Commentaries
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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.
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Commentaries
Commentaries
Ashva Capital Management Q1 2026 Commentary
Gator Financial Has Rough Q1 But Still 21% CAGR; Long Ameriprise
Culper Research Is Short NVIDIA Corp
Exclusive Insights
David Tepper’s Nephew Up 20% In April After Correctly Predicting an Iran Escalation; 27% CAGR ITD [Exclusive]
Perspective Alpha Fund Gains 0.56% as Energy Longs Offset Sharp Equity Selloff
Hedge Fund News
Leopold Aschenbrenner’s Q1 2026 13F: $8.5B Bet Against AI Chips
‘Digital People’ Predicted to Outnumber Humans 5-Fold Within Five Years, Says Valliance’s Kenny Zhang [In-Depth Profile]
Hedge Fund News
Q1 2026 13F Roundup: Berkshire’s Buffett-Free Debut, Alphabet Convergence, and the Mag7 Reshuffle
This Firm Sees Engagement As The Way Forward In Japan
Ironshield High Yield Alpha Fund Gains 0.61% in March as Iran Tensions Roil Markets
Baker and Khaira Map the Infrastructure Bottleneck at Sohn New York 2026
Goodwin Warns of Software-Loan Reckoning in Private Credit at Sohn 2026
Bravo Doubles Down on Domain Leaders as Software Pivots to Agentic Era
Ross and Yetimoglu Make the Case for AI Infrastructure Suppliers at Sohn 2026
Camden Property Trust (CPT) Pitched Long by Leslie Sturgeon at Sohn New York 2026
Three Managers Target Accounting Gaps, AI Roll-Ups, and GLP-1 Disruption at Sohn 2026
Hedge Fund News
Citco Reports 50%+ Trading Surge in March 2026 Amid Volatility
Exclusive Insights
Kernow Up 9.2% In April As It Triples Berkeley Group After 20% Fall
Value Briefs

