Simply click the menu below to perform sorting functions. We just started this page for Q1 2020 and update almost always daily and sometimes several times a day so please keep checking back. As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of...
Most hedge funds issue quarterly commentary to their investors However, recent times have brought unprecedented volatility and many funds are frantically trying to assure investors that they are doing okay (and if possible taking advantage of these markets). There are a lot of bargains for long term investors who...
Mohnish Pabrai likes GrafTech International Ltd (NYSE:EAF), and he’s not the only one. Various firms have been writing about the company off and on over the last few years, so it’s one stock many investors are considering. There are plenty of good things in the company’s financials right now,...
We have listened to reader advice and now have the ability to sort quarterly hedge fund letters by date and by letter, so you know when this was last updated and can see the updates right away. Do you like this feature? Do you have any suggestions? We love...
I saw this bombastic post the other day – my first instinct was that it was false – it just seems odd and too sensational to be factually correct. However, I did confirm earlier this week Bridgewater is, in fact, down over 21% (in 18% vol fund, and all its...
Dan Loeb's Third Point has been getting more and more involved in activism, and it paid off in 2019. During the firm's annual meeting, which was hosted online and reviewed by Valuewalk, management highlighted activism as one of their areas of focus last year. They said their activist portfolio was...
At least one hedge fund is taking advantage of the current market volatility to increase its exposure to equities. Long/short equity hedge fund Maverick Capital, which was founded by Tiger Cub Lee Ainslie, is using market declines to "upgrade the quality of the portfolio," by adding to companies that were...
Tiger Global's Onshore fund was up 9.8% gross and 7.8% net for the fourth quarter, bringing its full-year 2019 return to 41.3% gross and 32.7% net. The Offshore fund was up 9.5% gross and 9% net for the fourth quarter, making its two-quarter return 2.5% gross and 2% net...
There's no denying that Warren Buffett is one of the greats in the world of value investing, but achieving only a fraction of his success can seem like a mountain that's impossible to climb. However, studying some of his decades-old holdings can offer some helpful lessons for those who...
As growth stocks continue their staggering run, we are hearing more and more comparisons between the current investing environment and the 2000 tech bubble. Lee Ainslie of Maverick Capital argued in his 2019 letter to investors that the current situation strong resembles early 1999 rather than late 1999, an...
Lee Ainslie's Maverick USA fund, ended 2019 with a gain of 19.8% for investors according to a copy of the firm's 2019 performance tear sheet and letter, which ValueWalk has been able to review. The Maverick Levered and Long Enhanced Strategies returned 33.2% and 45.6%, respectively. The S&P 500 added...
Today's investors have to walk a tightrope over an uncertain market environment, Seth Klarman opines in his year-end 2019 letter to investors. Q4 2019 hedge fund letters, conferences and more In the face of lax central banks, extended valuations, and political uncertainty, investors have to choose their actions carefully. See Klarman’s thoughts...
Hedge funds couldn't catch a break in 2019. While the industry posted some of the best returns since the financial crisis last year, most funds still lagged the market. According to data group HFR, hedge funds recorded an average return of 10.4% last year. That's well behind the S&P 500's...
Another year is in the books, and 2020 is off and running. Baupost's Seth Klarman weighed in on what has been going on in the economy and the markets in his fourth-quarter letter to investors, which was reviewed by ValueWalk. Also see Klarman’s thoughts from the letter on Liquidity Positioning,...
Lone Pine Capital had a disappointing third quarter, which management blamed on a factor-driven market rotation. Lone Cypress was down 2.4% gross and 2.1% net, while Lone Cascade was down 3.4% gross and 2.6% net. On a year-to-date basis, the two funds are doing much better, however. Lone Cypress...
The Robin Hood Investors Conference wrapped up on Tuesday after presentations from Paul Tudor Jones, Steve Cohen, Bill Ackman, Whitney Tilson and many more speakers from across the hedge fund industry. Bloomberg Terminal compiled a round-up of all the presentations at Robin Hood, and we've got all the details...
Investment thesis This company has delivered a stellar performance since the beginning of this year, both financially and from a stock price appreciation perspective. The success of the company can be directly attributed to the many initiatives taken by the company management to establish the company as the leading player...
We've reviewed hundreds of hedge fund letters over the last few months, but what we haven't done is given you all the tickers mentioned in all the letters in a single place—until now. We went through the letters we've received since late July and collected all the tickers that...
There are two periods in history that might help as a guide to navigating current markets, according to legendary investor and trader Paul Tudor Jones. Q2 hedge fund letters, conference, scoops etc In a letter to investors of the Tudor Investment Company (more…)
Many hedge funds have released their second-quarter letters to investors, so we've gathered some of the most interesting ideas from those letters. We went through dozens and maybe even hundreds of Q2 letters to sift for the most interesting ideas- - please let us know if you like the...
Bank stocks are looking a bit rough after bond yields declined even more on Monday. However, Lee Ainslie's Maverick Capital sees opportunity in one particular country's banking industry: India. In his second-quarter letter to investors, Ainslie presented commentary from Andrew Warford on their positions in a pair of Indian...
Mohnish Pabrai's flagship hedge fund is up 3.8% net for the year to the end of June, compared to a return of 18.5% for the S&P 500 and 15.4% for the Dow Jones Industrial Average. For the financial year to the end of June, Pabrai's Investment Funds' flagship fund, PIF2,...
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