Commentaries
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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
Reid Hoffman’s $1B Foundation: These Venture Capital Funds and Early-stage Companies That Dominate His Portfolio
Peter Thiel’s Foundation Directed Its $45 Million Portfolio Into Many Companies Focused Innovation
RPD Opportunity Fund Has Rough January As Long Software Clouded By Claude Fears
GA Courtenay Fund Starts 2026 with 4.0% Gain After Moderate 2025 Returns; Favorite Stocks Include Kraken Robotics & EchoStar
These Two U.S. Quality Growth Stocks Have Put Up Massive Gains… And They May Have More Upside Left
WHG Global Up 15% In January: Gains On AI Longs And AI Short; EM Bets And Previous Metals
Japan Investment Corporation’s “Go Global” Strategy: Bringing Japanese Innovation To The World
Leon Cooperman’s $600M Foundation Bets On Crypto, Cannabis And Chamath
Commentaries
Praetorian Capital Q4 2025 Commentary
How Hedge Funds Navigated January’s Calendar-Driven Market Amid Risk-On Momentum
Atherean Value Fund Q4 2025 Commentary
Warren Buffett-Linked Foundations Have Over $5B In AUM With $500M In Amazon & Some Nvidia; These Are All Their Stocks And Bonds
Eolas Capital And Italian Fintech Axyon AI Announce Partnership To Bring AI-Powered Solutions To U.S. Investment Managers
In Search Of Distressed Opportunities In Structured Credit: In-Depth Interview With Deer Park Road Founders
Sorfis 2025 Letter: AI Capex Exceeds Manhattan Project, Apollo & Public Works Combined (GDP-Adjusted)
Alluvial Fund Up 42% On Soap, Canned Corn, Mid-Tier Malls And Widgets Distributor
Spruce Point Issues “Strong Sell” Research Opinion On Resideo Technologies (REZI)
Buckley Capital 2025 Letter: 2.5x Upside For Basic-Fit

