John Rogers Ariel Investments Letter
Dear Fellow Shareholder: This was a disappointing quarter for Ariel Discovery Fund, as our return of +2.47% lagged the +7.59% return of the Russell 2000... Read More
Starvine Capital investment commentary for the half year ended December 31, 2018.
Q4 hedge fund letters, conference, scoops etc
2018 in two words: (almost) indiscriminate and anticlimactic.
A sell-off is... Read More
CEO & Chief Equities Strategist of Belus Capital Advisors Brian Sozzi rates J.C. Penney Company, Inc. (NYSE:JCP) as a Sell as he analyzes the turnaround of the company.
J.C. Penney's turnaround... Read More
A dignified approach to activist investing is, what Alex Roepers calls, “constructive shareholder activist.”
Gentle giant among aggressive, public strategy
Roepers is founder and chief investment officer for the $2.3 billion... Read More
The ECB’s new Targeted Long Term Refinancing Operations (TLTROs) unveiled this month should help ease credit conditions for banks by enhancing their attractiveness and reducing the stigma attached to... Read More
We’d all like our investments to make a positive contribution to environmental, social and governance (ESG) issues. But, as predicted by economic theory, ESG funds have suffered a performance... Read More