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.
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.
Commentaries
Commentaries
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Press Releases
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Kernow Asset Management June 2025 Commentary – RWS Short Closed
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WHG Global Long Bias Fund June 2025 Commentary: Gains On Tesla Short
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Goehring & Rozencwajg Q1 2025 Commentary – The Hidden Revival Of Platinum And Palladium
Exclusive Insights
Boothbay Positive In May As Multistrat Fund Increase Allocations To Top PMs
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Mining: The Bedrock of Innovation and Industrial Revival – Crescat Capital
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2025 Global Alts New York: Bitcoin $100K Shows Gold $100K Is Possible
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Kernow Asset Management Up 8.3% in May 2025
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3 Of The Top 10 Hedge Funds In 2025 – Crescat Capital
Praetorian Capital Fund Q1 2025 Commentary
Unsustainable Disequilibrium – Crescat Capital
Michael Burry Portfolio: Investments and Insights

