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
GDS Investments October 2025 Client Letter
Commentaries
Kernow Short Pets At Home, Warpaint And Wizz Air
Commentaries
Sandon Capital Activist Fund September 2025 Commentary
Commentaries
WHG Up 43% YTD With Gains On WING And LULU Shorts
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An AI Addendum – Praetorian Capital
Commentaries
RPD Opportunity Fund Posts +3.79% Net Return In September 2025
Commentaries
Vltava Fund Q3 2025 Commentary: Value Traps And Growth Traps
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RPD Fortress Fund Up +0.32% Net In September 2025
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Moerus Capital Management August 2025 Commentary: Trouble Is Opportunity
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Hazelton Capital Partners Q2 2025 Commentary
Commentaries
Kernow Builds Stake In Secure Trust Bank
Commentaries
Bonhoeffer Capital’s Q2’25 Investor Letter: Gains On Public LBOs
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GDS Investments September 2025 Client Letter: Macro Key Amid Shift To State Capitalism
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Black Bear Value Fund August 2025 Update
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ProChain Capital August 2025 Update
Commentaries
Sandon Capital Activist Fund August 2025 Commentary
Commentaries
RPD Opportunity Fund Posts +7.98% Net Return In August 2025
Commentaries
McIntyre Partnerships Bets On Pools; To Re-open To Investors In 2026 [Letter]
Commentaries

