Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!
Featuring Tiger Global's losses total 44% in 2022, Allianz Global's $5.8bn SEC settlement, and commodity funds draw in cash.
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
The European Banking Authority (EBA) has released the first details about this year’s stress tests, meant to provide regulators and markets with reliable information about how EU banks would... Read More
It wasn’t long ago that Rafferty Capital Markets LLC VP of equity research Richard X. Bove declared victory on Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA)... Read More
"My job," Warren Buffett told students of Notre Dame in a series of lectures in spring 1991, "is to look at the universe of things I can understand."
Buffett was... Read More
If you don’t feel any richer, you may not be alone. Or far from the truth.
For the first time since it started to measure the world’s wealth in 2008,... Read More
A sure way to end a conversation at a cocktail party is to mention that your job entails financial engineering. Securitization and the collateralized obligations it produced led to... Read More
Speaking today at the five-year anniversary summit for the Making Home Affordable program, Treasury Secretary Jack Lew announced that HAMP would be extended for at least another year through... Read More
Goldman Sachs Goup, Inc. (NYSE:GS) showcases secular disruptive themes which they believe possess the potential to reshape their categories and command greater investor attention in the coming years.
Goldman Sachs:... Read More
Rough notes of Scott Goodwin, the Managing Partner of Diameter Capital Partners, from the 2019 Sohn Investment Conference which took place on the 6th of May.
See our full coverage... Read More
While a few hedge fund managers were wishing for a bit of volatility last year, the last few months have been a strong example of why one should be... Read More
Regal Funds Management's Atlantic Absolute Return Fund gained 14% in April alone, year-to-date return to more than 60% for 2019. The fund's management attributes the rally in the first... Read More
