Jacob Wolinsky – ValueWalk Premium

International Value with Distillate Capital’s Thomas Cole

ValueWalk's Raul Panganiban interviews Thomas Cole, CFA, CEO and Co-founder of Distillate Capital. In today’s episode we discuss value investing in the current environment and why you should look internationally. Q3 2020 hedge fund letters, conferences and more International Value with Thomas Cole, CFA, CEO and Co-founder of Distillate Capital ValueWalk's ValueTalks...

Choice Equities Fund Up 76 Percent In 2020

Choice Equities Fund perofrmance update for the month ended December 2020. Q3 2020 hedge fund letters, conferences and more Choice Equities Fund generated a net return of 76.3% for 2020 resulting in annualized returns of 25.7% per year since inception of January 2017. Choice Equities Fund, LP Overview Choice Equities Fund (“ or...

Rowan Street Capital 2020 Up 65 Percent In 2020

Rowan Street Capital performance update for the year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more For 2020, Rowan Street Capital fund’s gain was +65.4% (gross), which compared favorably to the S&P 500 gain of +18.4%. Fund Description Founded in 2015, Rowan Street Capital is a private investment fund...

Q4 2020 Sortable Hedge Fund Letters Database Now Live!

Happy New Year! Bring in 2021 by enhancing your knowlsge of the hedge fund world. In this tool, Valuewalk provides its own exclusive and extensive coverage of hedge fund letters, as well as a huge aggregation and organization effort. This database is complied by scouring hundreds of sites, emails and...

Global & Regional M&A Report 2020

Mergermarket has released its Global M&A roundup for 2020, including its financial advisors league tables. Take a look at the report HERE and don’t forget to review the charts breaking down the activity by sector, value, year-to-year analysis, etc. Q3 2020 hedge fund letters, conferences and more A couple key findings...

Top Hedge Fund Industry Trends for 2021

Below is Agecroft Partners’ 12th annual predictions for the biggest trends in the hedge fund industry for 2021. These have historically been covered broadly by the media, including the last 6 years by Bloomberg Television and the last three by CNBC (see a few links below article). These predictions...

2021 Grains Outlook – The Big Shift: Teucrium

2021 grains outlook from Jake Hanley, portfolio manager at Teucrium Funds, an issuer of agricultural commodity ETFs. Jake’s thesis here is that if grain balance sheets continue to tighten, then grains will likely be in a new secular bull market for 2021 and beyond. Q3 2020 hedge fund letters, conferences...

Quant ESG With PanAgora Asset Management’s George Mussalli

ValueWalk's Raul Panganiban interviews George Mussalli, Chief Investment Officer and Head of Equity Research at PanAgora Asset Management. In this epispode, they discuss quant ESG as well as PanAgora’s unique approach to it. The following is a computer generated transcript and may contain some errors. Q3 2020 hedge fund letters, conferences...

Hedge Funds Recorded Their Strongest Return In Over A Decade

Hedge funds recorded their strongest return in over a decade lead by the long/short equities Q3 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge fund managers the ended month of November up 4.49% on an equal-weighted basis, and 3.51% return on an asset-weighted basis. The better-than-expected...

Taxes with Alex Reffett, Principal and Co-Founder of East Paces Group

ValueWalk's Raul Panganiban interviews Alex Reffett, Principal and Co-Founder of East Paces Group. The following is a computer generated transcript and may contain some errors. Q3 2020 hedge fund letters, conferences and more Interview With East Paces Group's Alex Reffett ValueWalk's ValueTalks · Taxes with Alex Reffett, Principal and Co-Founder of East...

Modern Day Asset Management

ValueWalk's Raul Panganiban interviews Ross Klein, CFA, and Vince Lorusso. Ross is founder and CIO at Changebridge Capital and Vince is Partner and Portfolio Manager at Changebridge Capital where they manage the CBLS, Changebridge Capital Long/ Short Equity ETF and CBSE, Changebridge Sustainable Equity ETF. The following transcript is computer...

Hedge Fund Side Letter Study With Kevin Neubauer

ValueWalk's Raul Panganiban interviews Kevin Neubauer, Partner at Seward & Kissel LLP. In today's episode they discuss the latest Side Letter Study from Seward & Kissel LLP. The following transcript is computer generated and may contain some errors. Q3 2020 hedge fund letters, conferences and more Interview With Kevin Neubauer ValueWalk's ValueTalks ·...

Thematic ETFs with Sean O’Hara, President of Pacer ETFs

ValueWalk's Raul Panganiban interviews Sean O’Hara, President of Pacer ETFs. They discuss thematic ETFs and key themes they are looking at. Q3 2020 hedge fund letters, conferences and more Interview With Sean O’Hara ValueWalk's ValueTalks · Thematic ETFs with Sean O’Hara, President of Pacer ETFs Transcript Hello podcast listeners. Today's a very special episode...

Quality Shareholders with Lawrence Cunningham

ValueWalk's Raul Panganiban interviews Lawrence Cunningham, author, lecture, Professor, public company director and consultant on corporate governance, discussing his recent book Quality Shareholders. Q3 2020 hedge fund letters, conferences and more Interview With Lawrence Cunningham ValueWalk's ValueTalks · Quality Shareholders with Lawrence Cunningham Author, Lecturer, Public Company Director Transcript Hello podcast listeners. Today's very...

Alluvial Fund November 2020 Performance Update

Alluvial Fund's performance update for the month ended November 30, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 13.1% in November, compared to 18.4% for the Russell 2000 and 15.4% for the MSCI World Small+MicroCap. Year-to-date, Alluvial has returned 22.7% versus 10.4% for the...

Black Bear Value Fund November 2020 Performance Update

Black Bear Value Fund's performance update for the month ended November 30, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear Value Fund, LP (the “Fund”) returned +12.6%, net, in November and -15.2% YTD. The HFRI index returned +10.1% in October and +8.1% YTD. The...

Running A Hedge Fund With Ironhold Capital

ValueWalk's Raul Panganiban interviews Paul Gray, Co-founder and CEO at Ironhold Capital. Q3 2020 hedge fund letters, conferences and more Interview With Ironhold's Paul Gray ValueWalk's ValueTalks · Running a Hedge Fund with Paul Gray, Co-founder, CEO at Ironhold Capital Transcript Hello podcast listeners. Today is a very special episode with Paul Gray, Co-founder...

High-Tech & Software M&A Activity Outshines Overall Market in 2020

New West Monroe Study: High-Tech & Software M&A Activity Outshines Overall Market in 2020, Outlook Remains Strong Q3 2020 hedge fund letters, conferences and more geralt / Pixabay Integration, differentiation, and changing customer expectations cited as challenges to value creation CHICAGO – Despite disruption and economic upheaval, the appetite for deals in the...

Elliott Advisors Statement on ARYZTA

LONDON--(BUSINESS WIRE)--Elliott Advisors (UK) Limited (“Elliott” or “we”) notes speculation in the market regarding a media release ARYZTA AG (“ARYZTA”) has published this morning. ARYZTA has stated that it has received a conditional offer from Elliott. Q3 2020 hedge fund letters, conferences and more The fulfilment of the two conditions to...

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