With US equity valuations on the rise and sentiment turning against emerging markets, many value investors are turning their attention to Europe. While the UK equity markets are approaching their historic ceiling, the point just before a market top in 2000 and 2007, valuations are actually quite low and exposure to growing business investment could be a good way to beat other developed market returns.
Yacktman Asset Management LP revealed in its recent 13F filing that it added 3 new stocks to its portfolio, bought more shares of eight stocks, exited one stock and... Read More
Blame Canada. Hedge fund manager Boaz Weinstein has vowed to fight Canada’s Public Sector Pension Investment Board despite the two sides being ordered to have a third party to mediate... Read More
The Beginning Of The AIIB Epoch by Dan Steinbock, Difference Group For years, the G7 nations have pledged substantial governance reforms in international multilateral institutions, such as the International Monetary... Read More
This is part one of a multi-part series on USANA Health Sciences, Inc. (NYSE:USNA). USANA Health Sciences, Inc. (NYSE:USNA)Â is a consumer good company. The company manufactures, distributes and sells personal... Read More
Emerging markets hedge funds have done poorly this year, with one exception being North Asset Management's Emerging Market Fund. According to a monthly investor letter reviewed by ValueWalk, the... Read More
Mittleman Brothers Investment Management commentary for the third quarter ended September 30,2018. Q3 hedge fund letters, conference, scoops etc Dear Investors, I’ve had conversations with some of you recently that lacked the... Read More
Rothschild Wealth Management’s New Court Fund has increased its losses to 0.5% in the second quarter for a 0.7% YTD loss, but it continues to argue that accepting poor... Read More
Does The Global Stock Market Sell-Off Signal The BRIC Age Is Already Over? by Tomas Hult, The Conversation Back in 2001, former Goldman Sachs chief economist Jim O’Neill coined the... Read More
Bloomberg Hedge Fund Summit 2012 in this panel Jason N. Ader, CEO and CIO, Ader Investment Management Gregory Hall, Senior Managing Director, Gregory Hall, Blackstone Alternative Asset Management (BAAM) and Ted Seides ,... Read More
Phillipe Laffont of Tiger cut Coatue Management donates millions of dollars to charity through his Coatue Foundation, and he does so by investing in hedge funds. The foundation's 990-PF... Read More
