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By Mark Melin
CQS Funds had a slightly positive June, according to an investor letter reviewed by ValueWalk, as its founder, a devout Roman Catholic, was tapped by Pope Francis for assistance. CQS... read more
By VW Staff
George Soros Theory of Reflexivity Published online: 13 Jan 2014 I am honored that the editors of the Journal of Economic Methodology have created this special issue on the subject of... read more
By VW Staff
Rare Interview With Paul Tudor Jones II via Wall Street Oasis H/T Brattle Street by Joel Ramin January 13, 2000 Paul Tudor Jones II is the president and founder of Tudor Investment Corporation,... read more
This is part one of a three-part interview with Christopher Pavese, value investor and the Chief Investment Officer of Broyhill Asset Management. The interview is part of ValueWalk’s exclusive... read more
By FEE
As the great French economist Frédéric Bastiat proclaimed, Q1 hedge fund letters, conference, scoops etc WerbeFabrik / Pixabay When plunder becomes a way of life for a group of men in a... read more
By Guest Post
Institutional investment management is broken. Asset gathering business objectives and gold-plated cost structures magnify the imperative to grow AuM. Investment firms led by marketers rather than investment managers create... read more
By VW Staff
Following merger talks between Sprint Nextel Corporation (NYSE:S) and Japanese firm Softbank Corp (PINK:SFTBF) (TYO:9984), Clearwire’s shares have embarked on a bullish stretch. The improved outlook on Clearwire Corporation (NASDAQ:CLWR) was... read more
By VW Staff
John Keeley's Keeley Funds annual shareholder letter for the year ended 2014. Dear Fellow Shareholders, An accommodative Ben Bernanke in his last year as Fed Chief and market acceptance of quantitative... read more
By Mark Melin
Did JANA Partners use its usual method to get the CEO out at Zimmer Biomet Holdings? Known in some corporate circles as a Wall Street "bully", Jana Partners Managing Partner... read more
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