Below is a summary of 2Q equity hedge fund holdings from June. 30 13F filings by several top funds, with some of the new, added, cut as well as exited positions for each; some stakes may have previously been reported in separate filings. But before you read make sure to check out hedge fund letters article.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger
Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
What To Trust? Measuring The Chinese Economy by Andy Rothman, Matthews Asia
A question that is posed frequently by those skeptical over the health of Chinese economy is: “If electricity... Read More
With over 65% of outstanding mortgage borrowers having note rates between 3.5% and 4.5%, these outstanding conventional mortgage borrowers are on the cusp of refinancibility, states Goldman Sachs. Marty... Read More
What is perhaps most stunning about Starboard Value Opportunity fund is not their 1.95% positive July performance, according to a fund performance sheet reviewed by ValueWalk. Nor, by itself, is... Read More
Steven Cohen’s experiment at diving into quantitative investing may have hit a speed bump on his way to launching a new hedge fund with the widely hailed Quantopian platform.... Read More
Dale Wettlaufer, an associate professor at the Columbia Business School and also the founder and Chief Investment Officer of Charlotte Lane Capital Management, is reviewing the lessons he has... Read More
In today’s article, I would like to talk about State Farm: the largest property and casualty insurance provider and auto insurance in the United States. It has 18,000 agents and... Read More
JPMorgan Chase reported an earnings miss Wednesday due in large part to large fines and associated legal costs as the bank’s Chairman and CEO Jamie Dimon said “banks are under... 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. Please send us your... Read More
Ten Rules For Finding The Best Stocks To Buy... by Investor Vantage
Are you fed up with trying to find the best stocks to buy?
How much time are you wasting... Read More
Activist hedge fund Paul Singer appears to have another win under his belt as EMC Corporation (NYSE:EMC) is reportedly looking to sell its stake in software unit VMware, Inc.... Read More
