Partners Group Private Equity: Looking For “Transformative Trends” And ” Valuation Resilience”

Partners Group Private Equity (Master Fund) experienced a busy third quarter, according to the firm's third-quarter investor report, a copy of which has been reviewed by ValueWalk. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay According to the report, the fund completed 17 direct investments, two primary commitments, and...

Keith Ashworth-Lord – Putting Buffettology into Practice

Keith Ashworth-Lord's notes from the 2019 Value Invest New York Conference. Keith Ashworth-Lord is Chief Investment Officer of Sanford DeLand Asset Management Ltd and Fund Manager of the CFP SDL UK Buffettology Fund. Q3 2019 hedge fund letters, conferences and more Keith Ashworth-Lord - “Putting Buffettology into Practice” – A Stock...

Joel Greenblatt: The Evolution of Value Investing

Joel Greenblatt's notes from the 2019 Value Invest New York Conference. Joel Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Q3 2019 hedge fund letters, conferences and more Joel Greenblatt: "The Evolution of Value...

The Small Cap Premium: Does It Really Matter?

Conventional wisdom says that US small-cap stocks have historically outperformed large-cap stocks, but some recent studies have argued that this is not always necessarily the case. Q3 2019 hedge fund letters, conferences and more pasja1000 / Pixabay Two recent studies stand out. Alquist et al. (2018) consider the empirical findings of the...

When Is The Right Time To Sell A Stock?

When Is The Right Time To Sell A Stock? In 2016, buying a stock is an exceptionally smooth and streamlined process for most investors. You don’t need to have any experience in the field of investing, you don’t need to know a broker on Wall Street and a large...

Q3 2019 Hedge Fund Letters, Conferences: RobinHood, Sohn, Einhorn, LonePine, Canyon, Dan Loeb, GreenHaven, Maverick, Moore And Much More [Last Updated 11/30 21:04]

This post was created on 10/1/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large...

Hedge Fund Side Letters With Seward & Kissel’s Kevin Neubauer

ValueWalk's Raul Panganiban interviews Kevin Neubauer, Associate at Seward & Kissel LLP. Q3 2019 hedge fund letters, conferences and more andrewlloydgordon / Pixabay Interview with Kevin Neubauer   Transcript Hello podcast listeners today's very special episode with Kevin Neubauer. He's an associate at Seward & Kissel. He's also the lead author of the Seward &...

How Warren Buffett “Got Lucky” In The Insurance Industry

In 1967, Warren Buffett "got lucky." The young investor, who had just taken over the struggling textile concern Berkshire Hathaway after falling out with its previous management, was offered an opportunity he couldn't resist. Q3 2019 hedge fund letters, conferences and more If you’re looking for value stocks, and exclusive access...

Aswath Damodaran's Seven Value Myths

Aswath Damodaran is the Professor of Finance at the Stern School of Business at New York University and is one of the top professors in the school of value investing. Investors of all experiences can learn a lot from Damodaran’s teachings on value, valuation, and corporate finance. And if you're...

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The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

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