Black Bear Value Partners 1Q20 Commentary

Black Bear Value Partners LP commentary for the first quarter ended March 31, 2020. Q4 2019 hedge fund letters, conferences and more ArtTower / Pixabay "You must put your head into the lion’s mouth if the performance is to be a success." - Winston Churchill To My Partners and Friends: Black Bear Value...

New Special Edition Resource Page: How Hedge Funds Like Bridgewater, Baupost, Maverick And Many Others Are Navigating Unprecedented Coronavirus Induced Volatility [LAST UPDATED 3/31/20 2:44 EST]

Most hedge funds issue quarterly commentary to their investors However, recent times have brought unprecedented volatility and many funds are frantically trying to assure investors that they are doing okay (and if possible taking advantage of these markets). There are a lot of bargains for long term investors who...

Cove Street Capital: Why Investors Should Never Overlook Proxy Filings [In-depth]

ValueWalk's Raul Panganiban interviews Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Q4 2019 hedge fund letters, conferences and more Interview with Ben Claremon rawpixel / Pixabay   Transcript Hello podcast listeners. Today's a very special episode with Ben Claremon, Principal and Portfolio Manager at Cove Street Capital. Before this, he worked on...

Tim Pagliara Expert On The GSE Debate Talks Fannie Mae Reform

ValueWalk's Raul Panganiban interviews Tim Pagliara, Founder, Chairman and CIO of CapWealth group and Grant Stark, CFA, is director of research at CapWealth Group. In today’s episode we discuss the potential solution for GSE reform. Q4 2019 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Interview with Tim Pagliara...

The Finance Curse With Nicholas Shaxson

ValueWalk's Raul Panganiban interview Nicholas Shaxson, journalist and investigator. He has authored several books including “Treasure Islands” and his most recent book, “The Finance Curse: How Global Finance is Making us All Poorer.” Q4 2019 hedge fund letters, conferences and more 024-657-834 / Pixabay Interview With Nicholas Shaxson   Transcript Hello podcast listeners. Today's a...

Crescat Capital: Global Macro Themes And Value Driven Models

ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss what led them to finance and investing,what working at Crescat like, their focus on global macro themes and value driven models, and finding contrarian...

Crescat Capital: China Is Running A Banking Ponzi Scheme

ValueWalk's Raul Panganiban interviews Crescat Capital's Kevin Smith And Tavi Costa, discussing their trade of the century idea. In this part, Tavi and Kevin discuss the Chinese currency bubbles and banking Ponzi scheme, how high can consumer confidence go, and buying the dip. Q4 2019 hedge fund letters, conferences and...

Qualivian Investment Partners Up 40% In 2019; Concentrated Investing: Slugging Percentage versus Batting Average [Q4 Letter]

Qualivian Investment Partners letter to investors for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more “The best time to buy a compounder was ten years ago. The second-best time is today” Overview The Qualivian Focus Fund is an investment partnership focused on long-only public equities. We...

Great businesses with strong balance sheets are on sale: Greenhaven

Greenhaven Road Capital commentary for the month of March 2020, discussing the current COVID-19 crisis and opportunities of buying great businesses with strong balance sheets. Q4 2019 hedge fund letters, conferences and more rawpixel / Pixabay COVID-19 Crisis We typically reserve formal communication for our quarterly letters. However, these are not typical times....

Net sales of UCITS and AIFs nearly double in January 2020

Brussels, 20th March 2020 - The European Fund and Asset Management Association (EFAMA) has today published its latest monthly Investment Fund Industry Fact Sheet, which provides net sales data of UCITS and AIFs for January 2020*. Q4 2019 hedge fund letters, conferences and more Bernard Delbecque, Senior Director for Economics and...

Who even remembers the S&P 500 declined 20.2% in Q4 2018? As of last Friday, that is the same amount the S&P 500 has declined in the last month

Global Return Asset Management letter to investors "Update on our perspectives" Below are five important points I want to share and that I think will help with the current perspectives. And if you read nothing else, read the last section About this moment in history. First, over the last three years...

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