BlackRock CEO Laurence Fink spoke at Morningstar's recent conference, and he talked about a variety of things, like his concerns about company culture at a time when all the firm's employees are working at home. Despite those concerns, he doesn't think BlackRock will ever be 100% working in the...
The debate over active versus passive management continues as trends show the ongoing shift from active into passive funds. Q2 2020 hedge fund letters, conferences and more At the Morningstar Investment Conference, Michael Mauboussin of Counterpoint Global argued that the rise of index funds has made it more difficult to be...
The Canyon Distressed Opportunity Fund III has been finding more and more opportunities to invest amid the coronavirus pandemic. In their recent letter to investors, which was reviewed by ValueWalk, the Canyon team noted that one of the main features of COVID-19 has been the way it has affected...
SohnX San Francisco is coming up in about a month, and the event has an all-star lineup of investors ready to speak (stay tuned for our coverage). They are Josh Friedman of Canyon Partners, Glen Kacher of Light Street Capital, Howard Marks of Oaktree Capital Management, Jeff Osher of...
Hedge fund managers and famous investors have donated millions of dollars to charity over the years, and many of them do this through their own foundations. As experienced investors, many of them invest their foundations' money in hedge funds, private equity funds and venture capital funds so they can...
Amazon founder Jeff Bezos donates money to charity through his foundation, and one way the foundation makes money to donate is through investments. We can get an idea for Bezos' favorite funds by looking at where the Bezos Family Foundation invests its money, which includes a handful of funds...
Ray Dalio of Bridgewater Associates donates millions of dollars to charity through his foundation. He's somewhat secretive about where he invests his foundation's money, but there are a few funds named on the 990-PF filing from 2018 (stay tuned for 2019 data soon) Q2 2020 hedge fund letters, conferences and...
Jonathan Jacobson of Highfields Capital invests quite a bit of money through his foundation, the One8 Foundation. We can get an idea for his favorite hedge funds by looking at the foundation's 990-PF filing. The 990 for 2019 isn't available yet (stay tuned for that), but the 2018 filing...
Carlson Capital's Black Diamond funds were just barely in the green for August with returns ranging from 0.03% up to 1.35% for the month, according to the firm's August tear sheet, which was reviewed by ValueWalk. Q2 2020 hedge fund letters, conferences and more August returns Double Black Diamond L.P. was up...
Michael Dell, the billionaire businessman and philanthropist who founded Dell Technologies, has donated millions of dollars to charity through his foundation. We can get an idea of his favorite hedge funds by reviewing the Michael and Susan Dell Foundation's 990-PF filing. The 2019 filing isn't available yet, but 2018...
Like many hedge fund managers, Harlan Korenvaes of HBK Capital Management donates quite a bit of money to charity every year through his own foundation. We can get an idea of his favorite hedge funds by looking at where the Harlan and Amy Korenvaes Family Foundation invests its money....
Marvin Davidson and Thomas Kempner, Jr. of Davidson Kempner have both donated millions of dollars to charity through their respective foundations. They invested their foundations' money into hedge funds and other assets. Q2 2020 hedge fund letters, conferences and more The 990-PF filings for the Marvin H. Davidson Foundation and the...
Like many major asset managers, Goldman Sachs donates millions of dollars to charity, and it uses its own foundation to do so. The Goldman Sachs Foundation invests in quite a few hedge funds and private equity funds, so a review of its annual 990-PF filing reveals which funds Goldman...
Partners Group's Private Equity Master Fund completed three new direct investments in July. The size of the fund reached $6 billion during July, and its five biggest private investments were direct investments in CPA Global, GlobalLogic, Civica, Zabka Polska SA and Idera. Investment in Jio Platforms In the fund's July update,...
Clint Carlson of Carlson Capital donates millions of dollars to charity through his foundation, and one way to get an idea of his favorite hedge funds is to look at his foundation's annual return. The Carlson Foundation's 990-PF for 2019 isn't available yet (stay tuned for that), but we...
Phillipe Laffont of Tiger cut Coatue Management donates millions of dollars to charity through his Coatue Foundation, and he does so by investing in hedge funds. The foundation's 990-PF for 2019 isn't available yet (stay tuned for that one in the coming months), but we can see Laffont's favorite...
John Griffin of Blue Ridge Capital donates millions of dollars to charity through his foundation. We can see his favorite hedge funds by looking at where he invests his foundation's money. The 990-PF filing for 2019 isn't available yet, but the 2018 filing is. Q2 2020 hedge fund letters, conferences...
The Eighth Annual Sohn Hong Kong Virtual Investment Leaders Conference is scheduled for Sept. 9, and one of the speakers set to make a presentation is Seth Fischer of Oasis Capital Management. Fischer and his firm are running activist campaigns with many Asian companies right now. Q2 2020 hedge fund...
Dan Loeb's Third Point posted gains mostly from its equity book in August, although credit also added about 100 basis points to the return. Q2 2020 hedge fund letters, conferences and more Taking profits from activist campaigns On his call with investors about the fund's August returns, a transcript of which was...
Centerbridge Partners founder Jeffrey Aronson donates millions of dollars to charity through his foundation, and looking at his foundation's annual filing reveals his favorite hedge funds. The 990-PF for 2019 isn't available yet (stay tuned for that!), but the 2018 filing for the Jeffrey H. and Shari L. Aronson...
Adage Capital's Robert Atchinson and Phillip Gross invest millions of dollars in nonprofit organizations through their own foundations every year. By looking at their foundations, we can get a good idea of what their favorite hedge funds are—besides their own, of course. Q2 2020 hedge fund letters, conferences and more The...
Garrett Thornburg of Thornburg Investment Management has donated millions of dollars to charitable causes through his Thornburg Foundation over the years. We can get an idea of his favorite hedge funds by looking at the foundation's 990-PF filing. Although the 2019 filing isn't out yet, we have reviewed his...
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