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.
13F Data Updated: Top Moves By Klarman, Buffett, Einhorn, Griffin And Much More
Hedge Fund 13F Round-Up For Q3 2019
Global Return Asset Management Up 31% YTD With Net Market Exposure Of Negative 82%
This hedge fund is struggling with costly shorts in 2019
Black Bear Value Fund November 2019 Performance Update
Alluvial loves a Omaha, NE based firm and its not Berkshire
Tweedy Browne: Q3 2019 Top 10 Holdings
The average state pension is 50% underfunded
After fake meat short, this top L/S fund is kicking the tires on a new quant strategy
Crispin Odey: “What Is There Not To Like” About Argentina
DG Value October Returns Boosted by MiMedx Investment
This top performing growth fund likes tech stocks for the coming labor shortage as it expects sector to become half of S&P 500
Steve Mandel Buys Managed Care Stocks Amid “Medicare for All” Scare: Finds These Private Equity Purchases Increasingly Attractive
SAGA Partners 3Q19 Commentary: In-depth Discussion On This Midcap Contractor Long
RF Capital Management 3Q19 Commentary: Long This Atypical Auto Supplier
Half Moon Capital benefited from a big move in one small cap stock in Q3; Details New Short Jobs Act IPO
Fund flip-flops on this heavily-shorted company to go long after being short
Hawk Ridge Profits From Brazilian Small Cap; Reveals New US Short

