SAC Capital is not dead and it does not want people to think that it is and all the plans (wishes) to become a family office are also baseless. SAC's president, Tom Conheeney, said that SAC will continue to work as a hedge fund and has no problem in working with assets that are close to what the fund managed four years ago as first reported by Katherine Burton, Saijel Kishan and Kelly Bit of Bloomberg.
Whitney Tilson's Kase Fund declined 7.3% during 2015 versus 1.4% the S&P 500 (with dividends invested). Since inception to the end of 2015, the fund has returned 158.6% for investors, compared... Read More
Kleinheinz Capital Management, a fund with close to $1.8 billion in assets under management, had a positive in June with a gain of 1.34% (and a negative 1.35% year... Read More
As we mentioned last month, Dan Loeb has taken out lots of data from his monthly letters. However, there is still some interesting information on portfolio positioning, returns etc.... Read More
And the Winner is... Q1 hedge fund letters, conference, scoops etc Summary Most factors generated positive returns in 1H 2019 Low Volatility produced the best and Value the worst performance Factor... Read More
In simultaneous fashion, Fed officials from around the country attack, while certain media defend the status quo, fight back efforts for transparency The Federal Reserve is fighting back against Senator... Read More
Whitney Tilson's fourth article on Wayfair Two More Items Of Wayfair Inc (W) Furniture Fail Formaldehyde Tests by Whitney Tilson, Seeking Alpha Summary Two more items of Wayfair furniture have failed the... Read More
Five years ago information the DoJ had in its possession showing the world's second largest bank engaging in apparent illegal behavior have some in Congress and media wondering about... Read More
Value Tripod - Fundamentals Of Value Investing by Joao Alves - Ahead Of The Crowd Intro Much has and will been written about the anatomy of value investing. Anyone who has... Read More
Brexit Impact On China by Andy Rothman, Matthews Asia Uncertainty over the impact of the June 23 U.K. referendum to secede from the European Union may rattle Chinese investor sentiment in... Read More
Hyaman Capital's Kyle Bass on the $34 trillion experiment: China's banking system & the world's largest macro imbalance. ValueWalk has obtained the full letter of Kyle Bass' latest big... Read More
