The following are the notes from Elliot Trexler's presentation at the Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. Also see our full coverage here. Q1 2020 hedge fund letters, conferences and more The Ben Graham VII Annual...
The following are the notes from Charles K. Bobrinskoy's presentation at the Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. Also see our full coverage here. Q1 2020 hedge fund letters, conferences and more The Ben Graham VII...
Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis. Q1 2020 hedge fund letters, conferences and more The Ben Graham VII Annual Conference is the latest installment of CFA Society New York’s serialized, marquee (value investment) event. Conference Dates: Wed....
ValueWalk's Raul Panganiban interviews Rob Wyrick, CIO of Post Oak Private Wealth Management. Q1 2020 hedge fund letters, conferences and more Interview with Rob Wyrick ValueWalk's ValueTalks · What Negative Rates Mean with Rob Wyrick Transcript Hello podcast listeners. Today is a very special episode with Rob Wyrick, CIO of Post Oak Private Wealth...
ValueWalk's Raul Panganiban interviews Jack Vogel, Phd, CIO/CFO at Alpha Architect. Q1 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Interview with Jack Vogel ValueWalk's ValueTalks · Active Share, Factor Investing Basics, Sports with Jack Vogel, CIO, CFO at Alpha Architect Transcript Hello podcast listeners. Today is a very special episode with Jack...
Northern Trust Survey: Asset Managers Most Concerned about Managing Rising Costs and Driving Bottom Line Performance amid Global Market Turmoil Q1 2020 hedge fund letters, conferences and more Global survey of 300 investment managers reinforces the value of Whole Office solutions for achieving greater efficiency and resiliency in investment operations CHICAGO and...
ValueWalk's Raul Panganiban interviews Chad Parks, CEO and Founder at Ubiquity Retirement and Savings, discussing his documentary, "Broken Eggs" and how we are facing a retirement crisis. Q1 2020 hedge fund letters, conferences and more Interview with Chad Parks On Broken Eggs ValueWalk's ValueTalks · Broken Eggs with Chad Parks, Founder of...
Alluvial Fund performance update for the month ended May 31, 2020. Q1 2020 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 1.9% in May, compared to 4.8% for the S&P 500 and 6.5% for the Russell 2000. Year-to-date, Alluvial has returned -8.2% versus -5.0% for the...
ValueWalk's Raul Panganiban interviews Skip Johnson, RICP, Partner and Lead Advisor at Great Waters Financial. Q1 2020 hedge fund letters, conferences and more Maklay62 / Pixabay Interview with Skip Johnson ValueWalk's ValueTalks · What to do with Cash with Skip Johnson, RICP, Partner at Great Waters Financial Transcript Hello podcast listeners. Today is a very...
Trident Fund LP performance update for the month ended May 31, 2020. Q1 2020 hedge fund letters, conferences and more The Trident Fund LP returned -0.2 percent net in May, and the fund is +7.2 percent net year to date. While stock markets continued their powerful rally, the Trident portfolio remained systematically...
Global Return Asset Management performance update for the month ended May 31, 2020. Q1 2020 hedge fund letters, conferences and more Dear Friends and Partners, In May, we generated a net gain of 13.6%.1 We ended the month with 25% of assets in Cash and a Net Market Exposure of 34%. Year-to-date, we've...
Black Bear Value Fund performance update for the month ended May 31, 2020. Q1 2020 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear Value Fund, LP (the “Fund”) returned -2.8%, net, in May and -18.8% YTD. The HFRI index returned +5.8% in May and -1.7% YTD. The...
A large investment in a start-up can be the catalyst that leads them to success and helps them to make it past the first year. Of course, getting this initial investment is not easy and many start-ups never manage to secure the investment to get their feet off the...
ValueWalk's Raul Panganiban interviews John Buckingham, Principal and Portfolio Manager at Kovitz and editor at the Prudent Speculator. Q1 2020 hedge fund letters, conferences and more Interview with John Buckingham ValueWalk's ValueTalks · Where to Look with John Buckingham, Principal, PM at Kovitz and Editor at the Prudent Speculator Transcript Hello podcast listeners. Today...
With racial prejudice, protests and riots arising from the murder of George Floyd, and attempts to maintain law and order grabbing headlines, I was asked, and feel a compelling need, to share my thoughts about what’s going on. So I will do that. However, at this time there are...
Simply click the menu below to perform sorting functions. 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 irgwe aiyexwa? We have a lot more (on funds both large and small that few if anyone...
Bonhoeffer Fund commentary for the first quarter ended March 31, 2020 Q1 2020 hedge fund letters, conferences and more Dear Partner, The Bonhoeffer Fund returned -33.7% net of fees in the first quarter of 2020, compared to -23.1% for the MSCI World ex-US, an international benchmark. As of March 31st, our securities...
Greenhaven Road Capital commentary for the first quarter ended March 31, 2020, discussing several of the underlying managers and their approaches to managing through the pandemic. Q1 2020 hedge fund letters, conferences and more Dear Limited Partners, The first quarter marked the arrival of the pandemic and the fastest bear market in...
Investors have flocked to the relative safety of ESG funds during the economic downturn caused by the coronavirus pandemic. Q1 2020 hedge fund letters, conferences and more Investment funds set up with environmental, social and governance criteria remain relative safe havens in the economic downturn caused by the coronavirus pandemic, supporting...
Hazelton Capital Partners commentary for the first quarter ended April 30, 2020, discussing their current portfolio holdings Renewable Energy Group, Apple and Berkshire Hathaway. Q1 2020 hedge fund letters, conferences and more Dear Partner, Hazelton Capital Partners, LLC (the “Fund”) returned -23.8% from January 1, 2020 through March 31, 2020. By comparison,...
Key highlights for April: Q1 2020 hedge fund letters, conferences and more The Eurekahedge Hedge Fund Index gained 4.03% in April, recording its best monthly performance since May 2009, supported by the robust performance of the underlying global equity market as seen by the 10.47% return of the MSCI AC...
Is the amount of your student debt getting you down? Studying for a degree in any subject is a difficult process that requires a lot of hard work and perseverance. There are sleepless nights, long study sessions and a lot of stress. Thus, when you finally attain your degree,...
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:
Here’s a Tip: Read What Professional Investors Read
ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.
It’s THE resource for value investing and hedge funds. 📈
And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.
Sign up now. 👇
