Michelle Jones – ValueWalk Premium

Partners Group likes this water play

Partners Group was up 4.6% for November, bringing its fourth-quarter return to more than 3% for the first two months of the quarter. For the first 11 months of 2020, the firm was up by about 10% for each of its two classes. The fund size is $6.7 billion....

Ensemble Capital: Contrarian Long Thesis For Title Insurance

The fifth Contrarian Investor Virtual Conference is over, and investors are mulling over the stock picks that were presented. Sean Stannard-Stockton of Ensemble Capital Management was among the presenters. He offered his long thesis for First American Financial, a title insurance company. Q3 2020 hedge fund letters, conferences and more Details...

Q3 Letter: Tiger Global outlines thesis for solar play

Tiger Global's public equity funds outperformed during the third quarter with its long and private portfolios contributing more than 100% of gains. On the short side, the portfolio generated positive alpha but absolute losses. Q3 2020 hedge fund letters, conferences and more On the long side, key contributors so far this...

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