Exclusive Insights
Exclusive Insights
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 confidental. We do not charge any money to cover funds. We only cover those funds who we think are interesting, add value or the like (although we do not endorse any fund or investing). 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.
Exclusive Insights
Exclusive Insights
ValueAct Capital Slashed Its Stakes in Core Positions Toast, Roblox in Q1
Exclusive Insights
John Armitage’s Egerton Buys CME; Starts New Position In Large Korean Defense Firm [Q1 Letter]
Exclusive Insights
Select Equity Group Down 9.3% YTD Amid Defensive Shift And Tariff Volatility
Exclusive Insights
Tom Russo Not Worried about Berkshire After Buffett’s Exit, And Why Nestle is like Pagoda [Q1 Letter]
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Dividend Powerhouse: Thornburg’s Equity Income Builder Delivers 11% YTD
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Systematica’s Blue Trend Fund Hit by April Storm Down 17.3% YTD; JGB Short Bet Backfires
Tom Russo’s Semper Vic Continues to Outperform, Warns About FOMO Amid AI Gold Rush [Q1 Letter]
Exclusive Insights
Lansdowne Partners Is Bullish On Compass holding
Exclusive Insights
Zeno Equity Partners: What Sets Amazon Apart from Microsoft, Alphabet, Meta and Other Mega-Cap Tech
Weathering the Storm: Svelland Capital’s Strategic Outlook on Energy and Tankers in 2025 [In-Depth]
These Are ValueAct Capital’s Top Stock Picks From Q1 2025 [Q1 Letter]
KKR Backed Catalio Capital Management Sees April Rebound
Hedge Fund Strategies Target Capital Preservation and Risk Mitigation to Enhance Returns in 2025
DG Capital Up In 2025; Buys Stressed P&C Insurer & Sells VEON [Exclusive]
Gardner Lewis: The Rise of M&A Under New Administration Will Happen Soon [Q1 Letter]
ValueAct Buys Entegris, Applied Materials, Amazon, Trims Meta Platforms [Q1 Letter]
Hedge Funds Wait for the Market to Appreciate this Payment Processor’s Turnaround and Trigger a Re-rating
Chase Coleman’s Tiger Global Wins with Shorts in Q1, Cuts Magnificent Seven Exposure in Half Ahead Of Crash

