Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Q3 2021 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, what their... Read More
Founded in 2007 by Dov Gertzulin, DG Value is a value-focused investment firm. The firm runs two primary investment strategies, the diversified DG Value Funds and the concentrated DG... Read More
The DG Value Funds were up 2.7% for the third quarter, with individual fund classes ranging from 2.54% to 2.84%. The HFRI Distressed/ Restructuring Index was up 0.21%, while... Read More
A staggering 77% of Americans fear soaring inflation. James Montier has a more sanguine view of inflationary risks. In this session at the GMO Fall Conference, James explored some... Read More
It's no secret that ESG (environmental, social, governance) factors have become more important in investing. Fund managers are increasingly incorporating ESG factors into their portfolio allocations. However, those that... Read More
At the 13th Annual Columbia China Business Conference in April, Li Lu and Bruce Greenwald discussed the Investment process Li uses to find undervalued opportunities and companies that he... Read More
In his latest interview with Prime Quadrant, Dan Loeb discusses one of the most important things we can do as investors. Here’s an excerpt from the interview: Q3 2021 hedge... Read More
In August, Mohnish Pabrai took part in Brown University's Value Investing Speaker Series, answering a series of questions from students. Q3 2021 hedge fund letters, conferences and more One of the... Read More
Hedge funds have had a strong year, resulting in an increase in satisfaction among investors this year. However, the third quarter brought a significant reversal as hedge funds' favorite... Read More
KG Investments Fund was up 1.51% for October, bringing its year-to-date return to 1.4%. The S&P 500 is up 24.03% year to date, while the MSCI World Index is... Read More
In his latest memo titled – The Winds of Change, Howard Marks discusses the changing environment for investing and the new world order. Here’s an excerpt from the memo: Q3... Read More
A few weeks back, I had dinner with a close friend. Naturally, our conversation turned to the markets. Q3 2021 hedge fund letters, conferences and more Friend: Kuppy, you need to... Read More
Schonfeld Strategic Advisors' Fundamental Equity Fund LLC returned 0.0% in the month of October according to a copy of the firm's monthly investor tear sheet, which ValueWalk has been... Read More
In his recent presentation at Natixis Investment Managers, David Herro discusses the catalysts for value investing in today’s markets. Here’s an excerpt from the presentation: Q3 2021 hedge fund letters,... Read More
Consumer price inflation just hit the highest level in 30 years. Prices rose 6.2 percent from October 2020 to October 2021, according to new government data, prompting a new... Read More
eing so critical, I am often considered a contrarian. But I am very cautious about going against the herd; I am liable to be trampled on… Most of the... Read More
Steamboat Capital Partners was up 2.93% and 1.91% net for the third quarter. The S&P 500 returned 0.58%, while the Russell 2000 declined 4.36%, and the Credit Suisse Hedge... Read More
The Delbrook Resource Opportunities Master Fund was up an impressive 20.8% in October, bringing its year-to-date return to a commanding 51.5%. The third quarter was challenging for the fund,... Read More
In his latest interview with CNBC, John Malone says the market is in a bubble like the late 90’s, this is a land rush! Here’s an excerpt from the... Read More
Hawk Ridge returned -1.5% for the third quarter, which was only slightly better than the S&P 400's -1.8% return. The fund's average net exposure during the quarter was 50%,... Read More
In the book – Seeking Wisdom: From Darwin to Munger, Charles Munger discusses the point that we should pay more attention to our failures. Here’s an excerpt from the book: Q3... Read More
The Canyon Distressed Opportunity Fund III held its first closing at the beginning of November 2019. It has so far called 50% of capital commitments. The total net asset... Read More
