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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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Exclusive Insights
Exclusive Insights
Chenavri Gains Amid Big Bet On Financial Sector Credit
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Thornburg’s Global Opportunities Fund Beats MSCI ACWI by More Than 7% In Q1 On European Bets
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Kerrisdale Capital Up 9% YTD Amid Strong Returns From Seagate And Latin American Holding.
Commentaries
Goehring & Rozencwajg Q1 2025 Commentary – The Hidden Revival Of Platinum And Palladium
Commentaries
Generation PMCA Q1 2025 Commentary – Strategic Inaction?
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Rheinmetall, Siemens Energy Drive Outperformance for Janus Henderson’s European Fund
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Boothbay Positive In May As Multistrat Fund Increase Allocations To Top PMs
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“The Big Short” Greg Lippmann Remains Defensive Amid Shaky Credit Markets [Q1 Letter]
Commentaries
Crossroads Capital May 2025 Performance Update
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Horizon Equity Up 14% In May As AI Bets Deliver
Commentaries
Howard Marks June 2025 Memo: More on Repealing the Laws of Economics
Commentaries
Mining: The Bedrock of Innovation and Industrial Revival – Crescat Capital
Commentaries
Cable Car Capital 2025 Letter: Long ORKA
Commentaries
Silver Beech Capital Q1 2025 Commentary
Commentaries
Qualivian Investment Partners Q1 2025 Commmentary
Commentaries
Alpha Low Volatility Fund May 2025 Commentary
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Courtenay Special Situations Fund Surges 6.5% in May, Amid Gains On Canada-Listed Merger Arb
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Gramercy Funds Bet On Tax Reform
Commentaries

