Commentaries
precious metals
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
Commentaries
Third Wave Of The US Dollar Cycle – Crescat Capital
Grey Owl Capital Management Q4 2025 Commentary
Hedge Funds See First Net Inflows Since 2021 Amid Best Performance Of The Decade
Exclusive Insights
Greenlight Masters FoF Up Over 30% In 2025 With Gains From Hedge Funds Helikon, Extract Capital And Tyro Partners
Hedge Fund News
Strong Finish To 2025 For Hedge Funds, With Equity Long/short Up 18%
Hedge Fund News
2025 Hedge Fund Winners Confirmed As Systematic Funds Gain Early 2026 Traction
Exclusive Insights
Fulcrum’s Absolute Return Fund Climbs 12.8% YTD Following Strong November Macro Gains
L1 Capital L/S Fund Has Its Best Month of 2025 & Up 42% YTD With Gains From This Aussie Bank Short
Gold, Silver, and FX Shorts Power Winton Alma to 1% November Gain; Up 3.6% YTD
Generation PMCA Q3 2025 Commentary: Long Live Value Investing
2025 Sohn London Conference: Muddy Waters’ Carson Block – This Gold Miner Could 5x On a “Tier One Freak Discovery”
Hedge Fund News
Equitile Holds the Lead With The Top Performing Hedge Fund In 2025
Gator Financial Partners Q3 2025 Commentary
Black Bear Value Fund October 2025 Update
Sohn San Francisco
2025 Sohn San Francisco: Park West Bets Flow Dislocation Drives Opportunity In This Gaming Supply Equity
Exclusive Insights
LHC Capital Highlights HUB24, MA Financial, And Life360 As Key Drivers In Q3 Outperformance
Exclusive Insights
Praetorian Capital Q3 2025 Commentary
Exclusive Insights
Fulcrum Income Fund Delivers Best Month Of 2025 With +3.2% Gain In September
Hedge Fund News

