Historically, the Chinese market has been relatively isolated from international investors, but much is changing there now, making China virtually impossible for the diversified investor to ignore.
Earlier this year,... Read More
The ExodusPoint Partners International Fund returned 0.36% for May, bringing its year-to-date return to 3.31% in a year that's been particularly challenging for most hedge funds, pushing many into... Read More
Between the soaring inflation, the Federal Reserve's tightening and geopolitical tensions like the war in Ukraine, the markets have taken a severe beating this year. This environment is the... Read More
At the 2022 Sohn Investment Conference last week, hedge fund managers from some well-known hedge funds presented their best ideas. Mala Gaonkar, formerly of Loan Pine, presented her thesis... Read More
It's virtually impossible to read an article on investing that doesn't mention inflation. Investors would do well to look for companies that will benefit from an inflationary environment, and... Read More
Whenever hedge fund managers present ideas at investment conferences, they usually offer stocks. However, at the 2022 Sohn Investment Conference, David Einhorn of Greenlight Capital laid out a compelling... Read More