vic
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.
Black Bear Value Partners LP 2019 Letter: The Importance of Game Selection & Runways
RGA Investment Advisors 4Q19 Commentary – ANGI: The House Isn’t The Only Thing Getting Fixed
Market Behaviour And Its Implications
Blue Tower Asset Management 4Q19 Commentary: Career Risk in Institutions and the Principal Agent Problem
Sit On Your As$ Investing
Seth Klarman In Q4 Letter: America Is “Squandering Its Credibility” On Unimportant “Hijinks”
What Can and Can’t be Indexed?
The 7 Most Important Factors For Getting Rich
The Highly Confident Turnaround CEO
8 Venezuelan Industries Hugo Chavez Nationalized (Besides Oil)
Walmart Has Made a Genius Move to Beat Amazon
ETFs Hit $6.35 Trillion AUM In 2019
Alluvial Capital Management 4Q19 Commentary: Favorite Micro-cap stocks
TX Capital’s 50% Gain Boosts David Einhorn’s FOF In 2019
2020: Party Like It’s 1999?
Value Investing Lessons from Renaissance
Value Briefs
Recro Pharma: A Hidden Gem with 55% Upside
These are all of Greenlight’s long positions from their 2019 letter

