Rough notes of Bihua Chen, the Founder and Portfolio Manager of Cormorant Asset Management, from the 2019 Sohn Investment Conference which took place on the 6th of May.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
Financial Stocks Are The Brexit Losers
Following the UK’s decision to try and leave the EU, financial markets around the world have been thrown into turmoil. As a result, investors... Read More
Markets have entered a new world of “lower growth, low inflation along with volatile oil and turbulent equity markets,” notes recent UBS quantitative research.
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Proactive approach to risk will protect squeezed returns in emerging markets
Back in February the Institute of International Finance forecast another disappointing year for capital flows into developing economies. They cited the... Read More
Greece is not a stable country, and it does not have a thriving economy. The country's debt problems and political paralysis have been the subject of much analysis. A... Read More
Bank of America Merrill Lynch's latest (10/07/2015) European client Credit Investor Survey, shows that due to China/EM fears, the past week has seen the biggest risk reduction by investment-grade credit accounts since the Greek... Read More
Merger and acquisition (M&A) activity is often a great barometer to determine the health of the economy and to find how confident businesses are on economic outlook. Corporate leadership... Read More
Following the French election, investors plowed a record amount of cash into European equities according to Bank of America Merrill Lynch’s weekly flow show report. In what can only... Read More
As 150 heads of state, including U.S. President Barack Obama and Chinese Premier Xi Jinping, walk on stage at the Paris climate conference, it might be the island nation... Read More
As the 2017 hedge fund returns derby is a handful of weeks old – and still too early to document trends relative to the start of the year –... Read More
ValueWalk's Raul Panganiban interviews Will Hershey, CFA, the Co-founder and CEO at Roundhill Investments. In this part, Will discusses if big tech companies will ever make it in to... Read More
