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...

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....

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...

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...

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...

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...

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...

What You Eat Influences How You Invest

ValueWalk's Raul Panganiban interviews Mitchell Kovitz, Founder and Principal of Kovitz Investment Group, and with Joel Hirsh, Principal and Portfolio Manager at Kovitz Investment Group. In this part Mitchell and Joel discuss how they define their best ideas, their investment mentors, favorite books, how Alexander Hamilton contributed to the...

Barac Capital Management 2Q19 Commentary

Barac Capital Management commentary for the second quarter ended June 30m 2019. Q2 hedge fund letters, conference, scoops etc Dear All, The aggregate performance of Barac Capital Management’s (“BCM”) separately-managed-accounts (“SMAs”)1 for the second quarter ending June 30, 2019 was 4.4% relative to a 3.8% return for BCM’s benchmark. Individual account performance may...

Interview With Credit Chronometer’s Joe Cioffi On Debt Markets

ValueWalk's Raul Panganiban interviews Joe Cioffi, the author of Credit Chronometer. Q2 hedge fund letters, conference, scoops etc Tumisu / Pixabay Interview With Joe Cioffi Transcript Good morning podcast listeners. Today is a very special episode. I am here with Joe Cioffi. He is a partner at Davis and Gilbert, where he is chair...

Grey Owl Capital Management 2Q19 Commentary

Grey Owl Capital Management commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc “Disneyland will never be completed. It will continue to grow as long as there is imagination left in the world.” - Walt Disney Dear Client, For the most part, the second quarter saw...

Alpine Capital July 2019 Commentary: We’ve Seen This Movie Before

Alpine Capital Research commentary for the month of July 2019, titled, "We've Seen this Movie Before." Q2 hedge fund letters, conference, scoops etc Trillions of dollars evaporated during the bear markets of 2000-2002 and 2007-2009.  Disciplined execution of ACR’s first four principles were essential for helping us avoid losses resulting from...

Using A Checklist To Evaluate An Investment

ValueWalk's Raul Panganiban interviews Mitchell Kovitz, Founder and Principal of Kovitz Investment Group, and with Joel Hirsh, Principal and Portfolio Manager at Kovitz Investment Group. In this part Mitchell and Joel discuss how their fund reacted to the Dow dropping, guarding their portfolio against losing money, and their valuation...

Which Is Better: Mutual Funds Or CDs?

When investing in equities, mutual funds are generally the preferred choice over individual securities because of the need to broadly diversify and to minimize idiosyncratic (and therefore uncompensated) risk. On the other hand, with fixed income investments that do not take on credit risk (such as Treasury securities), there...

Horos Asset Management 2Q19 Commentary

Horos Asset Management commentary for the second quarter ended June 30, 2019. Dear co-investor, The end of May marked one year since the launch of Horos, a project dedicated to maximising returns for our investors in the long term. They have been twelve months of hard work and dedication on the...

Wedgewood Partners 2Q19 Commentary: Punch Bowl

Wedgewood Partners commentary for the second quarter ended June 30, 2019, titled, "Punch Bowl." “Is not the Fed now operating on the dual mandate of arsonist - and fireman?” - Jim Grant. Grant’s Interest Rate Observer, June 2019 Review and Outlook Our Composite (net-of-fees)i gained +4.30% during the second quarter of 2019....

Consensus Breeds Mediocrity

ValueWalk's Raul Panganiban interviews Mitchell Kovitz, Founder and Principal of Kovitz Investment Group, and with Joel Hirsh, Principal and Portfolio Manager at Kovitz Investment Group. In this part Mitchell and Joel discuss how their research process has changed, Q2 hedge fund letters, conference, scoops etc See part 1 here. See...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0