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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.
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
Investment Thesis: The AI Buildout Is Creating A Power Bottleneck Trade (US, Europe, India)
SM Energy (NYSE:SM) – Full Investment Thesis
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Tourlite Fund Q4 2025 Commentary
Exclusive Insights
GDS February Letter: Long Zoetis; AI Capital Spending cycle Explained Max Who Will Win
Hedge Fund News
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Greencoat UK Wind PLC: A Discount-To-NAV Thesis – Responsible Asset Recycling
Carvana: New Information Reveals That BridgeCrest Is The Lienholder – CVNA Must Explain How And How Much
Former SEC Deputy Director And Top Trial Lawyer Antonia Apps Joins Paul, Weiss’s Litigation Department
Hedge Fund News
Hedge Funds Double Down on Big Tech While Abandoning Former Favorites; Big Bets On Unexpected Healthcare Stock – Q4 2025 13F Roundup
Hansa: The Discount Is The Product – And The Board Still Isn’t Sized To Close It
Despite Losses In Virtus And Paypal Shorts, Gator Capital Up 32% In 2025, 22% CAGR ITD – Details TFS Thesis
Hedge Fund News
Performance Turnover in HSBC Rankings: Hondius Macro leads with a 17.05% YTD surge; Equitile and WHG follow closely behind
Hedge Fund News
Guy Spier To Shut Down Hedge Fund Amid Health Issues; Converts To $500 Million Family Office
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The Goldman Sachs Foundation Made These New Fund Investments in 2024
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Black Bear Is Short “AI Wanna-Be’s”, BNPL, Private Credit And Legacy Data Centers: 2025 Letter

