Global Allocation Fund commentary for the month ended August 31, 2019. This commentary is originally in Spannish and has been translated to English using Google Translate. Q2 hedge fund letters, conference, scoops etc That ain't workin 'that's the way you do it Money for nothin 'and your chicks for free Dire Straits Money [...]
ValueWalk's Raul Panganiban interviews Will Rhind, the founder and CEO of Granite Shares. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Interview with Will Rhind Transcript Good morning listeners. Today's a very special episode with Will Rhind CEO and founder of Granite Shares. Will has extensive experience in both the ETF and [...]
ValueWalk's Raul Panganiban interviews Dr. Howard Schilit, the Sherlock Holmes of Accounting and the author of Financial Shenanigans. In this part, Dr. Schilit discusses the forensic mindset, and Enron's CFO Andy Fastow. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 2 here. See part 3 here. cloudhoreca / Pixabay I [...]
With the US Corporate Bond Market Evolving, TABB Research Examines How Strategies, Trading, Services are Dealing with New Electronic Trading Venues and Market Forces Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay NEW YORK, LONDON, August 27, 2019 - TABB Group says the US Corporate Bond market is at the [...]
ValueWalk's Raul Panganiban interviews Bob Robotti the president and CIO of Robotti Value Investors. Full transcript below Q2 hedge fund letters, conference, scoops etc Interview with Bob Robotti Transcript Raul: Good morning podcast listeners, today is a very special episode. I am here with Bob Robotti. Bob is the president and CIO of [...]
On July 23 2019 Jeffrey Gundlach, Chief Executive Officer of DoubleLine Capital, held an audio webcast discussing the closed end funds Opportunistic Credit Fund (DBL) and Income Solutions Fund (DSL). Q2 hedge fund letters, conference, scoops etc DoubleLine Opportunistic Credit Fund (DBL) DBL is a Mortgage Backed Securities (MBS) fund with a [...]
Del Principe O'Brien Financial Advisors letter to investors for the month of August 2019. Q2 hedge fund letters, conference, scoops etc Dear Fellow Investors, “Patience is bitter, but its fruit is sweet.” - Aristotle Wasn’t it just yesterday we were talking about how December 2018 was the worst month for the Dow and [...]
ValueWalk's Raul Panganiban interviews Dr. Howard Schilit, the Sherlock Holmes of Accounting and the author of Financial Shenanigans. In this part, Dr. Schilit discusses the four categories of manipulation mentioned in his book, and unraveling the Valeant fraud. Q2 hedge fund letters, conference, scoops etc See part 1 here. See part 3 here. See [...]
ValueWalk's Raul Panganiban interviews Trip Miller, Founder and Managing Partner of Gullane Capital. Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay Interview with Trip Miller Transcript Good morning podcast listeners today's very special episode with Trip Miller, Founder and Managing Partner of Gullane Capital. Before this, he worked in the investment banking [...]
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 the major developments in the space industry, reaching the Jetsons living style, their favorite books and their hobbies. Q2 hedge fund letters, conference, scoops etc See part 1 [...]
Qualivian Focus Fund letter to investors for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc “Human nature desires quick results, there is a particular zest in making money quickly, and remoter gains are discounted by the average man at a very high rate.” - John [...]
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 what led them to finance and investing, if their teacher influenced them to invest, what makes Capital [...]
ValueWalk's Raul Panganiban interviews Dr. Howard Schilit, the Sherlock Holmes of Accounting and the author of Financial Shenanigans. Q2 hedge fund letters, conference, scoops etc jackmac34 / Pixabay Interview With Dr. Howard Schilit Transcript Good morning listeners. Today I have a very special guest, Dr. Howard Mark Schilit. Dr. Schilit is considered the accounting [...]
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 the objective of the Procure Space ETF, the space industry and the common misconceptions surrounding it, their views on Elon Musk, Jeff Bezos and Richard Branson, Q2 [...]
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, [...]
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 the countries that jave the most activity for a space companies, the possibility of an armed conflict over space, Q2 hedge fund letters, conference, scoops etc See part [...]
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 [...]
RGA Investment Advisors commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc The second quarter was a little choppier than the first quarter, with an upward bias in the end. Markets largely spent time digesting the magnitude of the moves from the fourth quarter [...]
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 [...]
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 [...]
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, [...]
Global Quality Edge Fund commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear investor, Global Quality Edge Fund's total return during the second quarter of the year was +1.95% and -1.5% when measured from inception (1st June 2017) until today (26th July 2019). In the [...]
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