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.
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
Global Return Asset Management Up 18% In April
Deer Park Road wins with legacy non-agency RMBS
DG Value Recovers In April, Sees Big Opportunities In These Credit Plays
Exclusive: Lee Ainslie thinks he can triple his money on this aerospace business
Choice Equities 1Q20 Commentary On Favorite Small Cap Stocks
Logica Capital April 2020 Commentary: Apparently VIX Fell Victim to CoV-19
Value Briefs
Hayden Capital 1Q20 Commentary Up 4% YTD; Long SHOP, BABA, CARVANA
SCOOP: Maverick Beats Market In Q1 As Lee Ainsile Adds To Tech Names
One-Man Hedge Fund Gains 56% With Virus-Resistant Tech Bets
Ray Dalio: The Changing Value of Money
Kuppy’s Praetorian Capital: Seeking Value In Tankers
Steve Cohen Alum Outperforming In A Volatile Market With “Aggressive” Trading
This female run hedge fund’s stocks are winning from Coronavirus stay-at-home orders
This fund covered its Tesla short.. and then shorted it again

