Jacob Wolinsky – ValueWalk Premium

Active ETFs Hit Record Of $235 Billion AUM

ETFGI reports Active ETFs and ETPs listed globally gather a record US$58.69 billion in YTD net inflows and assets reached a record high of US$234.86 billion at the end of October 2020 Q3 2020 hedge fund letters, conferences and more LONDON — November 25, 2020 — ETFGI, a leading independent research and...

One Man Investment Committee: Interview with Shree Viswanathan of SVN Capital

ValueWalk's Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. Q3 2020 hedge fund letters, conferences and more Interview with Shree Viswanathan ValueWalk's ValueTalks · One Man Investment Committee with Shree Viswanathan, Founder of SVN Capital Transcript Hello podcast listeners. Today's very special episode with Shree Viswanathan, founder and sole employee...

ETFs Have Gathered $540 Billion In AUM This Year

ETFGI reports ETFs and ETPs listed globally have gathered a record US$539.58 billion in year to date net inflows as of the end of October 2020 Q3 2020 hedge fund letters, conferences and more LONDON —November 13, 2020 — ETFGI, a leading independent research and consultancy firm covering trends in the global...

Alluvial Fund October 2020 Performance Update

Alluvial Fund's performance updated for the month ended October 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned -0.2% in October, compared to 2.1% for the Russell 2000 and -0.2% for the MSCI World Small+MicroCap. Year-to-date, Alluvial has returned 8.5% versus -6.8% for...

Trident Fund LP October 2020 Performance Update

Trident Fund LP performance update for the month ended October 30, 2020. Q3 2020 hedge fund letters, conferences and more The Trident Fund LP returned -1.0 percent in October, and the fund is +11.9  percent net year to date. In October, bond and commodity trading successfully mitigated Trident’s “long” equity exposure, resulting in...

Black Bear Value Fund October 2020 Performance Update

Black Bear Value Fund performance update for the month ended October 30, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear Value Fund, LP (the “Fund”) returned -3.0%, net, in October and  -24.6% YTD. The HFRI index returned +0.9% in October and -1.3% YTD. The...

Private Equity Could Jump 28% to $5.8 Trillion By 2025

A new report out this week from the Deloitte Center for Financial Services forecasts that private equity could be poised for “formidable” growth over the next five years, with assets under management possibly increasing 28% to $5.8 trillion by the end of 2025. That’s the base forecast, which the...

Alta Fox Opportunities Fund 3Q20 Commentary

Alta Fox Opportunities Fund commentary for the third quarter ended September 30, 2020. Q3 2020 hedge fund letters, conferences and more Limited Partners, In Q3 2020, the fund returned 37.38% gross and 30.77% net. This brought the YTD gross return to 67.64% and YTD net return to 53.25%. The average net exposure...

Rowan Street Capital 3Q20 Performance Update

Rowan Street Capitalperformance updated for the third quarter ended September 30, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners and Friends, As of September 30, 2020, Rowan Street Capital’s year-to-date gain was +38.3% (gross), which compared favorably to the gain of +5.6% for the S&P 500. Fund Description Founded in 2015,...

Hedge Funds Outperformed The Global Equity Market

Hedge funds outperformed the global equity market with event-driven and arbitrage funds in the lead Q3 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge fund managers ended the month of September down 0.72% on an equal-weighted basis, and loss 1.43% on an asset-weighted basis. The weak...

Valuation Issues with Forensic Expert Mark Zyla

ValueWalk's Raul Panganiban interviews Mark Zyla, Managing Director of Zyla Valuation Advisors, LLC. Q3 2020 hedge fund letters, conferences and more Interview with Mark Zyla ValueWalk's ValueTalks · Valuation Issues with Mark Zyla, Managing Director of Zyla Valuation Advisors Transcript Hello podcast listeners. Today is a very special episode with Mark Zyla, Managing Director...

Invest for Kids 2020: Sam Zell, Jim Chanos, Joshua Friedman, Elliott Management, Canyon Partners And More

Notes from the 12th Annual Invest for Kids Virtual Conference, featuring Sam Zell, Jim Chanos, Joshua Friedman, Jonathan Pollock and more. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments. Please note presentations from...

Global hedge funds down 0.76% in September and up 3.86% in Q3

This month's issue of The Eurekahedge Report covers the US$2184 billion global fund industry and its infographic along with our regular coverage of monthly returns, performance and asset flows. Q3 2020 hedge fund letters, conferences and more   READ THE REPORT Report Highlights   Global hedge funds were down 0.76% in September and up 3.86% in Q3 2020....

Trident Fund LP September 2020 Performance Update

Trident Fund LP performance update for the month ended September 30, 2020. Q3 2020 hedge fund letters, conferences and more The Trident Fund LP returned -6.2 percent in September, and the fund is +12.9  percent net year to date. September volatility pushed Trident offsides on 15 of the 19 markets it trades. While...

Q3 Hedge Fund Letters & Conferences Database! Sohn, Delivering Alpha And Much More [UPDATED 11/24 15:22 EST Or more recently]

Simply click the menu below to perform sorting functions. Page is updated very frequently so please come back or bookmark This database is complied by scouring hundreds of sites, emails and most importantly Valuewalk's top-notch exclusive sources network. We have the MOST extensive source out there of what is going on in...

Trading Volume Tapering Off with TradeZero’s And Serial Entrepreneur Dan Pipitone

ValueWalk's Raul Panganiban interviews Dan Pipitone, Co-Founder of TradeZero America, discussing the current state of trading. Q3 2020 hedge fund letters, conferences and more Interview with Dan Pipitone   ValueWalk's ValueTalks · Trading Volume Tapering Off with Dan Pipitone, Co-founder of TradeZero America Transcript Hello podcast listeners. Today is a very special episode with Dan...

Light Street Capital: StoneCo, The Brazilian Version Of Square

Notes from Light Street Capital's Glen Kacher presentation from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Glen Kacher of Light Street Capital StoneCo Nasdaq Brazilian, square version Only operate in Brazil Broad customer base Doesn’t have cash app Brazil use...

Jeff Shen: Bad environment for value investors in 2020

Notes from BlackRock's Jeff Shen presentation from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Jeff Shen Managing Director, Co-CIO of Active Equity and Co-Head of Systematic Active Equity, BlackRock How to think about big data and AI Bad environment for...

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