With interest rate futures now pointing to more than a 100% chance of a rate increase in December, Birch Grove Credit Strategies hedge fund is making preparations for how to handle a rising rate environment. The three-year-old New York-based Long / Short credit fund is up 3.49% year to date and has laid plans to fight lower bond prices in a portfolio that is overwhelmingly long, according to letter to investors reviewed by ValueWalk.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Co-CIO Francis Gannon on what increased volatility, lower returns, and low interest rates mean for the small-cap market.
Q1 hedge fund letters, conference, scoops etc
User:klip game [Public domain], via Wikimedia... read more
Warren Buffett’s Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) bought over half a million more shares of DaVita HealthCare Partners Inc (NYSE:DVA), after the dialysis provider’s price fell due to fears surrounding... read more
After a rough 2011 for his hedge fund, John Paulson got some good news on Wednesday. As the largest shareholder in the Hartford Financial Services (NYSE:HIG), the company bowed to... read more
Is their more Trump upside to come? Looking at the dramatic rise in the stock market since the election, questions regarding valuation abound. Is perfection and complete cooperation between... read more
Silk Road, a website that was used to buy and sell drugs, murder contracts, and other illegal services, has been seized by the FBI and alleged admin Ross Ulbricht... read more
Boyle Capital On Berkshire Hathaway [Part Three]
This is the final part of a three-part interview with Brian Boyle, the founder and portfolio manager of Boyle Capital. The interview is... read more
Stay tuned for more from Grant’s 2018 Interest Rate Observer which took place on October 9th 2018 in NYC All content will be posted at this link and in... read more
The hacker group Anonymous is entering the second phase of a plan to attack central banks worldwide, starting the front by attacking a weak economic link: Greece.
Greek central bank... read more
Bill Gates' bullish view on U.K. based G4S is not shared by some of the most famous London based hedge funds. G4S plc (LON:GFS) is among the largest security firms... read more
By Crescat Capital
Also see Q3 letters
As we showed in our recent quarterly letter, there are numerous parallels in the market today to 1929 and other historic market peaks.... read more
