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 Special Edition Resource Page: How Hedge Funds Like Bridgewater, Baupost, Maverick And Many Others Are Navigating Unprecedented Coronavirus Induced Volatility [LAST UPDATED 3/31/20 2:44 EST]
Exclusive: This Klarman protégé made money shorting a major cruise stock [In-Depth]
Bill Ackman Up 100x On Hedges Put On In Early March [Full Letter]
KG Funds Management Re-organizes Portfolio, Ups Short Exposure As It Warns COVID-19 To Have “Profound Effects” On The World
Qualivian Investment Partners Up 40% In 2019; Concentrated Investing: Slugging Percentage versus Batting Average [Q4 Letter]
Now is the time to think like a business owner, not a trader: JDP
Great businesses with strong balance sheets are on sale: Greenhaven
Seth Klarman’s “False” Lessons Of 2008
Global Allocation Volatility Update: Gains From Bearish Bets As Covid 19 Causes Market Collapse
SCOOP: Top Credit Fund Canyon Partners says March on track to be its worst ever month since 1998
Nantahala Capital Management: “Enhancing Our Risk Management Practices” amid COVID-19 sell off
400 Capital Management’s Credit Opportunities Fund: Here’s What This Hedge Fund Giant With A 12.8% pa Return With 2.2 Sharpe Is Doing
Who even remembers the S&P 500 declined 20.2% in Q4 2018? As of last Friday, that is the same amount the S&P 500 has declined in the last month
Starvine Capital Letter: Value Thrashed And Due For A Rebound
KKR backed hedge fund tells clients: Volatility in the energy market presents opportunity
UPDATED: Boaz Weinstein Tail Fund Up 100% In March
Alluvial Fund February 2020 Commentary: Up 1.1% YTD
Black Bear Value Fund Interim Update: Large Credit Shorts Hedge Losses

