Bear Value Fund April 2020 Performance Update
Value Briefs
Elliott Advisors Sends Letter to Board of Directors of Alexion
Cliff Sosin isn’t giving up on retail during the pandemic
Qualivian Investment Partners 1Q20 Commentary On Invest in Quality Compounders

