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Q2’20 Hedge Fund Letters Sortable Database!!! Baupost, Mangrove, Greenlight, Loeb, Maverick, Lakewood & MUCH More [UPDATED 9/16 15:25 EST]

Simply click the menu below to perform sorting functions. Page is updated very frequently so please come back or bookmark the page. This database is complied by scouring hundreds of sites, emails and last but not least Valuewalk's top-notch exclusive sources network. We believe we have the MOST extensive source out...

Dan Fuss: Default Rates Rising, Avoids CLOs

In the U.S. Navy in the 1950s, Dan Fuss learned a maxim he still finds useful to this day while navigating pandemic markets: “Don’t sail close to the reef unless you have to.” Q2 2020 hedge fund letters, conferences and more Shutterbug75 / Pixabay It’s why the legendary bond investor and former...

Michael Mauboussin: Here’s what active managers can do

The debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be...

Nowhere To Run… Nowhere To Hide

September has been rather nasty (so far) not just in equities, but across the various asset classes purporting to provide diversification from such down turns. After today’s sell off, the S&P 500 is down around -9% for the month. Gold is off about -3%, Commodities down about -5%, and...

Aging & Equities: Selling Stocks for the Long-Term

The negative impact of demographics on equities Q2 2020 hedge fund letters, conferences and more This research note was originally published by the CFA Institute’s Enterprising Investor blog. Here is the link. SUMMARY There is a negative relationship between aging populations and stock valuations Given that most developed markets are aging, this creates structural headwinds...

Small-Cap Value Set To Outperform

There’s no asset class too much money won’t spoil. ~Barton Biggs via A Hedge Fund Tale of Reach and Grasp Q2 2020 hedge fund letters, conferences and more Good morning! In this week’s Dirty Dozen [CHART PACK] we look at the latest Global Fund Manager Survey, talk some more about ALL the...

An Ode to Passive Management

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 2020 hedge fund letters, conferences and more In the revised edition of The Incredible Shrinking Alpha, Larry Swedroe and Andrew Berkin make the case that investors are better off choosing passive investments because...

The Performance of Stocks with the Worst ESG Scores

Investors underestimate the negative consequences of high environmental, social and governance (ESG) risks, and underreact to prior negative ESG events. High ESG risks destroy shareholder value. Q2 2020 hedge fund letters, conferences and more To appreciate the significance of this finding, consider that, over the past decade, there has been an...

Warren Buffett’s 2018 Activist Investment

Most investors are aware of Warren Buffett's most high profile long-term investments. However, there is one long term investment that is often overlooked. Q2 2020 hedge fund letters, conferences and more This is building materials maker USG, which was owned by Berkshire Hathaway for more than 17 years before it was...

Larry Siegal And Paul Kaplan: Market Crash #MICUS

Notes from Larry Siegal And Paul Kaplan's presentation at the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Larry Siegal and Paul Kaplan: Market Crash What makes corona difference Paul Kaplan Cause is different Shutdown by government led to downturn Larry Siegal No government shutdown their government particularly in...

Charlie Munger: Invert And Use “Disconfirming Evidence”

Charlie Munger is considered to be one of the best investors and thinkers alive today. His thoughts and statements on investment research, investment psychology, and general rational behavior are often incredibly insightful. Anyone can learn something from this billionaire investor and philosopher. Q2 2020 hedge fund letters, conferences and more If...

Warren Buffett: If You Own A Good Business, Keep It

Buying private businesses is easier than acquiring public firms, and investors should avoid selling good investments at all costs, according to the Oracle of Omaha, Warren Buffett. Q2 2020 hedge fund letters, conferences and more In an interview with CNBC in March 2013, Buffett was asked if he was looking at...

Up-and-Coming Small- and Mid-cap Portfolio Managers #MICUS (Morningstar Conference)

Notes from Laird Bieger of Baron Capital, Mark Wynegar of Tributary Capital Management, and Amy Zhang of Alger Funds' presentation from the 2020 Monringstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Up-and-Coming Small- and Mid-cap Portfolio Managers Our manager research team has been publishing its semiannual Morningstar Prospects report...

High-Yield State Of Mind: #MICUS

Notes from Bryan Krug of Artisan Funds, Harley Lank of Fidelity Investments and Elaine Stokes of Loomis Sayles and Co.'s presentation from the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more High-Yield State Of Mind High-yield bonds have been on an impressive run in recent years, but the...

Nasdaq Tests New Jersey Exit in Fight Against Trading Tax

Nasdaq Inc. will temporarily move some operations to Chicago, escalating a dispute with New Jersey over proposed taxes that would generate billions of dollars from high-speed trading at the stock exchange and its rival firms. Q2 2020 hedge fund letters, conferences and more FirmBee / Pixabay Nasdaq’s PSX exchange will move to...

Global ETFs aBroke Through The $7 Trillion Milestone

ETFGI reports assets invested in ETFs and ETPs listed globally broke through the $7 trillion milestone at the end of August 2020 Q2 2020 hedge fund letters, conferences and more LONDON —September 9, 2020 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETFs and ETPs ecosystem,...

GreenWood Investors – The Three Second Rule

Our first quarter letter’s discussion on paying more attention to the whims and fancies of Mr. Market’s focus spurred a few friends to recommend some great psychological summer reads. Q2 2020 hedge fund letters, conferences and more To quickly summarize the quarterly letter, System 1 thinking, the fast and often emotional...

It May Be Different This Time

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q2 2020 hedge fund letters, conferences and more I am weary of this famous quote from Sir John Templeton: “The four most dangerous words in investing are, ‘This time it’s different.’” It certainly feels different...

Alluvial Fund August 2020 Performance Update

Alluvial Fund performance update for the month ended August 31, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 4.8% in August, compared to 7.2% for the S&P 500 and 5.6% for the Russell 2000. Year-to-date, Alluvial has returned 6.6% versus 9.7% for the...

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