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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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.
Argosy Investors Q1 2026 Commentary
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Crossroads Capital Q1 2026 Investor Letter
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McIntyre Partnerships Q1 2026 Commentary
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Ashva Capital Management Q1 2026 Commentary
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Arquitos Capital Q1 2026 Commentary
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April 2025 Vol Event Drove +25.21% Single-Month Gain At Kris Sidial’s Ambrus Capital
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Grey Owl Capital Management Q1 2026 Commentary
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GDS Investments April 2026 Commentary
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Absolute Return Partners April 2026: My Thoughts on Momentum Investing
Private Credit & AI Wannabe Shorts Push Black Bear Up 13% In Q1
Blue Tower Up 2% In Q1 Amid Defensive Positioning; 23% CAGR Over Past 10 Years
Loeb Gains On GLP-1, Housing, And AI Short Bets; Details New Defense Stock [Q1 2026 Letter]
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RV Capital: Exploring AI’s Impact on Jobs and the Future of Work
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Sell The S&P 500 And Buy Gold Mining Stocks – Crescat Capital
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Rubric Capital Sees This Stock Going Up 150%
Chenavari Credit Fund Up Slightly In 2026 Discloses Short In Goldman Sachs’ Private Credit BDC
Generation PMCA March 2026 Commentary: Top-Down And Bottom-Up
Alluvial Fund Up 3.5% In February 2026

