The first London Value Investor Conference was held in April 2012 and it has since grown to become the largest gathering of Value Investors in Europe, bringing together some... Read More
When portfolio managers get started in the business, their investing style often changes over the years. However, when Will Nasgovitz bought his first stock when he was 12, he... Read More
Lee Ainslie's Maverick Capital had its second-worst quarter ever during the first three months of the year, losing 22.9%, compared to the S&P 500's -4.6% return and the MS... Read More
Clifford Sosin’s CAS Investment Partners struggled during the first quarter of 2022. According to a copy of the partnership's first-quarter investor update, which ValueWalk has been able to review, the... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
The BTG Pactual Rates Fund returned -0.17% for the first quarter, following returns of 0.14%, 0.19%, and -0.5% for January, February and March, respectively. A Challenging Period For Rates In their... Read More
Q1 2022 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
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Lee Ainslie's Maverick Capital reported an "underwhelming" fourth quarter compared to the soaring stock markets, but the fund also enjoyed "a strong year." Ainslie noted that the S&P 500... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
In his 2021 year-end letter, Baupost's Seth Klarman looked at the year in review and how COVID-19 swept through every part of our lives. He blamed much of the... Read More
Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk... Read More
When investors are looking for a hedge fund to invest their money with, they usually look at returns. Of course, the larger the positive return, the better, but what... Read More
Q4 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
Many hedge fund managers have established their own foundations to distribute their millions. We can learn a lot about which hedge funds these managers trust by looking at where... Read More
Canyon Partners is in the final stages of liquidating its Distressed Opportunity Fund II. Over the last few months, the firm has been selling the fund's assets opportunistically. The... Read More
Many well-known hedge fund managers are also philanthropists, and many of them have their own foundations. Seth Klarman of Baupost is one of those with his own foundation, and... Read More
There has been much debate over whether value investing is dead, but it seems that this year has shown that value investing is still very much alive. In late... Read More
Lee Ainslie is well-known on Wall Street, first from his time with Julian Robertson's Tiger Management and now at his own firm, Maverick Capital. Ainslie is bullish on the... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Rich Pzena of Pzena Investment Management is doing what he loves to do. In fact, he has always had an interest in investing, just like his father. In an... Read More
