Exclusive Insights
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.
Exclusive Insights
Symmetry Invest A/S 2025 Annual Letter
Building Runways For Planes That May Not Return
Japan’s 40%-to-26% sub-BV Move, the FujiSoft playbook, & $1–2T RE Unlock Still Waiting
Atherean Value Fund Q1 2026 Commentary
Hedge Fund Performance Turns Negative In Q1 But Inflows Continue
Exclusive Insights
Vltava Fund Q1 2026 Commentary: Sport and Investing (Once Again)
Bonhoeffer Q4 2025 Letter: Long Korean Health Insurer And Broker
Pioneering Systematic Hedge Fund Manager Takes AI To Commodities With Moreton Capital Partners Launch [In-Depth Interview]
Markets & Macro
Trump Shock: Expected Iran War to Send Dow ‘Down 20%’ Oil To $200; Instead Sees Dow ‘Literally’ at 50,000
Michael Milken’s $112M Foundation Invests More than Half Its Holdings In an Unknown Entity
Japan’s Governance: TSE Exec Haruyuki Yamashita Explains Why Japan is the Ultimate Diversifier for 2026 [CFA NY Event]
Hedge Fund News
Hedge Fund Strategy Rotation in 2026: Trend-Followers, Commodities and Concentrated Equity Leaders Top the Rankings
Exclusive Insights
Marking Their 25th Anniversary, Tiger Global Shares What They Look For In Employees
Informational Articles
When To Sell A Stock (It’s Not What I Used To Think)
Private Credit & AI Wannabe Shorts Push Black Bear Up 13% In Q1
Blue Tower Up 2% In Q1 Amid Defensive Positioning; 23% CAGR Over Past 10 Years
70% Of Advisors Expect Private Market Investments To Grow; 90% Expect Outperformance Over Stocks: Adams Street
Informational Articles
A Positive Stock-Bond Correlation Is a Terrible Reason to Add More Equity Risk to Your Portfolio – AQR

