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You can find letters to investors from a lot of hedge funds with a bit of searching (e.g. [0]). My favorite was Baupost [1], but they can be a bit litigous with
by derivagral 6y ago
You can find letters to investors from a lot of hedge funds with a bit of searching (e.g. [0]). My favorite was Baupost [1], but they can be a bit litigous with taking their content down from sites. Perhaps not the raw data you're looking for, but its a different perspective than the news outlets have.
[0] https://www.vintagevalueinvesting.com/the-complete-list-of-q4-2020-hedge-fund-letters-to-investors/ https://www.vintagevalueinvesting.com/the-complete-list-of-q...
[1] https://old.reddit.com/r/investing/comments/i40wi3/seth_klarmans_baupost_letter_to_investors_july_23/ https://old.reddit.com/r/investing/comments/i40wi3/seth_klar... (wayback link in the comments)