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.
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”
Farnam Street Investments April 2020 Commentary: Big Data
Horos Asset Management 1Q20 Commentary: The Importance Of Mental Models
Mangrove Partners Loses 39% In 12 Months As Short Book Struggles; Takes Physical Possession Of Two Tankers
This hedge fund manager who warned of the Coronavirus crash sees markets tanking further
Corsair Capital struck by steep decline in small caps
Value Briefs
Blue Tower Asset Management 1Q20 Commentary: A Paradox As Value Continues to Trail Growth
Carlson Capital Sees Merger Arb Opportunities In Markets “Unlike anything we have seen in our careers”
Chilton Capital: These are the best REIT types during the coronavirus pandemic
Eschler Recovery Fund 1Q20 Commentary
This energy hedge fund run by SAC alum sees opportunities in the sell-off
Balyasny Asset Management: Up 4.75% YTD, 4.5 Sharpe In March; Credits Lessons Learned From The Financial Crisis
Fresh off 24% return in March, Odey evoking Adolf Hitler says the pain is just starting
Lakewood Capital Down 31% In Q1: Shorting The Following “Questionable Korean Biotech Companies”
McLain Capital 1Q20 letter to investors
Value Briefs

