Last week, at the Metropolitan Club in New York, the inaugural edition of Value Invest New York took place. Joel Greenblatt of Gotham Asset Management spoke at the event on the topic of value investing and whether or not it is still relevant today. Q3 hedge fund letters, conference, scoops etc In my previous article […]

Full PDF available at the bottom of the article David Abrams, a Seth Klarman Protege and the managing partner of Abrams Capital, from the 2018 Punch Card Conference, held on the December 7th. Q3 hedge fund letters, conference, scoops etc   I appreciate everybody being here. We’re talking about the investment landscape; a lot of […]

Last week, at the Metropolitan Club in New York, the inaugural edition of Value Invest New York took place. Speakers included some of the most respected names in the world of value investing including Howard Marks of Oaktree Capital and Joel Greenblatt of Gotham Asset Management. Q3 hedge fund letters, conference . . . SORRY! […]

The Black Bear Value Fund returned approximately +4.2% net in November bringing the 2018 net return to +8.1%.  The S&P 500 returned +2.0% in November bringing the 2018 return to +5.1%.  The HFRI index    returned +1.1% in November bringing the 2018 net return to -2.7%. Q3 hedge fund letters, conference, scoops etc

Dhandho’s Junoon Zero Fee Funds managed positive returns in the third quarter, which is better than what most hedge funds did because it’s been a hard year for the industry overall. Both Junoon funds lagged the S&P 500 for Q3. However, the fourth quarter could be a brighter one for the Junoon strategy, given the […]

Hedge funds seem to be rushing to buy shares in Californian utility Pacific Gas & Electric Co. The company, which has seen the value of its shares cut in half over the past two months, is currently facing a wave of lawsuits from claimants who believe it had a role to play in starting the […]

GreenHaven Road Partners Fund commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc Dear Limited Partners, By now, you should have received your statements from Opus. The GreenHaven Road Partners Fund returned approximately +3 . . . SORRY! This content is exclusively for paying members. Access all of […]

This is a brief summary of the Punch Card Conference which took place on December 7th 2018 and featured a rare investment talk with David Abrams, a protege of Seth Klarman. We will have more coverage soon so stay tuned. See more Q3 and Q4 hedge fund conference and coverage right here

At the end of last month, Timbers Resorts, a developer and operator of global luxury boutique properties opened Timbers Kiawah, a $75 million development on Kiawah Island in South Carolina. Q3 hedge fund letters, conference, scoops etc The development, the first new oceanfront development in more than three decades on the island, features . . […]

Looking one week in the rearview mirror, investors can only gasp. Nearly $1 trillion in stock market value was erased over five trading days from December 3 to 7, with the Dow Jones Industrial Average down more than 1000 points and the S&P 500 down more than 4.6%. Among the biggest losers was the world’s […]

Martin J Whitman launched the Third Avenue Value fund in November 1990. By the end of October 2007, the fund had returned16.83% annualized compared to a return of 12.33% for the S&P 500 over the same period. Q3 hedge fund letters, conference, scoops etc If you’re looking for value . . . SORRY! This content […]

Full Transcript of Mads Thamsborg, Senior Partner and Head of Shorts of Bodenholm Capital, from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc Hi everyone. So my name is Max Thamsborg. I’m Danish but living Sweden and that doesn’t matter. On this we are playing football are you guys called […]

Full transcript of Chris Brown, Managing Member of Aristides Capital, from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc All right. Thanks for the really kind words with me and thank you guys for being here is a phenomenal conference and I think I’m low key in love with . […]

The herd mentality is in full force on Wall Street, but two groups are stampeding in different directions. Equity investors have spent the last couple of months dumping stocks across sectors; meanwhile, public pension plans have been pouring money into credit as the cloud of unfunded liabilities lingers. In fact, one analyst reports that pension […]

There’s been a lot of talk recently about where we are in the current economic cycle, especially since the bull market entered its tenth year. Investors and market watchers are increasingly wary about the future because the bull market is now the longest ever, and no bull market lasts forever. Q3 hedge fund . . […]

 Carson Block, Chief Investment Officer of Muddy Waters Capital  from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc Morning, thanks for having me here.  That’s not a typo, I’m talking about activism . . . SORRY! This content is exclusively for paying members. Access all of our content on including […]