As most of the famous names in the global macro strategy have made big gains through the year, similar luck has not come in the way of smaller macro hedge funds. For example, Omni Macro Fund (AUM $416 million), down 3.7 percentSign up here
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After he publicly proclaimed his belief in a short bund trade, other professionals believed him, but Bill Gross missed his own trade advice read more
Ziggo NV (AMS:ZIGGO) (OTCMKTS:ZIGGY) has rejected a bid from John Malone’s Liberty Global, calling it “inadequate” and saying that they aren’t sure if another, higher bid will be forthcoming, reports... read more
We are seeing reflation in China but will it lead to any real growth? Probably not, says one big bank. The reflation theme has been a key driver of equity... read more
Kyle Bass wrote his first letter to investors in several years. The topic of the discussion is of the economic danger in China and specifically Hong Kong. ValueWalk has... read more
Lone Pine Capital reported strong gains for its Lone Cypress and Lone Cascade funds in the fourth quarter and 2019. The Lone Cypress fund was up 12.2% gross and... read more
Trian Partners Latest Presentation: DuPont Rhetoric by Stock Pucker April 25, 2015 Trian Partners put out another short (13-slide) presentation re: DuPont yesterday. This comes as the annual meeting is set for... read more
Richard Pzena, Pzena Investment Management, weighs in on active vs. passive fund management, as well as market volatility. Asset Management Fees Fall For The First Time Since 2008 Get The Timeless... read more
Here’s a great excerpt from Daniel Kahneman’s Keynote Address at the Amundi World Investment Forum – AmundiWIF19. Kahneman provides his thoughts on whether investors can develop expertise in picking... read more
If you believe the valuations set in its latest round of fundraising, Uber Inc is worth $18.2 billion, making it the second highest valued venture-backed startup in history, surpassed... read more
Westport Select Cap Fund Fourth Quarter Commentary Portfolio Review During the fourth quarter the Westport Select Cap Fund's R shares rose 9.40%, ahead of the Russell 2000 (INDEXRUSSELL:RUT)'s gain of... read more
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