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.
Lee Ainslie Adds 20% In 2019; Warns Of Dangerous Market Levels A La 1999
“High-Quality Growth Compounders” Help Alkeon Capital Management Start 2020 With A Surge
Dichotonomy Capital Gains As Hindenburg Research Predicts Bloom Energy’s Demise
Horos Asset Management 4Q19 Letter: The importance of mental flexibility
A warning about the performance gap between value and momentum
GrizzlyRock is long shipping and short semiconductors [In-Depth]
GDS Investments January 2020 Commentary: Chasing valuations
Lakewood Capital’s Anthony Bozza compares Tesla to Dell; Re-opens 2014 short
Far View Capital Hit By EZCORP Decline In 2019
“Great patience and strict discipline”: Seth Klarman On Navigating Today’s Market
Lone Pine Capital records 2019 gains as it warns of dangerous markets ahead amid political uncertainty
Arquitos Capital Management 4Q19 Commentary
Acacia Capital Likes Cheap British Stocks
Seer Capital Credit Fund Gains 9.46% In 2019 As CLOs gain steam
Seth Klarman: Hedge Fund Closures Are Throwing Up Bargains
This financial hedge fund’s long winners and short losers cancelled each other out [In-depth]
Black Bear Value Partners LP 2019 Letter: The Importance of Game Selection & Runways
RGA Investment Advisors 4Q19 Commentary – ANGI: The House Isn’t The Only Thing Getting Fixed

