This Value Hedge Fund Was Up 107%: We Sat Down With The CEO/CIO To Discuss How He Did It [In-Depth]

ValueWalk's Raul Panganiban interviews John C. Thompson, the Founder of Vilas Capital Management. See their Q4 2019 letter here. Q4 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Interview with Vilas Capital's John C. Thompson   Trasncript Hello podcast listeners. Today's a very special episode with John C. Thompson, CFA. He's the founder,...

McIntyre Partnerships 4Q19 Commentary; Long This Chemicals Stock

McIntyre Partnerships commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Partners, I hope you all are having a pleasant start to the year. Performance Review - FY 2019 Through Year End 2019, McIntyre Partnerships returned approx. -3% gross and -4% net. This compares to...

Finding Value In An Overvalued Market

Independent registered investment advisor, First Wiltshire has been managing money for clients since the 90s, using a value-focused investment approach. According to the investment manager's fourth-quarter 2019 newsletter, its portfolio continues to have a value slant. For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund managers, check out...

The Problems With Private Equity, Zombie Funds And More [Indepth]

ValueWalk's Raul Panganiban interviews Seb Canderle, a private equity expert and venture capital adviser. rawpixel / Pixabay Interview with Seb Canderle   Transcript Hello podcast listeners. Today's very special episode with Seb Canderle. He is a private equity and venture capital adviser. He has worked as an investment executive for several fund managers. He's...

Choice Equity Funds 4Q19 Commentary: New Long Thesis

Choice Equity Funds commentary for the fourth quarter ended December 31, 2019, providing an investment thesis on Hooker Furniture. Q4 2019 hedge fund letters, conferences and more Dear Investor: US markets finished the year strong in Q4, adding to already healthy year-to-date gains. Small caps were up +9.9% in the fourth quarter...

The Sequoia Fund’s Secret Sauce

In the late 1960s, Warren Buffett decided that he was going to shut down the investment partnerships he had been managing since he returned from working with Benjamin Graham in New York. Buffett had run out of ideas, and he believed that it was better to return investors' money than...

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