Geoff Gannon: Venturing In Areas Other Value Investors Don’t

ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses if he generalizes or specializes in any industry, going to the areas that other value investors dont, focused investing in stocks, [...]

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GreenWood Investors 2Q19 Letter: Pent-Up Alpha

GreenWood Investors letter to investors for the second quarter ended June 30, 2019, titled, "Pent-Up Alpha." Q2 hedge fund letters, conference, scoops etc Dear GreenWood Investor: Our quarterly performance, in addition to our performance over the past 6, 12 and 18 months, is not acceptable. The underperformance this year reflects irrational prices [...]

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Alluvial Fund July 2019 Performance Update

Alluvial Fund performance update for the month ended July 31, 2019. Q2 hedge fund letters, conference, scoops etc Dear Partners and Colleagues, Alluvial Fund, LP returned -0.9% in July, compared to 1.4% for the S&P 500 and 1.5% for the Russell 2000. Year-to-date, Alluvial has returned 13.3% versus 20.2% for the S&P [...]

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Andrew Chanin And Micah Walter-Range: Global Macro Perspective

ValueWalk's Raul Panganiban interviews Andrew Chanin, CEO at ProcureAM and Micah Walter-Range, president of Caelus Partners. In this part, Andrew and Micah discuss what led them to the ETFs industry, how they started their career in space, investing from a global macro perspective, the benefits of ETFs, and the role [...]

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Geoff Gannon: Investing In Dark Stocks

ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses finding overlook opportunities, dark stocks, how he determines a good investment, and not overlooking the risk of fraud. Q2 hedge fund letters, [...]

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Interview With Andrew Chanin And Micah Walter-Range: The UFO ETF

ValueWalk's Raul Panganiban interviews Andrew Chanin, CEO at ProcureAM and Micah Walter-Range, president of Caelus Partners. Q2 hedge fund letters, conference, scoops etc MasterTux / Pixabay Interview with Andrew Chanin and Micah Walter-Range Transcript Hello podcast listeners today's very special episode with Andrew Chanin and Micah Walter-Range. Andrew is CEO at procure AM. He [...]

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Geoff Gannon: Overlooked And Illiquid Investment Opportunities

ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. In this interview, Geoff discusses his background and what led him to finance, his investment phylosophy, how he developed tools to analyze stocks, his idea generation [...]

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Interview With Geoff Gannon – Focused Compounding Capital

ValueWalk's Raul Panganiban interviews Geoff Gannon, the portfolio manager at Focused Compounding Capital Management and co-hosts the Focused Compounding Podcast with Andrew Kuhn. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Interview With Geoff Gannon Transcript Hello podcast listeners. Today is a very special episode with Jeff again, Portfolio Manager, podcaster and [...]

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Largest Hedge Fund Advisers Taking A Long-Term Perspective

Seward & Kissel LLP released its first-ever Form ADV Study, which analyzes the nation’s largest hedge funds based on information filed with the SEC. Data in the study reveals that while many funds experienced fluctuations in assets under management from 2017 to 2018, confidence in long-term success remains strong. [...]

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Black Bear Value Fund July 2019 Performance Update

Black Bear Value Fund performance update for the month ended July 31, 2019. Q2 hedge fund letters, conference, scoops etc Dear Partners and Friends, The Fund returned +2.3%, net, in July.  YTD +6.8%, net. The S&P 500 returned +1.4% in July.  YTD +20.2%. The HFRI index returned +0.2% in July.  YTD +8.2%. The timing of your investment [...]

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Nelson Wu: Oil Prices Will Rise As Inventories Go Down

ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses what led him to investing, insider trading at Allergan, Actavis's acquisition of Allergan, his stock selection process, if the oil prices will go up, and if oil equities will recover. See part 2 here. See [...]

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Global ETF Industry Hits Record $5.64 Trillion AUM

ETFGI reports assets invested in the Global ETF and ETP industry extended lead over Hedge Fund industry to US$2.39 trillion at the end of June 2019 Q2 hedge fund letters, conference, scoops etc LONDON — August 6, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global [...]

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SAGA Partners 2Q19 Commentary: Long Trade Desk, Inc.

SAGA Partners commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Annual Meeting & General Update We’re excited to host our second annual meeting on Saturday, August 24. We think this is the best opportunity for us to speak directly with our investors and for [...]

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Greenhaven Road Capital 2Q19 Commentary

Greenhaven Road Capital commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Alexas_Fotos / Pixabay Dear Fellow Investors, Greenhaven’s Fund returned approximately -4% in the second quarter, bringing the YTD gains to approximately +12.5%. Investors, please check your statements as individual returns will vary by class [...]

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