Are hedge fund fees making a comeback amid an “alpha revival” and increased volatility? The recent March Eurekahedge report pointed to an odd trend diversion on hedge fund fees [...]
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Over the past year, market bears have cautioned against bullish investments - highlighting unexplained growing valuations are fuelling asset price bubbles. This hypothesis has garnered sizeable amounts of industry [...]
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Balyasny Asset Management is on a hiring spree. Over the past quarter, the firm's Atlas Global and Atlas Enhanced funds have made a number of big-name hires to bolster [...]
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This story was actually scooped last night by Mario Gabelli on Twitter and we promptly realized the signifigance and RTed it. It was not reported by the media today, [...]
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Warren Buffett once told Lawrence Cunningham that much of what he learned about management, he learned from Tom Murphy who, along with his partner, Dan Burke, turned Cap Cities [...]
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After a strong performance in 2017, 2018 has been a mixed year so far for hedge funds. According to data from hedge fund data provider Eurekahedge, hedge funds lost [...]
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Every investor's worst enemy is themselves. No matter how much time and effort you've put into developing an investment strategy, if you don't have the right psychological approach, your [...]
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Every so often, the markets start moving toward various extremes in such a way that someone recalls a particular time in history when a similar situation was occurring. Gradually, [...]
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Notes from the Value Invest New York which took place at the Metropolitan Club on the 4th of December 2018. The speakers provided valuable insights into the methods and [...]
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Amazon, Facebook and the rest of the FANG group have been hot stocks for years, driven by momentum investors excited about the disruption the companies have caused.
Klarman On
Bitcoin
the danger of [...]
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