Q4 2023
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.
Tweedy, Browne Funds Q4 2023 Commentary
Bonhoeffer Fund Q4 2023 Commentary
Quarterly Issue
Hidden Value Stocks Q4 2023 Issue
Vltava Fund Q4 2023 Letter: The Year 2023, The State Of The Markets, And Where We Will Look For Investments In 2024
Militia Capital Full Year And Q4 2023 Commentary
Value Briefs
Q4 2023 Issue Will Be Out Soon
Zillow Powers 2023 Gains for Will Vicars’ Caledonia Despite Shorts Getting Hammered In Q4 [In-Depth Exclusive]
Einhorn’s Greenlight Capital Ends 2023 with a 22% Return Despite Challenging Q4
Bonhoeffer Q4 2025 Letter: Long Korean Health Insurer And Broker
Commentaries
Dan Loeb Goes Long SK Square, Quebecor And Somnigroup Q4 2025 As He Warns AI Is Changing Moat Perceptions: Investor Letter
Commentaries
Praetorian Capital Q4 2025 Commentary
Atherean Value Fund Q4 2025 Commentary
Exclusive Insights
Lancaster Absolute Return Fund Posts 12.7% 2025 Return Despite Nvidia & Blue Owl Short Loses: Q4 2025 Letter
Marram Investment Management Q4 2025 Commentary
Exclusive Insights
Kerrisdale Capital Delivers 11.2% Return In Q4 And 2025 Return Of 26.1%; Highlights These Three Shorts In AI & Crypto
Saga Partners Q4 2024 Commentary
Semper Augustus Investments Q4 2024 Commentary
RV Capital Q4 2024 Commentary

