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ETFs gathered net inflows of $20.44 billion during March 2020
ETFGI reports ETFs and ETPs listed globally gathered net inflows of US$20.44 billion during March 2020 Q1 2020 hedge fund letters, conferences and more LONDON — April 17, 2020  — ETFGI, a leading independent... Read More

Buying Companies With Great Products (CMI, SNA, GTX, FOXF) – Part I
Summary Q1 hedge fund letters, conference, scoops etc Looking at companies that produce high quality products their customers love can be an interesting way to get stock ideas We look... Read More

DB Slashes Energy Sector Profit Estimates As Oil Goes Down
Deutsche Bank analysts cut their 2017E Energy sector profits from $60 billion to $48 billion in line with their revised assumption that oil prices average $50-55/bbl in 2017 as... Read More

Paul Singer Notes Rich Irony Of French Riots
The following is an email which Paul Singer of Elliott Management sent to some colleagues in the industry. Although it is political in nature we see nothing wrong with... Read More

Gladstone’s 6.2% Yield: As Interest Rates Fall, Monthly Preferred Shares Compelling
The 10-year US treasury just set a new all-time closing low of 0.92%. And for income-hungry investors, that makes select REIT investments increasingly attractive. For example, consider the big... Read More

Value Hedge Funds Most Loved Stocks
The quarterly Super Investor Insight publication tracks the activity of an elite group of value-oriented hedge-fund managers, based on their holdings as filed in Forms 13F with the SEC. Super... Read More

Oldfield Partners – Global Equities Investor Day March 14, 2016
Oldfield Partners' global equities investor day conference transcript. Oldfield Partners (OP): Richard Oldfield = RO, Andrew Goodwin = AG, Richard Garstang = RG, Robert White = RW, Juliet Marber =... Read More

David Winters' Q4 Letter: We Have Watched As Many Funds have Morphed Into Quasi-Index Funds
For the year ended December 31, 2014, the gain of the Standard & Poor's 500 Composite Index ("SP") was striking because of the extremely narrow range of securities that... Read More

The White-Hot Housing Market
In their recent episode of the VALUE: After Hours Podcast, Mitchell, Taylor, and Carlisle discussed Is The White-Hot Housing Market. Here’s an excerpt from the episode: Q1 2021 hedge fund... Read More

Impact Investing: A Sustainable Strategy For Hedge Funds
Nearly a decade after its arrival on the social finance scene, impact investing is still growing in popularity. Hedge fund managers have been slow to adopt the strategy, although... Read More
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