This post was created on 10/1/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large...
Global Return Asset Management commentary for the month ended November 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear Friends and Partners, In November we generated a net return of 6.3%, bringing our year-to-date net return to 39%.1 We ended the month with 18% of assets in Cash and a Net...
Black Bear Value Fund update for the month ended November 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear Partners and Friends, The Fund returned +6.1%, net, in November. YTD +7.2%, net. The S&P 500 returned +3.6% in November. YTD +25.5%. The HFRI index returned +1.3% in November. YTD +10.8%. The timing...
ptdh / Pixabay Dear Partners and Colleagues, Alluvial Fund, LP returned -0.9% in November, compared to 3.6% for the S&P 500 and 4.1% for the Russell 2000. Year-to-date, Alluvial has returned 14.5% versus 27.6% for the S&P 500 and 22.4% for the Russell 2000. Since inception, Alluvial Fund, LP has returned...
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his stock selection process and if he screens stocks, red flags to look for when looking at a company, the concept behind the value bin, and his Syncora stock idea. Q3 2019 hedge...
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his background and what let him to investing, the inspiration behind the name of Alluvial, his overall investing philosophy, and how he evaluates a company's management. Q3 2019 hedge fund letters, conferences and...
Our coverage of the Value Invest New York Conference which was held on December 3rd, 2019. Below you can find links to the individual coverage of the speakers. Stay tuned for more coverage next week and other conferences also coming up! kreatikar / Pixabay (more…)
Jennifer Wallace pitches this stock at the 2019 Value Invest New York Conference. Jennifer is a founding partner of Summit Street Capital Management, LLC and serves as the firm’s Chief Investment Officer and Portfolio Manager. Brief notes below Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay Jennifer Wallace: Trinseo a...
Michael Mauboussin's notes from the 2019 Value Invest New York Conference. Michael is Director of Research at BlueMountain Capital Management in New York. Robert Hagstrom is Chief Investment Officer of Equity Compass Investment Management and Senior Portfolio Manager of the Global Leaders Portfolio. Q3 2019 hedge fund letters, conferences and...
By ProtoplasmaKid (Own work) [CC BY-SA 4.0], via Wikimedia CommonsThe 2019 Project Punch Card Value Investing Conference will be held on Wednesday, December 11, 2019 at the Fordham University at Lincoln Center, New York. The conference has an incredible line up which includes speakers such as Michael Mauboussin, Rupal Bhansali,...
Keith Ashworth-Lord's notes from the 2019 Value Invest New York Conference. Keith Ashworth-Lord is Chief Investment Officer of Sanford DeLand Asset Management Ltd and Fund Manager of the CFP SDL UK Buffettology Fund. Q3 2019 hedge fund letters, conferences and more Keith Ashworth-Lord - “Putting Buffettology into Practice” – A Stock...
Jennifer Wallace's notes from the 2019 Value Invest New York Conference. Jennifer is a founding partner of Summit Street Capital Management, LLC and serves as the firm’s Chief Investment Officer and Portfolio Manager. Q3 2019 hedge fund letters, conferences and more katicaj / Pixabay Jennifer Wallace: It Ain't What You Don't Know...
Joel Greenblatt's notes from the 2019 Value Invest New York Conference. Joel Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Q3 2019 hedge fund letters, conferences and more Joel Greenblatt: "The Evolution of Value...
Richard L. Chilton, Jr.'s notes from the 2019 Value Invest New York Conference. Richard is the founder, Chairman, CEO & CIO of Chilton Investment Company. Q3 2019 hedge fund letters, conferences and more Tumisu / Pixabay Richard L. Chilton Jr.: A Private Equity Approach to Investing in High-Quality Stocks Pitch: Union Pacific Trades...
ValueWalk's Raul Panganiban interviews Kevin Neubauer, Associate at Seward & Kissel LLP. Q3 2019 hedge fund letters, conferences and more andrewlloydgordon / Pixabay Interview with Kevin Neubauer Transcript Hello podcast listeners today's very special episode with Kevin Neubauer. He's an associate at Seward & Kissel. He's also the lead author of the Seward &...
Global Quality Edge Fund letter to investors for the third quarter ended September 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear shareholder, The total return of Global Quality Edge Fund during the 3rd quarter of this year was -2,16% and -7,05%, when measured from inception (01/06/2017). In the last quarter,...
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his Nuvera Telecom stock idea, high valuation with real value vs flashes in the pan, when premium valuation is far too cheap, his sell discipline, and how he defines and manages risk. Q3...
This article was updated at 2:45PM EST on 11/22/2019 with more details Did Fed policy just kill another famous macro fund? Moore Capital is making a big change after a disappointing few years. The hedge fund which is celebrating its 30th year is planning to return capital for 3 hedge funds...
ValueWalk's Raul Panganiban interviews Tony Wenzel, the Co-Founder and President of Brandometry. Q3 2019 hedge fund letters, conferences and more StockSnap / Pixabay Interview with Brandometry's Tony Wenzel Hello podcast listeners. Today's a very special episode with Tony Wenzel. He is Brandometry's Co-Founder and president. He brings over 20 years of experience as...
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. In this part, David discusses his views on diversification and concentration, passive versus active investing, weak corporate governance in Hong Kong, finding a lot of value in Europe, the lessons he learned from starting his blog, and...
ValueWalk's Raul Panganiban interviews Gregory Zuckerman, the author of "The Frackers," "The Greatest Trade Ever," and his most recent book that's coming out soon, "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution." In this part, Gregory discusses his background and what led him to...
ValueWalk's Raul Panganiban interviews David Waters, CFA, the CIO of Alluvial Capital. Q3 2019 hedge fund letters, conferences and more Tumisu / Pixabay Interview with David Waters Transcript Good morning podcast listeners. Today is a very special episode with David Waters, CEO of Alluvial Capital Management. Before this, he was at BNY Mellon as...
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