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. 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.
Commentaries
Commentaries
Hinde Group Q3 2025 Commentary
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GDS Investments November 2025 Commentary
Commentaries
Giverny Capital Q3 2025 Commentary
Commentaries
Tweedy Browne Insider + Value ETF Q3 2025 Commentary
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Howard Marks November 2025 Memo: Cockroaches In The Coal Mine
Commentaries
Gains From AI And Argentina Bets Boost WHG LB Fund To 52% YTD
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An Opportunity To Buy The Pullback In The Metals Complex – Crescat Capital
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Since Inception RPD Fortress Fund Has Had Positive 32 Out Of 33 Months; Up 31% YTD
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Third Point Q3 2025 Commentary – Long These Asian AI Stock Plays
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Argosy Investors Q3 2025 Commentary
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Horizon Kinetics Q3 2025 Commentary
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Buckley Capital Q3 2025 Commentary
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Miller Howard Investments Q3 2025 Commentary
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Alluvial Fund Q3 2025 Commentary
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Laughing Water Capital Q3 2025 Commentary
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Cedar Creek Partners Q3 2025 Commentary
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Deep Sail Capital Q3 2025 Commentary
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Bretton Fund Q3 2025 Commentary
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