At the end of last month, Timbers Resorts, a developer and operator of global luxury boutique properties opened Timbers Kiawah, a $75 million development on Kiawah Island in South [...]
Martin J Whitman launched the Third Avenue Value fund in November 1990. By the end of October 2007, the fund had returned16.83% annualized compared to a return of 12.33% [...]
Investing is hard. Some of the world's largest hedge funds received a shock back in mid-November when is emerged that utility provider Pacific Gas & Electric Co. could be [...]
Martin J Whitman was a legend in the world of value investing. He initially made a name for himself in the world of distressed debt investing. Whitman used a [...]
When it comes to finding undervalued stocks, Seth Klarman says he is looking for "egregious mispricings," which means hunting out "very low risk, high return situations." Q3 hedge fund letters, [...]
After a decade of poor performance, Rolls-Royce is finally starting to look like an attractive investment again according to Luke Newman, fund manager at Janus Henderson investors. Speaking at [...]
One of the most significant issues facing Europe today is its aging population. According to a recent study from the Brookings Institute, medical technology has significantly increased the life expectancy [...]
According to the firm's letters to investors, which have been reviewed by ValueWalk, BlueMountain's Credit Alternatives Fund set out in 2018 to re-organize its investment strategy. If you’re looking for [...]
Mr. Market is Albert Bridge Capital's best friend. The firm blends a combination of behavioral and fundamental investing, according to CIO and Managing Partner Drew Dickson, looking for opportunities [...]
How would you like to own a business that is currently printing 8% per year organic sales growth with 50% gross margins zero marketing costs and a one-year waiting [...]
Thanks to the record amount of dry powder private equity companies around the world now hold, it is likely that future absolute diversified private equity portfolio returns will be [...]
LocustWood Capital, the famed equity long-short hedge fund managed by Stephen J. Errico had a "strong" third quarter according to the firm's quarterly letter to investors, a copy of [...]
Moab Capital Partners, the event-driven, value-oriented hedge fund managed by Michael M. Rothenberg lost 4.42% during October after deducting fees, outperforming the broader market. In comparison, during October the [...]
As I covered in the last part of this series, David Abrams is the best hedge fund manager you've never heard of. Having trained under Seth Klarman at Baupost [...]
At the beginning of November Société Générale, the French investment bank published the world's first single measure of hedge fund risk. Called the SG multi-asset risk indicator (MARI), this measure [...]
According to its third-quarter letter to investors, a copy of which has been reviewed by ValueWalk, Krensavage Partners is having an exceptionally strong 2018.The health-care focused hedge fund managed [...]
According to Baupost's third-quarter 13F, at the end of September, the hedge fund had around 19% of its equity portfolio invested in just one stock: 21st Century Fox (FOXA). Q3 [...]
Millennium Management, the $36 billion multi-strategy hedge fund managed by Israel Englander, is having a personnel crisis. This year there has been a stream of departures from the firm [...]
Morgan Stanley has downgraded Goldman Sachs on possible regulatory risks. In a research note published earlier today, Morgan Stanley analysts Betsy L. Graseck, CFA and Manan Gosalia, note that given [...]
Seth Klarman is undoubtedly one of the most successful and astute value investors alive today. His 1991 book, The Margin of Safety has influenced a whole generation of value [...]
When it comes to value investing, there’s one investor that has earned himself a reputation as one of the best value investors alive today. No, it’s not Warren Buffett, [...]
Rising populism and geopolitical tensions are driving a change in investor sentiment, which could lead to the end of the current market cycle. That’s according to Ray Dalio, Afsaneh [...]
