Michelle Jones – Page 2 – ValueWalk Premium

These are Wallace Weitz’s favorite funds

Wallace Weitz of Weitz Funds has invested millions of dollars in charity work through his Weitz Family Foundation over the years. A look at the foundation's 990-PF filing reveals some of his favorite funds. The most recent filing that's available is for the fiscal year that ended in August...

These are David Tepper’s three favorite hedge fund

David Tepper of Appaloosa Management donates millions dollars through his charitable foundation every year. One way to see which hedge funds he likes the most is to look at the foundation's annual documents to see where he invests its money. Q2 2020 hedge fund letters, conferences and more According to the...

These were Bill Ackman’s favorite hedge funds

Many of the best-known hedge fund managers in the U.S. also dabble in philanthropy through their own foundations. Bill Ackman is one of them through his Pershing Square Foundation, and we can get an idea for some of his hedge funds by looking at where his foundation invests its...

Short Thesis For Remark Holdings, A Dave Portnoy Pump

ValueWalk held its latest virtual contrarian investor conference today, and Dan David of Wolfpack Research was one of the presenters. He explained why he sees Remark Holdings as a good short. Q2 2020 hedge fund letters, conferences and more Remark's stake in Sharecare, ownership of KanKan He said one of the most...

Short Thesis: Why Trupanion Could Plunge 85 Percent

ValueWalk and its partners hosted its latest contrarian virtual conference today, and one of the presenters was Bradley Safalow of PAA Research. He pitched pet insurance company Trupanion as a short position. Q2 2020 hedge fund letters, conferences and more In fact, he said it's one of his favorite short ideas...

Voss Capital is betting on a housing market boom

The Voss Value Fund was up 4.09% net for the second quarter, while the Voss Value Offshore Fund was up 3.93%. The Russell 2000 returned 25.42%, the Russell 2000 Value returned 18.24%, and the S&P 500 gained 20.54%. In July, the funds did much better with a return of 15.25%...

Andrew Feldstein departs from BlueMountain [Letter]

Andrew Feldstein of BlueMountain has decided to leave the fund. He has integrated BlueMountain into Assured Investment Management in preparation for the next phase of his life. Q2 2020 hedge fund letters, conferences and more In an email sent to investors and obtained by ValueWalk, (more…)

A Solid Month For Most Hedge Funds

June was another good month for hedge funds, although not as good as May. The Eurekahedge Hedge Fund Index gained 1.38% in June as the global equity market drove gains among hedge funds. However, hedge funds underperformed the MSCI ACWI IMI, which was up 2.7% for June. The tech-heavy...

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