Tollymore Investment Partners' letter to investors for the first half of the year ended June 30, 2019. Q1 hedge fund letters, conference, scoops etc Dear partners, Tollymore generated returns of +20% in the first six months of 2019. Tollymore has generated cumulative returns of +96% since inception, annually compounding capital under its [...]
Return of the trade war: hedge fund managers down 1.09% for the month, ahead of global equities Q1 hedge fund letters, conference, scoops etc Equal-weighted and asset-weighted hedge fund performance Hedge fund managers ended May 2019 down 1.09% on an equal-weighted basis, and 1.37% on an asset-weighted basis, outperforming the global equity [...]
ValueWalk's Raul Panganiban interviewed Professor Aswath Damodaran, discussing factor based investing, the three macro phenomena, short selling, doing the valuation game, and his views on investing and preserving wealth. This interview was recorded in May 2018 and was recently transcribed. See part 1 here. See part 2 here. See part 4 here. Q1 [...]
ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. In this part Boyle and Ritland discuss their investment in Fannie Mae and Freddie Mac, if Fannie and Freddie would get out of conservatorship, [...]
ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses his thoughts on Uber and Lyft, why Warren Buffett doesn't invest in IPOs, and the misconceptions with IPOs. Q1 hedge fund letters, conference, scoops etc See part 1 here. See [...]
ValueWalk's Joshua Rarrick interviews with Simon Lack of SL Advisors, that takes an in depth look at the US pipeline industry. Find out why the US will soon export more energy products than we consume, and why now is a great time to invest in the energy sector. Q1 hedge [...]
ValueWalk's Raul Panganiban interviews Brian Boyle, CFA, the president and portfolio manager of Boyle Capital, and Erik Ritland, CFA, the research analyst at Boyle Capital. Q1 hedge fund letters, conference, scoops etc Goumbik / Pixabay Interview With Brian Boyle And Erik Ritland Transcript Raul: Good morning, podcast listeners. Today is a very special episode, [...]
ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses how IPOx fits into an investor's portfolio, his thoughts on portfolio construction, the uncorrelated return streams, and active investing and passive investing. Q1 hedge fund letters, conference, scoops etc See part [...]
ValueWalk's Raul Panganiban interviewed Professor Aswath Damodaran, discussing topics ranging from his book, The Dark Side of Valuation, what should investors do about uncertainty, Bitcoin millionaires, Spotify valuation and much more. This interview was recorded in May 2018 and was recently transcribed. Q1 hedge fund letters, conference, scoops etc Interview With [...]
ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses his investment philosophy and approach, the objectives behind Catalyst’s IPOx Allocation Fund and how he evaluates IPOs. Q1 hedge fund letters, conference, scoops etc See part 2 here. See part [...]
ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses how he hedges IPOs, Alibaba, regulatory issues, his mentors and his favorite books. Q1 hedge fund letters, conference, scoops etc See part 1 here. See part 2 here. See part 3 [...]
ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. Q1 hedge fund letters, conference, scoops etc Image source: CNBC Video Screenshot Transcript Good morning, podcast listeners, today is a very special episode, I am here live with David Miller, Co-Founder, CIO and Senior Portfolio Manager [...]
ValueWalk's Raul Panganiban interviews Cornelius Bond, author of "T. Rowe Price The Man, The Company, and the Investment Philosophy." In this part Cornelius discusses what led him to finance and investing, important lessons he learned from Mr. Price, and his growth stock philosophy. See part 2 here. See part 3 here. See [...]
Slides from DoubleLine Total Return Fund webcast hosted by Jeffrey Gundlach for the month of June 2019, titled, "YouTube University." Q1 hedge fund letters, conference, scoops etc Deutsche Bank (DB) Past performance does not guarantee future results. Doubleline Total Return Bond Fund owns 0% Deutsche Bank stock as of June 13, 2019. Past performance [...]
Howard Marks memo to Oaktree clients for the month of June 2019, titled, "This Time It's Different." Q1 hedge fund letters, conference, scoops etc Memo to: Oaktree Clients From: Howard Marks Re: This Time It’s Different I first came across the title of this memo in an article titled “Why This Market Cycle Isn’t [...]
Global Return Asset Management commentary for the month ended May 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear Friends and Partners, In May, our portfolio declined 2.1%, net.1 We ended the month with 31% of assets in cash and had a net market exposure of 41%. Year-to-date, our portfolio has gained [...]
This post was created on 3/30/2019 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 [...]
Black Bear Value Fund performance update for the month ended May 31, 2019. Q1 hedge fund letters, conference, scoops etc Dear Partners and Friends, The Fund returned -5.7%, net, in May. QTD +0.5%, net. YTD +0.2%, net. The S&P 500 returned -6.4% in May. QTD -2.3%. YTD +10.7%. The HFRI index returned -1.7% in May. QTD [...]
Global Allocation Fund commentary for the month ended May 31, 2019. Q1 hedge fund letters, conference, scoops etc This year has turned out as one of the hardest that I remember, although 2018 was no formality either. Basically, last year we ended up being right in our diagnosis, although our management was [...]
ValueWalk's Raul Panganiban interviews Steve Nadel, partner in Seward & Kissel's Investment Management Group. In this part Steve talks about the key findings of his new hedge fund study and regulatory hurdles. See Part 2 here. See Part 3 here. See Part 4 here. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Raul: [...]
Notes of Peter Feld, the Managing Member and Portfolio Manager of Starboard Value, from the The Deal's Corporate Governance Conference 2019. mohamed_hassan / Pixabay Peter Feld is a Managing Member, Portfolio Manager and the Head of Research of Starboard Value LP. Prior to founding Starboard in 2011, Mr. Feld was a [...]
ValueWalk's Raul Panganiban interviews Cornelius Bond, author of "T. Rowe Price The Man, The Company, and the Investment Philosophy." In this part Cornelius discusses how T. Rowe Price came about into the investing field, how he managed to survive World War 2, and how did Price develop insights to [...]
