Letters that hedge funds send to clients throughout the year contain insight from some of the best investors in the world. These letters potentially contain far more than just a list of holdings. You get the manager's outlook and opinion on the overall market. Letters don’t necessarily reveal all investments, but oftentimes big stakes are disclosed in the letter along with the funds rationale for choosing them.
The main focus of the site is to provide the quarterly newsletter detailing consensus hedge fund opinions. The site also provides a text mining tool where much of the information the newsletter contains is derived.
Use the Text Mining Search tool to find opinions from hedge fund managers on topics you are researching.