Michelle Jones – Page 2 – ValueWalk Premium

How tail risk funds work

Tail risk funds have gotten a lot of attention since the sudden selloff that struck the markets in March, so many wonder how they work. Several tail risk funds reported returns in excess of 1,000%, causing questions about how such a return is even possible. It has to do...

Grizzly Research short idea presented at Valuewalk Conference is down 25%

ValueWalk is holding its second Contrarian Investors Virtual Conference, and Grizzly Research Founder Siegfried Eggert is pitching Hebron Technology as a short. He believes Hebron is an "insider enrichment scheme without economic basis." Problems with Hebron Technology In his presentation, Eggert noted that Hebron Technology's stock has skyrocketed following recent private...

When A 4000% Hedge Fund Return Is A Mirage

Editor’s note: This article is part of a series ValueWalk is doing on tail risk hedge funds. The series is based on several weeks of research and discussions with over a dozen experts in the field. All the content will be first available to our premium subscribers and some...

Hedge fund investors run for the door

Hedge fund redemptions soared to $85.6 billion in March amid the coronavirus-driven selloff, according to the Barclay Fund Flow Indicator. In February, redemptions totaled just $8.1 billion. Eurekahedge put investor redemptions at $81 billion for March, compared to preliminary data showing $3 billion in net inflows for April. Q1 2020...

Cliff Sosin isn’t giving up on retail during the pandemic

Sosin Partners was down 44.3% net for the first quarter, compared to the SPY exchange-traded fund's 19.5% decline including dividends. In his first-quarter letter to investors, which was reviewed by ValueWalk, Clifford Sosin said the fund ended the first quarter with seven stock positions "of any significance on the...

Deer Park Road wins with legacy non-agency RMBS

Deer Park Road's STS Master Fund was up 4.92% for February, compared to the S&P 500 Total Return's decline of 8.23% and the Credit Suisse Hedge Fund Index's 1.99% decline. For the first two months of the year, Deer Park Road was up 7.07%. Q1 2020 hedge fund letters, conferences...

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