First Eagle Insights - After Brexit H/T Dataroma The investment markets have seen a lot of turbulence in the last 24 hours. If there ever was an event that established the... Read More

“Davidson” submits: Q2 hedge fund letters, conference, scoops etc Many take the PMI as a measure of manufacturing activity when it is in fact a survey of manufacturer psychology. The CAB... Read More

As the stock market drops precipitously today – the S&P 500 was down over 40 points  in early afternoon trading – a report by Barclays says a “convoluted communications... Read More

AlphaCentric interview part II - If you’re on the lookout for more fund interviews, as well as actionable small-cap investment ideas, check out ValueWalk’s exclusive quarterly magazine. Across 25+ pages... Read More

Meridian Contrarian Fund FUND SUMMARY During the third quarter of 2014, the Meridian Contrarian Fund returned -4.59%, which compares to a return of -5.35% for its benchmark, the Russell 2500 Index. Outperformance... Read More

Brief excerpt from CFA Institute on The Value Proposition followed by full book description The Value Proposition: Sionna's Common Sense Path to Investment Success. 2013. Kim Shannon, CFA. Reviewed by Bruce Grantier,... Read More

Martin Capital Management commentary for the third quarter Q3 2014. Dear Friend of Martin Capital Management, Dr. Janet Yellen has followed in the footsteps of her predecessors, Doctors Greenspan and Bernanke,... Read More

Private Equity Zombie Funds Numbers Grow by Preqin The number of private equity zombie funds in investor portfolios rises to 1,180, up from 1,049 as of July 2014 The latest research... Read More

This summer, JPMorgan Chase & Co. (NYSE:JPM) will enter the prepaid debit card market and join the banking industry's increasing drive for revenue from fee-based products. The news comes months after... Read More

Great linkfest... Investors raise hedge fund bets in December Investors’ interest in hedge funds rose in December as they added more cash than they pulled out, though the net flows were... Read More