Jump to content

Good site for hedge fund letters?


ZenaidaMacroura

Recommended Posts

I was wondering if there was a site that you guys use to access recent hedge fund letters?  Most notably Appaloosa, Third Point, Greenlight, Baupost etc?  I'm not opposed to a membership/fee site if they have "timely" letters (say Q3 or Q4 of 2013).  Not necessarily for trades but more for the information...

Link to comment
Share on other sites

I was wondering if there was a site that you guys use to access recent hedge fund letters?  Most notably Appaloosa, Third Point, Greenlight, Baupost etc?  I'm not opposed to a membership/fee site if they have "timely" letters (say Q3 or Q4 of 2013).  Not necessarily for trades but more for the information...

 

The problem is that even post JOBs act (where hedge funds are more laid back about this stuff) you can only post FULL hedge fund letters if you have permission, otherwise there are copyright issues. You can get around that by adding analysis to segments from the letters (long topic and i dont claim to be legal expert). Most of the big funds are not looking for investors and prefer no one reads their letters besides clients, however, some are more strict than others ie Baupost will not allow letters to be posted, Greenlight wont stop it. Therefore, I do not know of any site which posts these letters in full. However, Loeb's letters are public (not everyone knows that) http://www.thirdpointpublic.com/ and here are some sites which seem to do stories on the major funds on regular basis http://www.hedgefundintelligence.com/ http://www.zerohedge.com/ http://www.bloomberglink.com/people/kelly-bit/ (you might want to check out Bloomberg Briefs), http://www.businessweek.com/authors/1517-katherine-burton, http://marketfolly.com/ http://www.valuewalk.com/ http://online.wsj.com/search/search_center.html?KEYWORDS=ROB+COPELAND&ARTICLESEARCHQUERY_PARSER=bylineAND http://dealbook.nytimes.com/ if im missing any let me know. Also you might find some letters from time to time (like old Baupost ones) but its much harder to find full Baupost letters from any recent years.

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...