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.
Alluvial Capital Management 1Q20 Commentary:Bear Market Opportunities In Micro-caps
This Hedge fund generated alpha on both the long and short side in Q1
Despite Rough Q1 Laurium Limpopo Sticks To Playbook, Sees Value In Egypt And Nigeria
This financials hedge fund which is crushing the KBW Bank Index likes Puerto Rican banks
Allan Mecham may have had a rough first quarter big AUM decrease ahead of closure
Coronavirus crash shocked many, but Paul Singer wasn’t one of them
Avenir Capital 1Q20 Commentary: Is Inflation a Thing?
Value Briefs
SAGA Partners 1Q20 Commentary On “Timing The Market”
After a difficult 2019, Horseman Capital is killing it
Paul Singer “Money Is Going To Hell” And Capitalism Is At Risk
Arquitos Capital Management 1Q20 Commentary “Survival mode is the right mode to be in right now”
“Irreparable” damage is being done to the economy: Paul Singer [In-Depth]
Massiff Capital Long On Altius Minerals
Railroader – Learning from Hunter Harrison
Logos LP 1Q20 Commentary: Down 1.6% Vs TSX Of -13.7% Return
March Manager Performance Snapshot
[Q1 Letter] Mohnish Pabrai Struggles In Falling Market, Sells Fiat
Carlson Capital: the Fed is “bailing the drunks out of jail”

