This post was created on 10/1/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large...
Welcome to the September 2019 (Q3) issue of Hidden Value Stocks. This issue introduces interviews with two fund managers as well as recent updates from Stanphyl Capital and the Global Quality Edge Fund interviews, which were part of the September 2018 issue. The first interview is with Mark Walker, the...
Over the past 90 years, the world has changed dramatically, and so has the stock market. Investment trends and fads have come and gone, while old-world companies have collapsed, to be replaced by newer upstarts. But the one thing that hasn't changed over all these years is the outperformance of...
This might surprise you, but water is a fantastic investment. Q3 2019 hedge fund letters, conferences and more Take water utility stocks like American Water Works (AWK) and Consolidated Water Co. (CWCO), for example. In the past six months alone, their stocks have shot up 19% and 28%, respectively. Industrial water companies like Danaher Corp. (DHR) are...
In my last article I shared the strategies of three famous value investors. Each investor had one shared theme: focus on downside protection. Q3 2019 hedge fund letters, conferences and more 200degrees / Pixabay These investors knew that in order to generate outsized returns, they needed to not lose money. Not losing...
ETFGI reports that assets invested in ETFs and ETPs listed Globally reached a new record high of US$5.96 trillion at the end of October 2019 Q3 2019 hedge fund letters, conferences and more LONDON —November 12, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs/ETPs...
Black Bear Value Fund performance update for the month of November 2019. Q3 2019 hedge fund letters, conferences and more Fund Strategy Black Bear Value Fund, LP is an opportunistic, concentrated and fundamental value investment partnership. Our partnership operates with low fees and high levels of alignment between the Investment Manager and...
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives Q3 2019 hedge fund letters, conferences and more Andrys / Pixabay Click here to watch a video and learn more about Evidence Based Advisor Marketing. I like to think I’ve learned from my mistakes. I’ve made...
“There’s always an easy solution to every human problem – neat, plausible and wrong.” - H.L. Mencken, in The Divine Afflatus Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay In his latest book, Malcolm Gladwell turns to a theme that matters greatly to financial advisors – preventing financial fraud...
Oil and gas discoveries excite markets and nations with the prospect of profits, tax revenues, and jobs. However, geological processes did not distribute them equally throughout the Earth’s crust and their mere presence does not guarantee a windfall for whatever nation under which they lie. Q3 2019 hedge fund letters,...
We’ve talked at length about the move to algorithmic trading, the quant revolution and the billions of dollars that investors have been pouring into the space. But all isn’t rainbows and lollipops in the quant world these days. While the growth and general spend on quants is still growing,...
Over the past ten years, value stocks have struggled to keep up with the broader market. Q3 2019 hedge fund letters, conferences and more The Russell 2000 Value Index, for example, has underperformed the S&P 500 by 57% since November 2009, excluding dividends. If you’re looking for value stocks, and exclusive access...
Alluvial Fund gained 3.24% in October, following September's 0.94% gain. Year to date, the fund is up 15.59% as it has more than made up for the 8.98% it lost in all of last year. For comparison, the S&P 500 returned 2.2% in October, while the Russell 2000 was...
ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses how he manages risk, driving returns from a combination of portfolio management and risk management, and shares his views on active and passive investing. Q3 2019 hedge fund letters, conferences and more kreatikar /...
Agricultural production is one of the mainstays of the economy, accounting for 3% of the world’s GDP and almost 30% of global employment. One of the most widely grown crops in the world is wheat, which can be used to make products such as bread, alcohol, and baked goods....
Stock prices move up and down every day, but the very best companies bring value to their shareholders over the long term. Since 2019 is almost over, we wanted to understand the top 10 stocks so far this century. At least some of the companies making the list might...
Responsible Investing: The Environmental, Social, and Governance (ESG) – Efficient Frontier Lasse Heje Pedersen, Shaun Fitzgibbons, and Lukasz Pomorski Working Paper A version of this paper can be found here Want to read our summaries of academic finance papers? Check out our Academic Research Insight category Q3 2019 hedge fund letters,...
This article is Part 5 of an 11-part series analysis of Tesla, Elon Musk and EV Revolution. You can read other parts here. Q3 2019 hedge fund letters, conferences and more Pexels / Pixabay My wife loves driving the Model 3, not for all the selfish reasons I like to drive it...
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of...
“If we pay attention to cycles, we can come out ahead. If we study past cycles, understand their origins and import, and keep alert for the next one, we don’t have to reinvent the wheel in order to understand every investment environment anew. And we have less of a...
Welcome to my weekly review of dividend increases. I have done this process for over eleven years on my site, in order to share with readers how I go about monitoring my portfolio. I also review the list of dividend increases every week in order to uncover any hidden...
The rise of the Shanghai Import Expo reflects China’s huge transformation from world producer and cheap prices to world consumer and innovator. Q3 2019 hedge fund letters, conferences and more Speaking at the second China International Import Expo (CIIE) in Shanghai, Chinese president Xi Jinping pledged China will stimulate increased imports,...
Aristides Fund LP was up 1.23% for October, while Aristides Fund QP, LP was up 1.18%. On a year-to-date basis, the former has gained 8.63%, while the latter gained 8.7%. Update on Beyond Meat short In his November letter to investors, which was reviewed by ValueWalk, Managing Member Christopher Brown said...
ValueWalk's Raul Panganiban interviews Gregory Zuckerman, the author of "The Frackers," "The Greatest Trade Ever," and his most recent book that's coming out soon, "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution." In this part, Gregory discusses the Peter Brown and Robert Mercer tandem,...
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