Commentaries
Commentaries
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.
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Commentaries
Commentaries
Black Bear Is Short “AI Wanna-Be’s”, BNPL, Private Credit And Legacy Data Centers: 2025 Letter
Commentaries
Dan Loeb Goes Long SK Square, Quebecor And Somnigroup Q4 2025 As He Warns AI Is Changing Moat Perceptions: Investor Letter
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Praetorian Capital Q4 2025 Commentary
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Atherean Value Fund Q4 2025 Commentary
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Miller Howard Investments Q4 2025 Commentary: Is There Growth in Your Value?
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Sorfis 2025 Letter: AI Capex Exceeds Manhattan Project, Apollo & Public Works Combined (GDP-Adjusted)
Commentaries
Arquitos Capital Q4 Letter: Up 82% In 2025, Details Three Largest Holdings
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GoodHaven Fund 2025 Annual Letter
Commentaries
Ashva Capital Management 2025 Annual Letter
Commentaries
Third Wave Of The US Dollar Cycle – Crescat Capital
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Precious Metal Bets Boost Hirschmann Capital To 175% Return In 2025: Investor Letter
Commentaries
Grey Owl Capital Management Q4 2025 Commentary
Commentaries
Crossroads Capital Up 37.7% In 2025, 21.2% CAGR ITD
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Marram Investment Management Q4 2025 Commentary
Commentaries
Elliott’s Perspectives On Toyota Industries
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L1 Capital Global Long Short December 2025 Commentary
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Vltava Fund Q4 2025 Commentary: A Postcard From Latin America
Commentaries
Despite Rough November Amid AI Unwind RPD Opportunity Fund Up 35% YTD
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