Commentaries
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.
Commentaries
Exclusive Insights
Praetorian Capital Q3 2025 Commentary
Buzzi SpA: Make Italy Great Again – Kerrisdale Capital
Quant Value Stock Profile: Supreme Plc- 9 PE And The CEO Owns 56% Of The Company
Quant Value Stock Profile: Pou Sheng International Trades At A PE Of 4.6
Quant Value Stock Profile: China Foods Looks Attractive
Quant Value Stock Profile: Aumann AG Looks Attractive
Exclusive Insights
Boosted By The U.S. Dollar Reversal, Tom Russo Looks For AI In Unusual Places [Q3 Letter In-Depth]
Informational Articles
Why Quants Pay More For Point-In-Time Data
Peter G. Peterson Foundation Expands $840 Million Portfolio; Investments In Elliott, Farallon, Abrams & Other Top Funds
13D Monitor Active-Passive Investor Summit
2025 13D Monitor Active-Passive Investor Summit: Palliser, Starboard, Engaged, Corvex, Impact Pitch Ideas
13D Monitor Active-Passive Investor Summit
2025 13D Monitor Active-Passive Investor Summit: Impactive Capital’s Wolfe Declares Definitive AI Bubble
GAIIM
Generative AI In Investment Management Conference: The Future Of Buy-side, Sell-side, Shorting, Investment Research & More
13D Monitor Active-Passive Investor Summit
2025 13D Monitor Active-Passive Investor Summit: Starboard CEO Jeff Smith Targets These Three Stocks
13D Monitor Active-Passive Investor Summit
2025 13D Monitor Active-Passive Investor Summit: Engaged Capital Sees This High-Tech Manufacturer Doubling
Commentaries
Miller Howard Investments Q3 2025 Commentary
Commentaries
Alluvial Fund Q3 2025 Commentary
Commentaries
Laughing Water Capital Q3 2025 Commentary
Commentaries
Cedar Creek Partners Q3 2025 Commentary
Commentaries

