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
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 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
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
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
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 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
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 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
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
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
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 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 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
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 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
Del Principe O'Brien Financial Advisors commentary for the month ended September 30 2018. Dear Fellow Investors, Whether you have been our valued client for years or you are new to the... Read More
Every summer has its story. Here's ours: up 60 percent year to day Also see more Q2 hedge fund letters, conference, scoops etc from ValueWalk StartupStockPhotos / Pixabay Left Brain Capital Appreciation... Read More
When two people believe opposite things, chances are that one of them is wrong. It pays to find out if that someone is you. That’s why I believe you must... Read More
McIntyre Partnerships performance update for the month ended August 31, 2018. [REITs] Q2 hedge fund letters, conference, scoops etc Fund Description McIntyre Partnerships is a concentrated, 130/30 fund with a goal of significant... Read More
ETFGI reports assets invested in ETFs and ETPs listed globally reached a new high of $5.23 Tn at the end of August 2018 [REITs] Q2 hedge fund letters, conference, scoops... Read More
Subscribers please see the end of the article for a link to an excel sheet full of data on GDP by country The question is a bit of a misnomer. ... Read More
