AIMA’s Hedge Fund Confidence Index Q4 2022
The AIMA Hedge Fund Confidence Index (HFCI) is a new global index that measures the level of confidence hedge funds have in the economic prospects of their business over... Read More
The Next Generation Of Hedge Fund Managers are ‘Emerging Stronger’
AIMA report, in partnership with Cowen, reveals the next generation of hedge fund managers are emerging from recent economic turmoil more resilient and efficient 30 May 2022 - The Alternative... Read More
Confidence Levels Reported By Hedge Funds Remains Resilient – AIMA
AIMA, the global representative for the alternative investment management industry, has today published the results of its Q1 2022 Hedge Fund Confidence Index (HFCI) in partnership with Simmons &... Read More
Rotation From Growth To Value Continues And Hedge Funds Largely Meet Expectations
PivotalPath has released their monthly report, the Pivotal Point Of View, which measures performance among more than 2,400 institutionally-relevant hedge funds, as well as 40+ different hedge fund strategies... Read More
Q3 2021 Hedge Fund Letters Database: Maverick, Einhorn, Loeb, Odey, ExodusPoint, Carlson, And Much More [Last Updated 01/06]
Q3 2021 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, what their... Read More
Pantheon’s U.S. Private Wealth Division Has Generated Significant Growth As The AMG
Pantheon Fund, Pantheon’s ’40 Act registered vehicle, crosses $500 million in assets under management. Since launching in 2015, the AMG Pantheon Fund has provided financial advisors and accredited investors... Read More
Q1 2021 Hedge Fund Letters Screener: Einhorn, Tiger Cubs And Much More [Last Updated 7/8]
Q1 2021 hedge fund letter database is now up. This page is updated frequently, VERY FREQUENTLY. For example in Q4 2020 we updated the database 387 times, which means... Read More
Alphyn Capital Management 1Q19 Commentary
Alphyn Capital Management commentary for the first quarter ended March 31, 2019. Q2 hedge fund letters, conference, scoops etc Introduction In 2019, I established Alphyn Capital Management, LLC as a registered investment... Read More
Vltava Fund 2Q19 Letter To Investors
Vltava Fund letter to investors for the second quarter ended JUne 30, 2019, titled, "Recessions." Q2 hedge fund letters, conference, scoops etc “Economic growth has been going on rather too long... Read More
Irhythm Technologies Inc (IRTC) Will Leave Investors Heartbroken – Kerrisdale
Kerrisdale Capital's short report on Irhythm Technologies Inc (IRTC), titled, "Growth Reversal will Leave Investors Heartbroken." Q4 hedge fund letters, conference, scoops etc DanaTentis / Pixabay We are short shares of iRhythm... Read More
Guy Gottfried – The Compelling Case For This Small Cap Stock – Ivey School 2/28/2019 (Updated with Full PDF Deck)
A presentation on TerraVest Industries Inc. (TVK), from a talk Guy Gottfried gave on value investing on February 28, to students at the Ivey School of Business at the... Read More
Graham & Doddsville Winter 2019 Issue: Interview With Glenn Hubbard And Joseph Stiglitz
Interview with Glenn Hubbard and Joseph Stiglitz from the Graham & Doddsville Winter 2019 Issue. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Glenn Hubbard was named dean of Columbia... Read More
Bronte Up 20% In 2018 As Short Bets Pay Off
Bronte Amalthea Fund commentary for the month of December 2018. Q3 hedge fund letters, conference, scoops etc US markets had their worst December since the great depression year of 1931, but... Read More
European Investors Users Keen On Hedge Funds, Fixed-Income
While most eVestment users’ top viewed products globally and regionally fell into the equity category in November, Europe ex-UK users pushed three fixed-income products and two hedge funds on... Read More
Iolite Partners 3Q18 Performance Update: Up 22.1% YTD
Iolite Partners performance update for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc The goal is to achieve sustainable, market-beating absolute returns by investing into... Read More
Pershing Square Announces Investment In Hilton Worldwide Holdings Inc.
New York, October 25, 2018 ‐ // Pershing Square Capital Management, L.P. (“PSCM”) today announced a new investment in Hilton Worldwide Holdings Inc. (“Hilton”) (NYSE:HLT). Q3 hedge fund letters, conference,... Read More
IceCap Global Outlook October 2018 – “The Devil’s Slide”Fundamentally Nothing Has Changed, But…
South of San Francisco lies a small stretch of the famous California Highway 1 notoriously known by locals as The Devil’s Slide. Q3 hedge fund letters, conference, scoops etc The stunning... Read More
Global ETFs/ETPs Hit Record $5.25 Trillion In Q3 2018
ETFGI reports assets invested in ETFs and ETPs listed globally reached a record of US$5.25 trillion at the end of September 2018 Q3 hedge fund letters, conference, scoops etc LONDON... Read More
Wedgewood Partners 3Q18 Letter: Anatomy Of A Bull Market
Wedgewood Partners letter to client for the third quarter ended September 30, 2018; titled, "Anatomy of a Bull Market." H/T Dataroma Q3 hedge fund letters, conference, scoops etc Review and Outlook Our Composite (net-of-fees)i... Read More
Black Bear Value Partners 3Q18 Commentary: Short Junk Bonds
Black Bear Value Partners commentary for the third quarter ended September 30, 2018. "Far and away the best prize that life has to offer is the chance to work hard... Read More
Mastering The Market Cycle
Economies, companies, and markets operate according to patterns or cycles. These cycles arise from naturally occurring phenomena in everyday business, and to a large extent, from the simple ups... Read More
McIntyre Partnerships September 2018 Performance Update
McIntyre Partnerships performance update for the month of September 30, 2018. Get Our Activist Investing Case Study! Get the entire 10-part series on our in-depth study on activist investing in PDF.... Read More
