Like a patient tennis player who is most frustrating to play, they stand at the baseline waiting for an opponent to make a mistake, and only at the moment of weakness do they pounce, unleashing aggressive cost cutting tactics to deliver investor value.
Jorge Paulo Lemann, a former professional tennis player and founder of private equity firm 3G Capital, is one such tennis player.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
One of the “white hat” activist hedge fund managers, Jeffery Ubben, was rewarded by a firm in which he invests, 21st Century Fox, who recommended making room for him... Read More
According to Goldman Sachs ' Hedge Fund Trend Monitor report, hedge funds rotated away from growth stocks, reduced leverage, and increased their tilt towards the Industrial, Material, and Energy... Read More
Blue Tower Asset Management commentary for the fourth quarter ended December 31, 2020.
Q4 2020 hedge fund letters, conferences and more
The extreme volatility of 2020 continued into the fourth quarter... Read More
Currency volatility could result as central banks are beginning to lose their ability to produce the desired results, a Bank of America Merrill Lynch report notes, and this is... Read More
To what extent is crony compensation a vote winner – or loser, for that matter?
That’s the question arising from Marcato Capital Management’s latest presentation on Buffalo Wild Wings –... Read More
George Soros is one of the most successful hedge fund managers ever. While at the helm of the Quantum Fund (founded by Soros and Jim Rogers in the 70s), he... Read More
There's no bigger topic on the mind of investors than when the Federal Reserve will start tightening rates.
Ignoring for the moment that QE4 may come before another Fed tightening... Read More
The London Olympics with a budget of almost $15 billion kicked off with much fanfare last weekend. For worldwide partners of the Olympics like The Procter & Gamble Company (NYSE:PG) and partners like apparel... Read More
To understand how Indonesia’s foreign policy operates, one must look at the basic foundation of its foreign policy: the “independent and active” principle, which originated from the dynamics that... Read More