Ramius Archview Credit and Distressed Fund, led by Jeff Jacob and John Humphrey, had a strong third quarter, up 5.59% and making the fund’s year, up 5.70%. Many of the long-term investments had their thesis play out in the third quarter, with September being a particularly good month for the fund, up 3.02%, according to a 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.
Will Net Cash Flows Decline For PE Fund Investors? by Garrett James Black, PitchBook
PE Fund Investors
Since 2010, there has been a markedly recurrent yearly increase in total distributions to... read more
Yuan Bears
China is once again trying to crush those speculators who are attempting to short the yuan.
Repeating a similar tactic used last year, last night the offshore yuan deposit... read more
Every year we invite some of the investment industry’s most creative thinkers to speak about their work at the Research Affiliates’ Advisory Panel conference. Along with Nobel laureates Vernon... read more
Why We Need Private Property To Deal With Scarcity by Patrick Barron, Mises Institute
Scarcity of resources exists in many forms and is the problem in economics. If resources were... read more
IT spending is likely to see lower growth this year before seeing revival in 2014, according to a report released by JPMorgan Chase & Co. (NYSE:JPM).
JPMorgan's Analyst Cuts IT... read more
JPMorgan’s celebrated quantitative analyst Marko Kolanovic, straight off a year in which he successfully forecast market force disruptions that led to two significant equity market downturns and one rebound... read more
When looking to invest in a company, Burgundy’s Investment Team performs rigorous analysis. Through extensive scrutiny of a company’s financials, study of the operations, research trips and meetings with... read more
Here’s more on Bill Ackman’s problems with Brookfield’s Asset Management Inc. (NYSE:BAM) (TSE:BAM.A) stake in General Growth Properties Inc (NYSE:GGP).
He has written to the Board of Directors of General Growth... read more
There’s a host of reasons why you would want to steer clear of investments in Russia right now. The hostilities with Ukraine could still develop into a larger confrontation with... read more
Housing took center stage this past week. Housing starts, new and existing home sales, and Case-Shiller home prices gave us an idea of what the American housing market looks... read more