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.
NOTE: We are not affiliated with nor do we endorse any funds listed.
Stay on top of the latest in hedge fund commentary below.
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Also see our hedge fund database tool here.
Commentaries
Spruce Point Issues “Strong Sell” Research Opinion On Resideo Technologies (REZI)
Buckley Capital 2025 Letter: 2.5x Upside For Basic-Fit
GoodHaven Fund 2025 Annual Letter
Learning From Sir Christopher Hohn
Ashva Capital Management 2025 Annual Letter
Commentaries
Third Wave Of The US Dollar Cycle – Crescat Capital
Global ETFs Hit $20 Trillion AUM Milestone
BlueCrest Vs UK Supreme Court
Inside The Kingdon Foundation Portfolio: Hedge Funds, Private Equity, and Long/Short Equity Exposure
Grey Owl Capital Management Q4 2025 Commentary
Exclusive Insights
Lancaster Absolute Return Fund Posts 12.7% 2025 Return Despite Nvidia & Blue Owl Short Loses: Q4 2025 Letter
Copper Hits New High – The Key Drivers And A Look At Investor Demand
Press Releases
BNP Prime Brokerage Report: Hedge Funds Have Produced Strong Alpha Over The Past Five Years
Katamaran Capital CIO Priya Kodeeswaran (Ex-Man Group & Millennium) Sees A New Level Of Picks-And-Shovels Trade For AI Coming Into Focus [In-Depth Interview]
The Story Of Danaher, The Poster Child For A Company With An Owner Mindset
Rates Redux: Revisiting The Impact Of Interest Rates On Hedge Funds
Magellan Capital Launches $975M Multi-Strategy Hedge Fund In Dubai
AST SpaceMobile (ASTS): Introducing The SpaceMob – Crossroads Capital

