Jim Osman: How Should Investors Evaluate Activists Ideas?

ValueWalk's Raul Panganiban interviews Jim Osman, the founder and CEO of The Edge Consulting Group. In this part, Jim discusses looking beyond face value, where investors should look for value, how should investors evaluate activists ideas, tips for novice investors, and if he has any favourite activist investors. Q3 2019...

Salil Mehta: Presidential Polling and Risk Management

ValueWalk's Raul Panganiban interviews Salil Mehta, statistician and risk consultant. He is the author and creator of the Statistical Ideas blog and he is the author of Statistics Topics. Q4 2019 hedge fund letters, conferences and more 200degrees / Pixabay Interview with Salil Mehta Transcript Hello, listeners, today's very special episode with Salil Mehta,...

Massif Capital 4Q19 Commentary: Resource Conversion – Alternative Perspectives Wealth Creation and the Capital Cycle

Massif Capital commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Friends and Investors, The core portfolio of Massif Capital was up 3.7% during the fourth quarter of 2019, bringing the year-to-date performance to -3.9%. A detailed report on individual account performance will...

Livermore Partners 4Q19 Commentary Up 137.52% In 2019

Livermore Partners commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Markets continue to grind to fresh highs; Event-driven Livermore Partners closes 2019 with a gain of 138% percent (Not a typo). To Partners: Fourth Quarter began as a very challenging time for the markets....

Publicis Sapient’s David Poole On The Fintech Trends In Banking

ValueWalk's Raul Panganiban interviews David Poole, head of Financial Services Center of Excellence at Publicis Sapient. Q4 2019 hedge fund letters, conferences and more PIRO4D / Pixabay Interview with Publicis Sapient's David Poole Transcript Hello podcast listeners. Today's a very special episode with David Poole, head of Financial Services Center of Excellence at Publicis...

Bob Robotti: How Tidewater’s board should be structured

ValueWalk’s Raul Panganiban interviews Bob Robotti, the president and CIO of Robotti & Company. In this part, Bob discusses Tidewater's chairman Larry Rigdon, how the company's board should be structured, if Tidewater is a 2x or 3x opportunity, and where he sees other future opportunities. Q3 2019 hedge fund letters,...

Financials Bets Boost Vilas To Up 107% Returns In 2019

The Vilas Fund's commentary for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Vilas Fund Partners, The Vilas Fund, LP had a good year in 2019, rising 106.7% vs the 31.5% return of the S&P 500 Index. Since the Fund began operations on August...

Black Bear Value Fund December 2019 Commentary

Black Bear Value Fund commentary for the month ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Partners and Friends, The Fund returned -0.7%, net, in December.  2019 +6.5%, net. The S&P 500 returned +3.0% in December.  2019 +31.5%. The HFRI index returned +2.5% in December.  2019 +13.6%. The timing...

Howard Marks January 2020 Memo: You Bet!

Howard Marks's memo to Oaktree clients for the month of January 2020, titled, "You Bet!" Q4 2019 hedge fund letters, conferences and more As I’ve written in past memos, I have an indelible recollection of the first book I read as a Wharton freshman in 1963. The book was Decisions Under...

Verdad’s Dan Rasmussen And Greg Obenshain On Quant Credit Investing

ValueWalk's Raul Panganiban interviews Dan Rasmussen, the founder and Portfolio Manager at Verdad, and Greg Obenshain, partner and director of credit at Verdad. Q4 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Quant Credit with Greg Obenshain and Dan Rasmussen   Transcript Hello podcast listeners. Today's very special episode with Dan Rasmussen and...

New Feature: Exclusive Newsletter For Subscribers

You asked and we listened - our main newsletter is free for everyone and therefore contains ads and links to our latest content both free and premium. We wanted to provide an ad free version newsletter for premium readers but while working on it thought of further we decided...

Global Return Asset Management December 2019 Commentary

Global Return Asset Management commentary for the month ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear Friends and Partners, In December we generated a net return of 1.1%.1 For the full year, we generated a net return of 40.6%.1 We ended the month with 27% of assets in Cash...

Latest Trends In Separate Managed Accounts

ValueWalk's Raul Panganiban interviews Kevin Neubauer, Associate at Seward & Kissel LLP. In this part, Kevin discusses if passive investing affect the fee pressures, trends in separate managed accounts, and the prevalence of corporate pension plans and government plans. Q3 2019 hedge fund letters, conferences and more Goumbik / Pixabay And then,...

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