Allen Global Partners, a New York based hedge fund, posted an average return in 2014. The fund was up 0.96% return in Q1, according to a quarterly update seen by ValueWalk. Like other funds of its kind, Allen Global is also smelling a strong whiff of merger activity in this year that will intensify as more industries move to consolidate. The one billion dollar fund invests in both credit and equities.
Australia Housing Market - growing woes... UBS’s Australia economics research team headed by Scott Haslem in a note titled "Housing outlook: ring the bell, we're calling the top" is calling... Read More
The correction in crude oil has come as a shock to previously bullish traders and has rippled across global asset markets e.g. contributing to the selloff in the S&P500... Read More
The Fed, and when it might start raising the Federal Funds target rate, continues to garner a lion's share of attention. Within this context, a major discussion point is wage... Read More
“Spin-offs are an interesting place to look because there’s a natural constituency of sellers and there’s not a natural constituency of buyers” – Seth Klarman Spin-offs always attract value... Read More
The following is an excerpt from a forthcoming paper by ValueWalk guest contributor Dr. Brad Cornell. Dr. Cornell is a Professor at California Institute of Technology and is the mentor... Read More
Dave Waters has vowed to show more patience with his investments after Alluvial Capital Management Global Focused Value Fund returned 10.8% last year, underperforming comparable indexes in the face... Read More
Treasury Secretary Tim Geithner spoke with Bloomberg Television’s Peter Cook from Los Angeles last night, where he discussed the European debt crisis and the U.S. economy. Geithner said that European... Read More
Earlier this year, ValueWalk was able to exclusively reveal the investment managers trusted with looking after the money in the Klarman mmurphy / Pixabay (more…) Read More
Before we dive into today’s piece, I want to remind you that our Macro Ops Collective enrollment goes until this Sunday at 11:59PM! Q2 2021 hedge fund letters, conferences and... Read More
Moleskine SpA: Paper Is Not Dead by Brian Langis Over the years Moleskine has delivered continued double digit revenue and EBITDA growth. Solid balance sheet. Almost net cash (4.1m... Read More
