Hedge Fund Short-Sellers Are Coming Back

Evanston Capital's Weatherlow Fund of funds returned 3% net during the second quarter as long/ short equity funds contributed about 80% of the gains for the quarter. For comparison, the HFRI Fund of Funds Composite Index was up 1.7% for the second quarter. Year to date, Weatherlow is up [...]


Steel City Outlines A Short Thesis For This Toy Maker

Steel City Capital was up 0.6% for the second quarter, bringing its year-to-date return to 3.3% net. Portfolio manager Michael Hacke said in his Q2 letter to investors, which was reviewed by ValueWalk, that his focus has been on "delayed gratification" because many of his positions likely won't pay [...]


Traditional Hedge Fund Fee Structure Called Into Question

Since the Global Financial Crisis, hedge fund fee structures have been changing dramatically. Performance hasn't been what it was leading up to the financial crisis, so many managers have been forced to slash their fees in order to attract capital. However, hedge fund fees aren't the primary concern of [...]


Bill Nygren: Book Value No Longer Useful Valuation Metric

Every successful fund manager has developed a set of strategies which helps them identify wise investments, and Oakmark Portfolio Manager William Nygren of Harris Associates is no different. At the 2019 Ben Graham Conference, Nygren explained one key factor he uses to identify value stocks. His strategy has certainly [...]

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