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 [...]

Read more...

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 [...]

Read more...

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 [...]

Read more...

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 [...]

Read more...
Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required

Opt out of occasional 3rd party offers


Congrats! Are you a smart person? We have a limited time offer for sophisticated and loyal readers like yourself.

Sign up today and get three months free

Use coupon code VIP19 or click on the button below

Limited time offer only expires 8/31/2019 or next 30 13 subscribers whichever comes first – please do not share this discount with others

 

0