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.
Alkeon Growth Partners: Tech Sector Could Become 50% of S&P 500
Partners Group Private Equity: Looking For “Transformative Trends” And ” Valuation Resilience”
Absolute Return Partners: A Future Embedded in the Present
Global Quality Edge Fund 3Q19 Commentary: Detailed Case Study Of ERP Provider
InvestingNook: Singapore Construction Industry + Tiong Woon & BRC Asia
Hedge fund roundup: Here are some of the theses covered in recent letters
This software-focused fund had a strong second quarter thanks to its bullish outlook and is looking to hire
This Hedge Fund With A Sharpe Of 2.56 Warns “An Increasing Number Of Storm Clouds Building”
This Hedge Fund Is Buying Tobacco As It Believes Vaping Scare Is “Overdone”
This deep value fund outperformed on a “once-in-a-lifetime” opportunity; now has 50% of its AUM in ONE stock
Dorsey Asset Management Up 30.9% YTD: Looks For Value In Latin America
HG Vora bought these bonds and stock
How Has Volatility Affected Small Cap Deep Value?
Ken Fisher: Q3 2019 Top 10 Holdings
Ray Dalio: Q3 2019 Top 5 New Buys, Top 5 Sells
Einhorn’s Greenlight Masters fund of funds struggled in Q3
Carlson Capital Reveals Top Long Names
Barac Capital Management 3Q19 Commentary: Why We Have A Big Cash And UST Position

