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
Bilbel Capital Q2 2025 Commentary: Up 2,000% Since Inception In 2022
Commentaries
RPD Fortress Fund Up +1.10% Net In August 2025
Commentaries
America’s Twin Deficit Trap – Crescat Capital
Commentaries
RV Capital Q2 2025 Commentary
Commentaries
Elliott’s Perspectives On PepsiCo
Commentaries
Hayden Up 17% YTD, 15% CAGR Since Inception
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Antero Peak Strategy Q2 2025 Commentary
Commentaries
The Insiders Fund Up 13% YTD, 700% Return Over S&P Since Inception
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Alluvial Fund July 2025 Commentary
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Tactile Fund Q2 2025 Commentary
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Smoak Capital Q2 2025 Commentary
Commentaries
Gator Beating Market Again YTD: Long WEX [Q2 Letter]
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Howard Marks August 2025 Memo: The Calculus of Value
Commentaries
Black Bear Value Partners: Gains On Warrior Met Coal & Tidewater
Commentaries
Praetorian Capital Q2 2025 Commentary
Commentaries
WHG Global Long Bias Fund July 2025 Commentary
Commentaries
RPD Opportunity Fund Posts +4.88% Net Return In July 2025
Commentaries
Kernow July 2025 Letter: This UK Firm Just Became The Second Biggest Player In A Hot Industry
Commentaries

