October Hedge Fund Newsletter: BIS Warns On Hedge Fund Treasury Exposure
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
Q2 2023 Hedge Fund Letters: Corvex, Rokos, Loeb, Carlson, North Rock, Einhorn, SouthPoint, Glenview, Corsair And Much More [Last Updated 9/28]
Q2 2023 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
London Quality Growth Conference: Fiera Capital’s Simon Steele
In the world of investment, primary research plays a crucial role in developing a successful long-term strategy, and it’s a core part of the investment strategy employed by Fiera... Read More
Hillhouse Capital Integrates ESG Concepts into its Practice
The ESG Global Leaders Conference was held from September 13th to 15th at the Greenland Bund Centre in Huangpu District, Shanghai, focusing on "Sustainable Economic Growth, Social Development, and... Read More
New Lithium Discovery Highlights Why We Never Run Out of Resources
A new discovery of lithium this last week led to a flurry of headlines touting the finding as one of the biggest lithium deposits in history. The discovery comes... Read More
The 2023 Sohn San Francisco Investment Conference Coverage
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. The Sohn San Francisco Investment Conference... Read More
London Quality Growth Conference: Japan’s Growth Stocks
Japan has often been overlooked as a prime opportunity for quality growth investments. However, recent trends and market dynamics suggest that a new dawn is breaking in the East,... Read More
2023 Sohn San Francisco Investment Conference: Aequim Short This Stock
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Sohn San... Read More
2023 Sohn San Francisco Investment Conference: Light Street And Philosophy Long Picks
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Sohn San... Read More
2023 Sohn San Francisco Investment Conference: Favorite Stocks Of SoMa And Repertoire
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Sohn San... Read More
2023 Sohn San Francisco Investment Conference: Allocators Perspective – UCLA & Goldman Sachs
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Sohn San... Read More
2023 Sohn San Francisco Investment Conference: TPG And Nuveen Pitch These Stocks
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Sohn San... Read More
2023 Next Wave Sohn San Francisco: Islander Capital Likes This Stock And Foreword Capital Likes This Equity
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Next Wave... Read More
2023 Next Wave Sohn San Francisco: Blue Duck And Alta Fox Capital Long Picks
The Excellence in Investing for Children's Causes Foundation hosted its 14th annual Sohn San Francisco Investment Conference was held on September 16th, 2023. Below are notes from the Next Wave... Read More
Estimating Future Stock Returns, June 2023 Update
Posted on 12 September 2023 by David Merkel Image Credit: Aleph Blog || Has the return on assets for public equities permanently risen? The return on bonds has risen for now. Q2 2023 hedge... Read More
Carlson’s Double Black Diamond Fund Is Preparing For More Volatility
Carlson Capital, the Dallas, Texas-based hedge fund, recorded a notable decline for its Double Black Diamond fund in August. The fund declined 1.26% in August, resulting in a year-to-date return... Read More
Ray Dalio: 3 Lessons On Making Money In The Stock Market
In his book, Principles Life and Work, Ray Dalio provides three lessons on making money in the stock market. Here’s an excerpt from the book: Q2 2023 hedge fund letters, conferences... Read More
London Quality Growth Conference: Finding “Outrageous Growth”
Finding the market’s best growth stocks requires a huge amount of discipline, patience and, above all, a significant shift in mindset, according to Scott Nisbett, Partner at Baillie Gifford,... Read More
Joel Greenblatt: Why It’s Easier For Smaller Investors To Achieve Superior Investment Returns, According To Warren Buffett
In this lecture at Columbia University, Joel Greenblatt discusses advice from Warren Buffett on why it is much easier for smaller investors to achieve superior investment returns. Here’s an... Read More
Why This Under-The-Radar Energy Play Could Be Considered A Quality Growth Stock
Warren Buffett has frequently cited compounding as a critical tool in building his wealth, but he certainly isn't alone. At the Quality – Growth Investor Conference in London on... Read More
Seth Klarman: Target Absolute Not Relative Returns
Seth Klarman is one of the most successful and influential value investors of all time, and his hedge fund, the Boston-based Baupost, reportedly has some of the best returns... Read More
Successful Active Equity ETF Managers to Answer Questions
With actively managed ETFs, advisors and clients are willing to pay a premium relative to investing in an index-based approach. However, they want to be rewarded. In 2023, VettaFi is... Read More
