In 2012, Baupost, Seth Klarman's value-focused hedge fund turned 30. To celebrate, the seasoned value investor devoted around half of his year-end letter to investors dissecting and analyzing the... read more

The attack presentation used to be the preserve of activist investors, not management. With just a few weeks remaining until some of the biggest proxy contests of the year... read more

Institutional Investors buy bank stocks into rally Bank of America Merrill Lynch’s weekly fund manager survey is a great sentiment indicator of institutional investors. This week’s survey, which was conducted during... read more

Even though Three Bridges long / short portfolio is heavily long, its correlation to stocks is unusually low read more

This is part ten of a ten-part series on the life and career of Benjamin Graham, the Godfather of value investing and the Dean of Wall Street. You can... read more

Hedge funds have used the last week to again exit their favorite crowded trades. While Reuters may think that hedge funds are still bullish on peso and are maintaining... read more

Shareholders of  Peet's Coffee & Tea, Inc. (NASDAQ:PEET) received a bonanza, when the company agreed to a $1 billion takeover offer from German investing group Joh. A. Benckiser, which will take... read more

As the active versus passive debate continues to drag on, analysts are increasingly looking at the effect the rise of passive investing is having on the market’s structure and... read more

Hedge funds are being shown in a relatively poor light considering their unimpressive returns this year when juxtaposed against those of the S&P500. The latest ‘Hedge Fund Trend Monitor’ study... read more

Ever wanted to hear from Al Pacino and Ehud Barak  at the same place? If the answer is yes, then we know just the  thing for you. Visit the SALT... read more