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.
Emerging Value Capital Management 3Q19 Investment Letter
Mohnish Pabrai: FCA Is “Firing On All Cylinders Very Well”
Tollymore Investment Partners 3Q19 Commentary: Profiting from lazy journalism
Howard Marks October 2019 Memo: Mysterious
RGA Investment Advisors 3Q19 Investment Commentary – Kambi
Euclidean 3Q19 Letter: What Matters Is What Is Yet To Come
Global Return Asset Management Up 29% YTD
Howard Marks: Q2 2019 Top 10 Holdings
Steel City highlights New long and short
Despite 80% Decline, Pabrai Says He Still “Loves” This Stock In His Q3 Letter To Investors (Scoop)
Pabrai Funds underperform on exposure to Indian stocks
Forge First Asset Management September 2019 Commentary
Black Bear Value Partners LP 3Q19 Letter: Top 5 Businesses We Own
Is The Small-Cap Rotation Sustainable?
Canyon Capital is recession-ready as bond markets look vulnerable
Joel Greenblatt – Top 10 Holdings Q2 2019
Hedge funds returns for September: Greenlight, Black Diamond and more
Vltava Fund 3Q19 Letter: Japan And Lapland

