Odey Falls -2.5% In Q2, Bets On Economic Recovery
The LF Brook Absolute Return Fund lost -2.52% in the second quarter of 2021, compared to a positive performance of 7.59% for its benchmark, the MSCI Daily TR Net... Read More
DG Value Adds 36.4% YTD As Distressed Stocks Surge
Dov Gertzulin's DG Capital is having a strong year. According to a copy of the hedge fund's letter to investors of its DG Value Partners Class C strategy, the... Read More
Carlson Capital’s Double Black Diamond Strategy Gains 5.3% On Jewelry Play
Carlson Capital's Double Black Diamond fund added 3.09% net of fees in the second quarter of 2021. Following this performance, the fund delivered a profit of 5.3% net of... Read More
Alkeon: Big Tech Is Only Just Getting Started
The ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences... Read More
Marathon Partners: There Is A “Compelling Opportunity” In US Cannabis
Marathon Partners Equity Management, the equity long/short hedge fund founded in 1997, added 8.03% in the second quarter of 2021. Q2 2021 hedge fund letters, conferences and more According to a... Read More
Greenlight Capital Full Q2 2021 Letter: Einhorn Thinks Inflation Is Here To Stay
David Einhorn's Greenlight Capital returned -2.9% in the second quarter of 2021 compared to 8.5% for the S&P 500. According to a copy of the fund's letter, which ValueWalk... Read More
Bedford Park Opportunities Fund Q2 Letter: Long Converge Technology Solutions
The Bedford Park Opportunities Fund returned 13.5% net of all fees and expenses in the second quarter of 2021, bringing its year-to-date return to 27.6%. Q2 2021 hedge fund letters,... Read More
Corsair Capital Profits From Goldman Sachs’ SPACs [Exclusive]
Corsair Capital, the event-driven long-short equity hedge fund, gained 6.6% net during the second quarter, bringing its year-to-date performance to 17.5%. Q2 2021 hedge fund letters, conferences and more According to... Read More
How Warren Buffett Turned Three Deep Value Stocks Into A $700 Billion Conglomerate
It took decades for Warren Buffett to build Berkshire Hathaway into the conglomerate it is today. Along the way, the Oracle of Omaha and his business partners have acquired... Read More
Hedge Fund Inflows Surge As Sector Achieves Best H1 Performance Since 2009
Hedge funds recorded one of their best years of performances in recent history last year. Q2 2021 hedge fund letters, conferences and more The strong run of performance has continued in... Read More
How Charlie Munger’s Investment Partnership Became 1.5% Of Berkshire Hathaway
Today, Charlie Munger is best-known as being the billionaire partner of Warren Buffett and one of the top managers at Berkshire Hathaway. Q2 2021 hedge fund letters, conferences and more However,... Read More
Odey Adds 14.8% YTD, Sees Plenty Of Value In Europe
In March, Odey Asset Management rebranded most of its investment funds under its newly created Brook Asset Management subsidiary. The firm announced the rebrand in November. Odey AM revealed that... Read More
How Warren Buffett Has Used Borrowed Money To Increase Investment Returns
Warren Buffett likes to say he has never borrowed, nor ever will borrow, a lot of money. Q2 2021 hedge fund letters, conferences and more For example, in 1991, Buffett was... Read More
Why Did Buffett Devote 75% Of His Portfolio To GEICO?
It is said that every investor can trace the majority of the gains they achieve throughout their life to just a few key investments. Warren Buffett may be best... Read More
Chilton Adds 20.8%, Sees Value In Diversified REITs
According to a copy of the firm's monthly investor update, Chilton Capital Management's REIT composite returned 4.3% in June, which ValueWalk has been able to review. Q1 2021 hedge fund... Read More
Electron Global Fund Adds 5% In Q2, Buys Owns Ford As EV Play
The Electron Global Fund, returned 5% in the second quarter of 2021, bringing its year-to-date return to 10.3%. According to a copy of the firm's second-quarter letter to investors, which... Read More
Warren Buffett, Diversified Retailing And Capital Allocation
In 1966, Warren Buffett, Charlie Munger, and their partner, Sandy Gottesman, formed a holding company, Diversified Retailing Company, Inc., to "acquire diversified businesses, especially in the retail field." According to... Read More
Lessons From Charlie Munger’s Partnership
Charlie Munger, Warren Buffett’s right-hand man today, is an accomplished investor in his own right. Just like Buffett, Munger had his own investment partnership (he was convinced to go... Read More
Warren Buffett’s Greatest Lesson Of The Past Year
I think it's fair to say that every single investor and business owner has learned a lot over the past 12 to 24 months. The coronavirus pandemic has completely... Read More
Charlie Munger: “Communists Did The Right Thing” With Jack Ma
Towards the end of October 2020, Ant Group was ready to launch the world's biggest initial public offering. The enterprise, which had grown out of Jack Ma's Alibaba entity,... Read More
Statar Capital Falls -6.41% Despite Rising Natural Gas Demand
Statar Capital returned 1.68% in May net of fees, bringing its year-to-date net return to -6.41%. Q1 2021 hedge fund letters, conferences and more According to a copy of the firm's... Read More
Seth Klarman On Cash Return: Time To Sell?
Betting that the markets never revert to historical norms, that we are in a new era of higher securities prices and lower returns, involves the risk of significant capital... Read More
