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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Commentaries
How Adam Wyden Continues to Win Big Over the Years Part 4: The Pandemic Years
Interview With Ninety One’s Varun Laijawalla – EM Out of Favor, But They Could Look Very Different in 10 Years
Seeking Blind Spots in Emerging Markets: Interview With TT International’s JC Sambor
Markets & Macro
S&P 500 Index: All Twisted Up In The Game
The Hedge Fund Trend Fueling Dubai’s Financial Dominance
Commentaries
Hayden Up 17% YTD, 15% CAGR Since Inception
Archer Aviation, The Nikola Of The Skies – Grizzly Research
Commentaries
Antero Peak Strategy Q2 2025 Commentary
Exclusive Insights
Cadira Capital Management Posts +2.54% in July, Lagging TOPIX’s +3.17% Benchmark Gain
How Adam Wyden Continues to Win Big Over the Years Part 3: The Bump in the Road that Was 2018
Is a Rally in Sight for This Self-Care Company? These Hedge Funds Think So
GAMCO Investors: Value In A Legend’s Asset Management Company
Value Briefs
The Stock Market’s Berkshire Problem
Hedge Fund News
Why Hedge Funds Deserve A Bigger Role In Portfolios Today – BlackRock
Hedge Fund News
Event Driven Leads As Hedge Funds Post 0.5% Return In July – Citco
Exclusive Insights
Zeno Equity Partners: The Bull Thesis for This Underappreciated Semis Giant [In-Depth]
Aurora Innovation (AUR): A Dead End – Kerrisdale Capital
Exclusive Insights
Soroban Capital Outlines Industrial Bets To Seize Ground In New AI Economy [Q2 Letter]

