Brevan Howard, Europe's largest hedge fund with $40 billion under management, slid in the red zone in all of its major hedge fund strategies in last month. Brevan Howard posted the largest decline in the EM focused fund, Brevan Howard Emerging Markets Strategies Master Fund, which was down 6.5 percent in the month.
Christian Olesen's Olesen Value Fund gained 12.7% net of fees and expenses in 2017, beating its 2016 performance by 220 basis points. Unfortunately, despite this double-digit return, the fund... Read More
We received some speaker presentations from Jim Grant's recent conference on October 21st 2014. VW will be providing more coverage of what happened at the conference (stay tuned) - for... Read More
High yield Corporate Credit a good buy for next year? One bank thinks so With the US Ten Year Treasury note touching 4.466%, bumping up against weekly high yield, low... Read More
When Voxeljet AG (ADR) (NYSE:VJET) released its first quarterly report last week, investors were initially impressed that the small 3D printer manufacturers had managed to post EPS profits, even small... Read More
Almost every global macro fund has exposure in Japan and the most bullish ones have taken the largest losses so far. We have mentioned the underperformance of Argonaut Capital... Read More
Mohnish Pabrai new video (with the stash) said that he is aware of the intrinsic value of all investments made. 30 Dec 2014, 1:34PM IST Pabrai video embedded below Also see Mohnish Pabrai,... Read More
Gas production in Europe has expanded as Russia has emerged as the custodian of one of the largest gas reserves in the world. However, it is revealed that a... Read More
Google vs. Amazon: A Valuation Faceoff Bradford Cornell California Institute of Technology Pasadena, Ca 91125 626 564-2001 [email protected] [drizzle]Shaun Cornell Cornell & Bales Asset Management Kendrick Bales Cornell & Bales Asset Management Google vs. Amazon: A Valuation Faceoff Google (now... Read More
Over the last five years, markets have pushed concerns about debt under the rug. While economic growth and record-low interest rates have made it easy to service existing government debt,... Read More
Ratings agency Standard & Poor's downgraded Puerto Rico’s debt to BB+ from BBB- citing liquidity concerns that could force the commonwealth to resort to heavy expenditure cuts or raise... Read More
