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.
Deer Park Road targets legacy non-agency RMBS; Warns of dangerous REPO markets
Choice Equity Funds 4Q19 Commentary: New Long Thesis
Evolution of shrinking Hedge fund fees – What do investors need to know?
Exclusive: These are the top 10 hedge funds held by David Einhorn
Alluvial Fund January 2020 Update: Bullish On This Small Cap Gambling Stock
DG Value presents a thesis for this gaming stock
Exclusive: Lee Ainslie thinks value stocks will stage a comeback soon as market nears dangerous valuation levels
Mangrove Partners Down In 2019 On Its Investments In Commodities, Value Stocks
Hidden Hills Partners: Gains 17.5% On Growth Companies
Hedge Fund Returns: One Famed L/S Fund Is Down 21% In January
This Tesla bear who made a profit betting against Musk in 2019 is done shorting the stock; here’s why (In-Depth)
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

