Global Allocation commentary for the month ended March 2017. 2017 Hedge Fund Letters This month I quitted smoking, but without fully giving it up. I say this because after discovering the... read more

Mario Gabelli, chairman at Gabelli Investors, offers his top stock picks for 2014 on Bloomberg Television’s “Bloomberg Surveillance.” read more

Quality Control by Marathon Asset Management, dated May 2014. This is discussed in their new book Capital Returns: Investing Through the Capital Cycle: A Money Manager’s Reports 2002-15 we think... read more

Weyerhaeuser Company (NYSE:WY) made several announcements on Sunday around M&A and leadership changes. Weyerhaeuser announced: 1) it had signed a definitive stock purchase agreement to acquire Longview Timber from Brookfield Capital... read more

"Put into perspective" - the monthly newsletter of Skenderbeg Investment Management Q4 hedge fund letters, conference, scoops etc "Markets attract those who want to make quick money but rewards only those... read more

OC Premium Small Companies Mandate commentary for the month ended January 31, 2016. OC Premium Small Companies Mandate - Performance review Following a broad-based sell-off in global equity markets in January,... read more

Forbes Media sold a majority stake in the media firm, which was valued in total at $475 million, reviving what had been thought to be diminishing prospects for the... read more

Yield Chasing Guest post by Jonathan Rochford, CFA Portfolio Manager of Narrow Road Capital Pty Ltd August was a mixed month for risk assets with the credit the best of... read more

Investment Opinion: To reassure investors that the business has stabilized and that a year-end liquidity projection in excess of $2bn, and more importantly a projected low for the year... read more

Safeway Inc. (NYSE:SWY) shares soared 27 percent in after hours trading as the company announced that they have entered into an agreement to sell their Canadian operations. The company plans to... read more