Seth Klarman is widely considered to be one of the best value investors of all-time. He has been able to achieve such outstanding Returns for his investors because of [...]
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If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks.
Q2 hedge fund letters, conference, scoops etc
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The longer inflation remains subdued, the longer this expansion lasts. The question here is simple – Are equities over- or undervalued with current inflation values? Here’s a look.
Q2 hedge [...]
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RBI Capital Partners continued to struggle during the second quarter, along with most other hedge funds looking for a top in the equities market any day now. In the [...]
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Detailed notes of John Khoury, Li Ran, Jeffrey Gundlach presentation from the 2018 Sohn Conference.
Q1 hedge fund letters, conference, scoops etc
Please see full notes (for subscribers) here
Excerpt
Li Ran
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"Our investment outlook is a moderately favorable one as we expect a mid-to-high single-digit total return for the S&P 500 in 2018, with a slightly higher return profile for [...]
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When The Baupost Group’s Seth Klarman was reflecting on 2017 in his year-end review, a document first reported in January 2018; the stock market was racing to new highs. In [...]
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Part two of a short series on Martin (Marty) Whitman. To catch up on the rest of the story, you can find part one here.
Continued from part one...
According to [...]
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The world's hedge funds are still underperforming the markets, and preliminary results for July suggest funds are having their weakest performance in a decade. The Eurekahedge Hedge Fund Index [...]
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On the ten year anniversary of the 2008 global financial crisis, hedge funds are celebrating an unwanted benchmark. Up just 0.40% on the year, according to Eurkeahedge data, 2018 [...]
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