The fund was down by 4.84% in June whereas the globally diversified MSCI ACWI index (in $A) fell by 0.53%. Over the course of the last financial year Amalthea grew by 16.46%, outpacing the 3.91% gain in the ACWI. We write extensively this month on our performance and positioning over the . . .
SORRY!
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
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
Clicking on a YouTube ad could lead to a malicious “Sweet Orange” virus, press reports say.
When users click on a YouTube ad, the traffic flows through legitimate advertising aggregators... Read More
During the rather hostile takeover engineered by Valeant Pharmaceuticals to acquire Allergan, charges were made by Allergan officials that Valeant was “a house of cards,” however no context was... Read More
Author -- George Trager, Financial Markets Enthusiast, Editor of investbrain.net
he grouping of internet giants Facebook, Amazon, Netflix and Google, "FANG" as coined by Jim Cramer are amongst the most highly... Read More
Jeff Gundlach is hosting a webcast entitled "What If?" this afternoon at 4:15 EST. The veteran bond buyer will be covering questions about the bond market and giving the... Read More
Gold is in a “bubble” after the best annual run in at least nine decades and will head into a so-called bear market as a stronger U.S. economy helps... Read More
Google Inc (NASDAQ:GOOGL) (NASDAQ:GOOG)’s Android, an open architecture cell phone operating system, has the most downloads but applications developed for Apple Inc. (NASDAQ:AAPL)’s iOS operating system generate the most... Read More
Pimco’s Total Return Fund, the world’s largest mutual fund, has lost $41 billion since Federal Reserve Chairman Ben Bernanke first announced his intention to end QE in May, 14... Read More
Is The Rush To Safety Making Corporate Bonds Unsafe? by [email protected]
Skittish investors seeking safety have poured a lot of money into corporate bond mutual funds in recent years. Which... Read More
Deer Park Road's flagship STS Master Fund, added 4.71% in December, bringing the fund's total year-to-date performance to 10.3% net of all fees and expenses.
Q4 hedge fund letters, conference,... Read More
Massif Capital reveals a long position in Bakkafrost P/F (BAKKA).
Q1 2020 hedge fund letters, conferences and more
Dear Friends and Investors,
To suggest that this year has been a difficult one... Read More
