Value Briefs
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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.
Value Briefs
Value Briefs
Comparing The Size Of Governments & Corporations
Value Briefs
The Conservative Formula: Quantitative Investing Made Easy
Value Briefs
The Anatomy Of A Bubble Revisited: How High?
The (Un)certain Future For Small Advisory Firms
There’s No Such Thing As ‘The Will Of The People’
The Rise Of Slack Shows Creative Destruction At Work
Three Movies You Should Watch To Understand The Economic Collapse Of 2008
Value Briefs
Stop BEZOS And A Lesson In Economics
Value-Added Taxes Make It Easier To Raise Taxes-That’s Why Governments Love Them
Value Briefs
Can We Make Society Civil Again?
Big Tech’s Three Identical Strangers
Snapchat Shows The Problems With “Visionary” Founders And Dual Class Share Structures
Value Briefs
Netherlands Prosecutes Its Own Citizen For Calling Turkish Dictator A “Goat F*cker”
Aswath Damodaran Amazon And Apple At A Trillion $: A Follow-Up On Uncertainty And Catalysts!
Dark clouds gathering on the horizon: SocGen
Ray Dalio On Debt Cycles, A Long Tech Trade, And God Walking With The Devil
It’s Time To Reimagine Credit Ratings… Here’s How To Do It
Here’s Why Valuation Determines Total Dividend Payments For Overvalued Stocks: Johnson & Johnson

