Barac Capital Management 3Q18 Commentary

Barac Capital Management commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc Dear All, In April of last year, Barac Capital began offering separately-managed-accounts (S.M.A.) and the offering has been very successful (with assets in these accounts growing to substantially exceed those of the Barac [...]

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Global Allocation Fund October 2018 Commentary – We are watching the first innings of a much larger market disruption

Global Allocation Fund commentary for the month ended October 31, 2018. Q3 hedge fund letters, conference, scoops etc October has been a carnage specially for equity markets. The starting point has been an acceleration in the ongoing process of higher government bond yields globally, affecting other assets through higher discount rates. It seems [...]

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Micro Cap With Lots Of NOLs

Excerpt from the Stanphyl Capital letter to investors for the month of October 2018, first macro then a small cap position Q3 hedge fund letters, conference, scoops etc We continue (since late 2012) to hold a short position in the Japanese yen via the Proshares UltraShort Yen ETF (ticker: YCS) as [...]

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Old West Investment Management 3Q18 Commentary; Long DHX Media

Old West Investment Management commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc Dear Investor, In just two short weeks Old West Investment Management will celebrate our tenth anniversary. It’s amazing to me how fast these ten years have gone by. It was November 1, [...]

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Emerging Value Capital Management 3Q18 Letter To Investors – Buying After Markets Tank

Emerging Value Capital Management letter to investors for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc Dear Partners and Shareholders, EVCM Fund net returns to investors are shown in the following table. Free-Photos / Pixabay “Look at market fluctuations as your friend rather than your enemy; profit from [...]

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Avenir Global Fund 3Q18 Commentary – New Investment

Avenir Global Fund commentary for the third quarter ended September 30, 2018. Dear Partner: The Avenir Global Fund (the “Fund”) increased 6.6%, net of fees, for the September quarter, and has delivered 18.4% over the past 12-months. The MSCI ACWI index (in AUD) returned 6.5% for the June 2018 quarter while [...]

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Full Notes From The 2018 Excellence In Investing Sohn Conference

Our full coverage of the Sohn Conference 2018 presented by The Excellence in Investing for Children's Causes Foundation on October 29th 2018. Q3 hedge fund letters, conference, scoops etc rawpixel / Pixabay Marcello Desio – Lucha Capital Management – Long Vineer Bhansali – LongTail Alpha – long interest rate volatility Daniel Kozlowski – [...]

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