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.
Bonhoeffer Fund February 2020 Performance Update
Moon Capital continues to find value in Egypt
Black Bear Value Fund February 2020 Commentary
Alkeon Growth Outperforms In Tough Feb Market
T11 Calpital Management Up 1.73% In February
PG&E bonds may have boosted Canyon Capital’s January returns [Exclusive]
Black Bear Value Fund February 2020 Commentary: Cracks In Credit Markets
Global Return Asset Management February 2020 Performance Update
Mitch Julis: This Is A “Vivid Reminder” Of How Quickly Markets Can Turn [Exclusive]
Einhorn And Loeb Hit Hard In 2020 Through End Of February (Sources)
Saba Capital’s Favorite Closed-End Fund Targets Trade At Wide Discounts To NAV (Exclusive)
Barac Capital Management 4Q19 Commentary: Dangerous Market Levels Warrant Higher Cash
JDP Capital Management 2019 Annual Partnership Letter: How We Found This Buffett Backed Latin American Stock; What role does really terrible timing play in beating the market?
Mitch Julis Warns Investors: The Credit Market Is Highly Exposed To “Exogenous Shocks” [Exclusive]
Global Return Asset Management Commentary On Market Selloff
This Emerging market hedge fund won in 2019 on Brazil exposures
This Distressed Debt Hedge Fund Has 106% IRR On All Its Funds [In-Depth]
Tiger Global on 2020 themes: Big tech is the one to watch (letter)

