Over the past decade, there has been a surge in hedge funds acquiring private assets. Funds that manage private and public equities, also known as "crossover" funds, have become... Read More
Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a... Read More
Q4 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, their investment... Read More
Trident Fund LP performance update for the month ended January 31, 2023. Q4 2022 hedge fund letters, conferences and more The Trident Fund LP GM, GME, and GME4 share classes returned +0.7, +1.1,... Read More
Ray Dalio, founder of the world’s largest hedge fund, has one. The Koch family, sitting atop a $137 billion fortune, has at least two. Still another entity, with unknown... Read More
Multi-asset strategies are styles of investment that provide for including a variety of different financial assets such as stocks, bonds and cash in a portfolio. Multi-asset strategies can provide... Read More
During his recent interview with Bloomberg, Howard Marks explains why investors should think in terms of risk/reward and not good idea/bad idea. Here’s an excerpt from the interview: Q4 2022... Read More
Morgan Stanley's multi-manager hedge fund, the Riverview Omni Fund, ended 2022 on a high note. According to a copy of the fund's fourth-quarter and 2022 letter to investors, which ValueWalk... Read More
Q4 2022 hedge fund letters, conferences and more In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss Bill Miller Shorts Tesla Here’s an excerpt... Read More
Bonhoeffer Fund's performance update for the month ended January 31, 2023. Q4 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned 10.8% net of fees in January, for a... Read More
Q4 2022 hedge fund letters, conferences and more In their latest episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discuss ARKK Flat For Past 5 Years. Here’s... Read More
Having a bank account closed can be inconvenient, especially if you didn’t see it coming. But why would a bank close your account? The short answer is that banks... Read More
Macro hedge funds, which look at economic trends and take advantage of dislocations across asset classes, had a banner year in 2022. On average, they notched a 12.2% return versus -0.7%... Read More
Value investors love a bargain. The entire idea of value investing is to buy something below its real price. But sometimes, the price is low for a good reason and never... Read More
Survivorship bias isn’t a term you likely hear often, but you know exactly what it is. Ever listened to a sales pitch that opened with the most optimistic information,... Read More
BlackRock Inc., the world’s largest asset manager, suggests investors should abandon portfolios made up of 60% stocks and 40% bonds, a mix that has been a standard for six decades. This... Read More
I often work with people who have mental illness and substance use disorders. But one syndrome is surprisingly common in the children of high-net worth parents: “failure to launch.” While... Read More
Carlson Capital's Double Black Diamond fund declined six basis points in December, capping its net return for 2022 at 6.38%. In December the fund's equity relative value and event-driven... Read More
Bruce Greenwald is one of the most prolific Value Investing teachers out there. His superpower is simplifying complex subjects like valuation and competitive analysis to help investors beat Mr. Market. Q4... Read More
Seemingly every day, there are news reports and political commentators repeating economic fallacies that should have been dead and buried long ago. Unfortunately, these misconceptions are often taken by the... Read More
During the 2012 Berkshire Hathaway Annual Meeting, Warren Buffett explained why the stock market is the most obliging, money-making place in the world. Here’s an excerpt from the meeting: Q4... Read More
Statar Capital returned an impressive 15.96% for December, bringing its 2022 return to 30.13%, driven by the fact that commodities were the best-performing asset class in 2022. According to... Read More
During this interview with The Millennial Investing Podcast, Aswath Damodaran discussed sticking to your philosophy of just buying the index. Here’s an excerpt from the interview: Q4 2022 hedge fund... Read More
Price makes news, not the other way around. A market is going to go where a market is going to go. ~ Paul Tudor Jones (h/t @MikeWShell) In this week’s Dirty Dozey [CHART... Read More
