Articles
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Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
Articles
Commentaries
Alluvial Fund Q2 2025 Commentary
Commentaries
Grey Owl Capital Management Q2 2025 Commentary
Commentaries
Starvine Capital Q2 2025 Commentary
Hedge Fund News
YTD Titans: Alken, Old Peak, and Wellington Outperform the Pack
Press Releases
Spruce Point Capital Management Issues “Strong Sell” Research Opinion On Limbach Holdings
Press Releases
Fitch Learning Launches Annual Careers Guide to Quantitative Finance
Exclusive Insights
Inside ARKK: Where AI, Blockchain, and Genomics Fuel the Next Market Cycle
Press Releases
New Alto Study Highlights IRA Utilization Gaps in Alternative Investing
Exclusive Insights
Emerging Markets Outlook: PGIM Adds to China and Brazil, Trims India and Taiwan
Press Releases
IQ-EQ Acquires Gordian Capital Limited, Asia’s First And Largest Institutional Cross Border Fund Platform And Fund Solutions Provider
Commentaries
Auscap Asset Management June 2025 Commentary
Fintech/AI
How Financial Research Is Evolving: From Google to Generative AI
Commentaries
Marram Investment Management Q2 2025 Commentary
Exclusive Insights
This Hedge Fund Manager Likes Meta – If It Can Put AI Into the Hands of Users
Hedge Fund News
“Hedge Funds Didn’t Hedge Us” UC Regents Deliver Fatal Blow In Investment Overhaul
Exclusive Insights
ValueAct Capital Adds to Rocket, Dumps These Stocks [Exclusive]
Press Releases
Global ETFs Surge to $16.99 Trillion High in June 2025
3 Time-Tested Dividend Growth Stocks For Rising Income

