Welcome to our latest issue of ValueWalkâs hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
Q2 2022 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
Disclaimer: This is not investment advise but some rather incoherent ramblings of an extremely incompetent former value investor. DO YOUR OWN RESEARCH AND NEVER TRUST ANONYMOUS DUDES ON THE INTERNET!! On âre-underwritingâ... Read More
Inventory just keeps fallingâĤâĤ. âDavidsonâ submits: Q2 2022 hedge fund letters, conferences and more Total US Crude Inv decline 10.1mil BBL(decline 4.5mil in working inventory and 6.6mil decline in SPR), US... Read More
Dan Roller's Maran Capital Management returned -15.7% net of all fees and expenses in the second quarter of 2022, according to a copy of the fund's update, which ValueWalk... Read More
ETFGI reports Crypto ETPs listed globally gathered net inflows of US$227 million during July 2022. LONDON âAugust 12, 2022âŻâ ETFGI, a leading independent research and consultancy firm covering trends in the... Read More
Here are the most notable earnings call statements that happened this week! Q2 2022 hedge fund letters, conferences and more mohamed_hassan / Pixabay Uber CEO, Dara Khosrowshahi on Free Cash Flow: âUber delivered... Read More
Qualivian Investment Partners performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more Dear Friends of the Fund, Please find our July 2022 performance report... Read More
After getting thrashed in the era of low interest rates, the last remaining hedge fund managers dedicated to the world of foreign exchange are in fighting spirits this year. Aggressive... Read More
A disturbing trend continues to infiltrate courtrooms across the country where third-party groups â including Wall Street hedge funds, institutional investors and private companies â provide money to trial... Read More
HITE Hedge's alpha-only funds returned 0.62% for the second quarter, bringing their first-half returns for 2022 to 8.5%. The funds have grown their assets under management to more than... Read More
ETFGI reports global Hedge Funds industry had net outflows of 27.5 billion US dollars while Global ETFs industry had net inflows of 157.7 billion US dollars in Q2. LONDON â... Read More
There was a major development in 2006 that transformed how Americans invest for retirement. It solved one problem, but created another that will be causing extra pain to people... Read More
Beginning in April, the Consumer Financial Protection Bureau (CFPB) announced it would step up its regulation of fintech companies. This proposed rule would govern when and how the CFPB will make results from... Read More
Since its founding by Will Thomson and Chip Russell in June 2016, the Massif Capital Real Asset Strategy has outperformed all of its real asset benchmarks. Since its inception,... Read More
Bonhoeffer Fund's performance update for the month ended July 31, 2022. Q2 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned 3.5% net of fees in July, for a... Read More
Black Bear Value Fund update for the month ended July 31, 2022. Dear Partners and Friends, Black Bear Value Fund, LP (the âFundâ) returned +8.8%, net, in July and +5.8%... Read More
You may already know me. I am a simple yellow wood pencil. I have already recounted to you the wonder and amazement of my genealogy. From the mines of... Read More
In his recent interview with Tony Robbins, Ray Dalio explained how investors can cut their risk in half. Hereâs an excerpt from the interview: Q2 2022 hedge fund letters, conferences... Read More
Value-focused hedge fund Hawk Ridge Management generated a net return of -5.8% in the second quarter of 2022, compared to a return of -15.4% for the S&P 400. The... Read More
During July, the Roubaix Fund Composite generated a net return of +5.84% relative to a total return of +10.44% for the Russell 2000 Index and +2.89% for the HFRI... Read More
It's no secret that this year has been a volatile one for the markets. The S&P 500 is down 18% year to date, while the Nasdaq Composite is off... Read More
The post was originally published here. Download the full report as a PDF Q2 2022 hedge fund letters, conferences and more Is Ferrariâs prestige enough to drive its high valuation? Enhanced focus on... Read More
In his recent interview on The Investorâs Podcast, Jeremy Grantham explained how the stock market âtermitesâ always go for the juiciest speculative things first. Hereâs an excerpt from the... Read More
