By Burgundy Asset Management If you are at all familiar with Burgundy, likely you have heard time and again that we invest in “quality” companies when the share prices of... Read More

A “young Turk,” as Forbes magazine once called him, has taken the lead in the HSBC hedge fund sweepstakes. Ahmet Okumus, who knew as a young trader hanging out at... Read More

An explicit  Deposit Insurance System (DIS) has been under extensive consideration by the government for more than 20 years. The factors that have delayed it appear to have subsided,... Read More

It is a sign of the times that investors view improving economic fundamentals with trepidation. Recent US data prints on GDP and employment, which came out ahead of consensus, caused... Read More

Super Bears on the current state of global economy,  John Corney and Keith Dicker of IceCap Asset Management say that the only thing accelerating lately is the distinct lack of anything accelerating.... Read More

Hedge fund news usually focuses on closures, openings, AUM changes, flows but what about a look at timing and what about hedge fund jobs? While the average hedge fund returned... Read More

FANG Update. BOA is looking to sell as hedge fund concentrated positions gets more alarming. June 5, 2017.  The so-called FANG stocks (Facebook, Amazon, Netflix and Google) received plenty of... Read More

Notes To The Charlie Rose 3 Episode Interview Of Warren Buffett by Redfield, Blonsky & Co. July 2006 Warren Buffett, Co-Chairman of Berkshire Hathaway, was interviewed by PBS commentator Charlie Rose. ... Read More

Analysts across Wall Street and the City of London are currently weighing in on the implications of Brexit for the UK, Europe, the US and the rest of the... Read More

“Markets are always a puzzle,” Elliott Management founder Paul Singer mused in his June 30 letter to investors reviewed by ValueWalk. As he looks at China and non-cleared derivatives,... Read More