Simply click the menu below to perform sorting functions. This page was just created on 7/1/2020 we will be updating it on a very frequent basis over the next three months (usually at LEAST daily), please come back or bookmark the page. As always we REALLY really appreciate legal letters and...
Acacia Capital was up 12.27% for the second quarter, although it remains in the red for the year because of how difficult the first quarter was. The fund is down 14.25% for the first half of the year. Q2 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Top five holdings Acacia's...
ValueWalk's Raul Panganiban interviews Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O'Shaughnessy Asset Management. In this part, Jim discusses revisting the ideas that got buried in the research graveyard and his favorite books. Q1 2020 hedge fund letters, conferences and more Oh, man. Yeah, for the the research...
Even before this year’s market crash, the wealth-management industry’s richest clients were frustrated about fees. Q2 2020 hedge fund letters, conferences and more A third of those with more than $1 million of investable assets were uncomfortable with them in 2019, according to Capgemini SE’s World Wealth Report 2020. Such discomfort...
Electron Capital Partners LLC's flagship investment fund, the Electron Global Fund, returned 5.1% in June, according to a copy of the firm's June investor update, a copy of which ValueWalk has been able to review. Following this performance, the fund ended the second quarter with a 9.5% gain compared to...
Tail risk hedges are designed to only pay off when the markets suddenly plunge, so many investors don't have the stomach to carry them. However, one expert on tail risk funds advises investors not to be in the market right now if they aren't using a tail hedge. Q2 2020...
The Canyon Balanced Fund was up 4.58% in May, bringing its return for the first five months of the year to -20.1% net. In their May letter to investors, which was reviewed by ValueWalk, the Canyon team said the month's strength was driven partially by expectations that the policy...
Editor’s note: This article is part of a series ValueWalk is doing on tail risk hedge funds. The series is based on over a month of research and discussions with over a dozen experts in the field. All the content will be first available to our premium subscribers and...
ValueWalk's Raul Panganiban interviews Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’Shaughnessy Asset Management. In this part, Jim discusses "dynamic portfolio creation', the next version of what works on Wall Street. Q1 2020 hedge fund letters, conferences and more fill / Pixabay Makes complete sense. Now, getting back to...
Fastenal is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial distribution company have yielded an average annual return of 16%, turning every $10,000 invested into $44,264. Q2 2020 hedge fund letters, conferences and more Image source: Yahoo Finance In many ways,...
“In the end, what counts is buying a good business at a decent price, and then forgetting about it for a long, long, long time.” – Warren Buffett Q2 2020 hedge fund letters, conferences and more Some will take issue with the quote above. It’s obviously important to stay informed, and...
683 Capital Management returned -18% net in the quarter to the end of June. Following this performance, the fund is off 18% year-to-date, that's according to the firm's second-quarter investor update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more Commenting on this performance in...
DG Value Partners was up 1.06% for June, although the fund remains in the red year to date. DG Value is down 7.46% net for the first half of the year. Q2 2020 hedge fund letters, conferences and more Positive and negative contributors The fund's top five long positions during June were...
ValueWalk's Raul Panganiban interviews Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’Shaughnessy Asset Management. In this part, Jim discusses what led him to the finance and investment industry. Q1 2020 hedge fund letters, conferences and more I just wanted to welcome all our listeners to a very special...
Discounting future cash flows is one of the most frequently used methods of business valuation. It's also the preferred method of Warren Buffett and Charlie Munger. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out Hidden Value Stocks. While he's never laid out his exact...
Worm Capital, LLC performance update for the month ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Worm Capital is an investment management firm with a focus on equity-oriented strategies. Our team is comprised of passionate investors and researchers who are excited about what the future holds. Our...
Dear fellow investors, Q2 2020 hedge fund letters, conferences and more In the business of common stock portfolio management, most of your time is spent practicing your own specific discipline. However, extremes of mass psychology force you to take very uncomfortable positions for extended periods of time. When folks are scared...
Trident Fund LP performance update for the month ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more The Trident Fund LP returned +1.1 percent in June, and the fund is +8.3 percent net year to date. The motto “Don’t Fade the Fed” dominated global macro events in June and...
Nathaniel August's Mangrove Partners was down 0.5% in May and 6.8% in April, bringing its quarter-to-date return for the second quarter to -7.2% and its year-to-date return for the first five months of the year to -35%. At the end of May, the fund's gross exposure was 194%, while...
Below is partial content from a note sent to Saber Capital investors on March 23rd, 2020. To join Saber’s distribution list, please use the signup form on this page. Q2 2020 hedge fund letters, conferences and more Bear Market Notes The COVID-19 panic continues to wreak havoc on both the stock market...
Sometimes, even the best businesses lose their way. Companies like General Electric, which was once a giant of American industry, has flopped in recent years. It has been hamstrung by underperforming businesses and high levels of debt. Q1 2020 hedge fund letters, conferences and more Efforts to turn around struggling businesses...
What You’ll Learn How to value stocks using the Graham Formula Why Graham created this valuation The pros and cons of the Graham Formula Real examples using the Graham Formula to value stocks Q2 2020 hedge fund letters, conferences and more For the rest of the series, be sure to check...
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