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
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
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
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