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.
Byron Wien – The Market Is Vulnerable To A Correction
Corsair – Market Is Undervaluing Local Broadcasting Media Special Situation
ETFs/ETPs Hit A New Record Of 4.168 Trillion At The End 1H17
GDS Investments July 2017 Commentary
Lakewood Capital Bets Against One Of China’s Richest Billionaires
Lakewood Capital Bets Against One Of China's Richest Billionaires
FASANARA ON THE "FAKE MARKET CYCLE"
Charlie Munger's Human Misjudgment Revisited – Philip C. Ordway
Horseman: Shale Legacy Decline Means Peak Production Is Close
New Residential Investment Corp (NRZ)'s 12.5% Yield: A Deeper Dive
Value Investing – Timeless Reading
Value Briefs
Jacob Wohl, Facing August 7 Regulatory Hearing, Touts Trump Tweets
Verisk Analytics, Inc. (VRSK) – High Quality Cash Cow, Limited Reinvestment Opportunities
Alluvial Fund 2Q17 Letter To Partners – “True Growth” Companies
Exchange Income Corporation (EIF) Needs To Clean House And Come Clean – Cohodes
Edward Thorp · Math Genius Who Beat The Dealer And The Market
Baupost Connects The Dots, Sees Crash “Accelerant” – Letter
Baupost Connects The Dots, Sees Crash "Accelerant" – Letter

