Jacob Wolinsky – Page 2 – ValueWalk Premium

Jeff Shen: Bad environment for value investors in 2020

Notes from BlackRock's Jeff Shen presentation from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Jeff Shen Managing Director, Co-CIO of Active Equity and Co-Head of Systematic Active Equity, BlackRock How to think about big data and AI Bad environment for...

No Street Capital: Purple Innovation Grew 128% YoY

Notes from No Street Capital's Jeff Osher presentation from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Jeff Osher of No Street Capital Purple Innovation Perfectly vertical integrated Dominant brand in mattress Digitally native Grew 128% YoY 1200 employees, added 10%...

SoMa Equity: Uber Is Viewed As A Commodity Business

Notes from SoMa Equity Partners' Gil Simon presentation from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more freestocks-photos / Pixabay Gil Simon of SoMa Equity Partners Uber Transportation industry Current position, global leader in service Most competitors are regional Highly valued platform ...

Flight Deck: Opportunity In Japanese Accounting Software Stock

Notes of Flight Deck Capital's Jay Kahn from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more stevepb / Pixabay Jay Kahn of Flight Deck Capital Free Japan, software, 2012 2019 launch Engineering first culture Significant insider ownership Cloud data native integrated accounting...

Raj Moorthy: Go Where The Alpha Is

Notes of Advantage Alpha Capital's Raj Moorthy from the 2020 SohnX San Francisco Conference. See the full coverage here. Raj Moorthy of Advantage Alpha Capital What happened to alpha Erosion in long short Narrow strategies Can’t continue doing what everyone is doing Go where the alpha is Find the inefficiencies Found...

Howard Marks: Frontier Investing Is Next Opportunity

Notes from the fireside chat with Howard Marks from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more Howard Marks of Oaktree Capital Culture and leadership is key to the organization Set the tone in the beginning Howard wrote the rules at...

Character Is Destiny: Interview with Pehr Gyllenhammar, Former CEO of Volvo

ValueWalk's Raul Panganiban interviews Pehr Gyllenhammar, author of Character is Destiny and former CEO of Volvo. Q2 2020 hedge fund letters, conferences and more Interview with Pehr Gyllenhammar ValueWalk's ValueTalks · Character is Destiny with Pehr Gyllenhammar, Former CEO of Volvo Transcript Hello podcast listeners. Today is a very special episode with Pehr Gyllenhammar,...

Global M&A roundup for Q1 – Q3 of 2020

Mergermarket has released its Global M&A roundup for Q1 - Q3 of 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. Q2 2020 hedge fund letters, conferences and...

Notes From Schwarzman, Sternlicht, Robert Smith, Mary Callahan Erdoes, Joseph Tsai And Much More From The 2020 Delivering Alpha Conference

The following are rough notes of Stephen Schwarzman, Steve Mnuchin, and Barry Sternlicht's interview from our coverage of the 2020 CNBC Institutional Investor Delivering Alpha Conference. Q2 2020 hedge fund letters, conferences and more Image source: CNBC Video Screenshot One of the most influential investor conferences every year, Delivering Alpha brings together...

Hedge Funds Have Maintained Their Strong Performance

Hedge funds have maintained their strong performance since end-March supported by equity market recovery Q2 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge fund managers ended August 2020 up 2.02% on an equal-weighted basis, and 1.43% on an asset-weighted basis, driven by the strong performance of...

Opportunities In Special Situations With Evermore’s David Marcus

ValueWalk's Raul Panganiban interviews David Marcus, Co-founder, CEO, CIO of Evermore Global Advisors. Q2 2020 hedge fund letters, conferences and more Interview With David Marcus ValueWalk's ValueTalks · Part 2 - Where to Find Value with David Marcus, CEO, CIO of Evermore Global Advisors Transcript Hello podcast listeners. Today is a very special episode...

Creating Strategic Value With Joseph Calandro Jr.

ValueWalk's Raul Panganiban interviews Joseph Calandro Jr., Managing Director of a global consulting firm and fellow of the Gabelli Center for Global Security Analysis at Fordham University. Q2 2020 hedge fund letters, conferences and more Interview with Joseph Calandro Jr. ValueWalk's ValueTalks · Creating Strategic Value with Joseph Calandro Jr. Transcript Hello podcast listeners....

Investors Allocated $7.36 Billion Into Hedge Funds In August

August was generally a broadly positive month for the hedge fund industry, though there were pockets of large redemptions clouding the picture for strategies which otherwise would appear to be showing positive investor sentiment. Q2 2020 hedge fund letters, conferences and more Frankly, we did not expect to be writing a...

Larry Siegal And Paul Kaplan: Market Crash #MICUS

Notes from Larry Siegal And Paul Kaplan's presentation at the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Larry Siegal and Paul Kaplan: Market Crash What makes corona difference Paul Kaplan Cause is different Shutdown by government led to downturn Larry Siegal No government shutdown their government particularly in...

Up-and-Coming Small- and Mid-cap Portfolio Managers #MICUS (Morningstar Conference)

Notes from Laird Bieger of Baron Capital, Mark Wynegar of Tributary Capital Management, and Amy Zhang of Alger Funds' presentation from the 2020 Monringstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Up-and-Coming Small- and Mid-cap Portfolio Managers Our manager research team has been publishing its semiannual Morningstar Prospects report...

High-Yield State Of Mind: #MICUS

Notes from Bryan Krug of Artisan Funds, Harley Lank of Fidelity Investments and Elaine Stokes of Loomis Sayles and Co.'s presentation from the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more High-Yield State Of Mind High-yield bonds have been on an impressive run in recent years, but the...

GreenWood Investors – The Three Second Rule

Our first quarter letter’s discussion on paying more attention to the whims and fancies of Mr. Market’s focus spurred a few friends to recommend some great psychological summer reads. Q2 2020 hedge fund letters, conferences and more To quickly summarize the quarterly letter, System 1 thinking, the fast and often emotional...

Alluvial Fund August 2020 Performance Update

Alluvial Fund performance update for the month ended August 31, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 4.8% in August, compared to 7.2% for the S&P 500 and 5.6% for the Russell 2000. Year-to-date, Alluvial has returned 6.6% versus 9.7% for the...

Michael Mauboussin: Challenges and Opportunities in Active Management And Using BAIT #MICUS

Michael Mauboussin's notes from his presentation at the 2020 Morningstar Investment Conference, held on September 16th and 17th. Q2 2020 hedge fund letters, conferences and more Michael Mauboussin: Challenges and Opportunities in Active Management Michael Mauboussin is Head of Consilient Research at Counterpoint Global in New York. Previously, he was Director of...

#MICUS: Value Managers Say Their Style Is Far From Over

Note of Chuck Bath, David Wallack, and Ramona Persaud's presentation from the 2020 Morningstar Investment Conference. Q2 2020 hedge fund letters, conferences and more Dead Again? Value Managers Say Their Style Is Far From Over For more than a decade, large value has been one of the most difficult factors to own....

Global Hedge Funds Up 12.85% In August

Key highlights for August: Q2 2020 hedge fund letters, conferences and more Global hedge funds recorded their best five-month performance of 12.85% in August after they suffered from their worst quarterly performance of 8.02% in Q1 2020. In terms of year-to-date return, the Eurekahedge Hedge Fund Index was up 3.79%,...

Trident Fund LP August 2020 Performance Update

Trident Fund LP performance update for the month ended August 31, 2020. Q2 2020 hedge fund letters, conferences and more The Trident Fund LP returned +6.1 percent in August, and the fund is +20.3 percent net year to date. Oceans of global liquidity flooded global equity markets in August, and the Trident...

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