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
RPD Fortress Fund Up +0.70% Net In July 2025
Commentaries
Hirschmann Capital Q2 2025 Commentary
Commentaries
Dan Loeb Is Long Rocket Companies Adds To Casey’s General Stores [Q2 Letter]
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Blue Tower Asset Management Q2 2025 Commentary
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The GoodHaven Fund Q2 2025 Commentary
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Bretton Fund Q2 2025 Commentary
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Miller Howard Investments Q2 2025 Quarterly Report: Will Megacaps Outperform Forever?
Commentaries
Crescat Capital Up 92% YTD On Mining Wins
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Alluvial Fund Q2 2025 Commentary
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Grey Owl Capital Management Q2 2025 Commentary
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Arquitos Capital Management Q2 2025 Commentary
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Starvine Capital Q2 2025 Commentary
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Auscap Asset Management June 2025 Commentary
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Marram Investment Management Q2 2025 Commentary
Commentaries
Peterson Investment Fund I Q2 2025 Commentary
Commentaries
Apis Flagship Fund Up 24% YTD – Long Magnite & NOF, Short Quantum
Commentaries
GDS Investments July 2025 Commentary
Commentaries
Sandon Capital Activist Fund June 2025 Commentary
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