Mortgage-bond investor Deer Park Road Management's flagship STS Master Fund is having a blow-out year.
According to a copy of the firm's August month-end letter to investors, a copy of which has been reviewed by ValueWalk, for the year to the end of August, Deer Park Road's Master Fund had gained 17.3% year-to-date, outperforming the Credit Suisse Hedge Fund Index, which returned a paltry 4.9% over the same period.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger
Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway.
Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK.
Rupert covers everything value investing for ValueWalk
UK stocks have surged in the last six months, but the improvement in share prices has not always reflected company fundamentals. During such general rallies it’s enough to be... Read More
Charlie Munger, the billionaire business partner of Warren Buffett, believes that many hard problems are best solved when they are addressed backward.
Q2 hedge fund letters, conference, scoops etc
He borrowed... Read More
Left Brain Capital Appreciation Master Fund performance update for the month of December 2018.
Q3 hedge fund letters, conference, scoops etc
This first appeared on HiddenValueStocks (more…) Read More
The Financial Conduct Authority has fined Mothahir Miah, a former investment analyst at Aviva Investors, for misallocating trades to funds that delivered higher performance fees in an effort to... Read More
Why Now May Be The Time For TIPS by Matthew Tucker, CFA - BlackRock
Matt Tucker explores the recently-resurfaced inflation conversation and discusses why now may be the time to... Read More
Maverick Capital had an exceptionally strong start to 2019 as the fund added to positions "during the market's carnage at the end of last year." The firm increased its... Read More
Here is an excerpt from Sam Mcnerney on living in a post-Kahneman world followed by a little something on books mentioned in the post which include; Thinking, Fast and Slow by... Read More
So-called "fake news" and not in form of The Onion (which is obvious satire) has been around in one form or another for hundreds of years. The world's first... Read More
China growth.
If there’s one thing you can bet on, it’s that Chinese policymakers are completely unpredictable. Last night the People’s Bank of China cut the reserve ratio requirement for... Read More
John Malone: 'Cable Cowboy' Faces The Test In Rounding Up The Right Mix Of Assets via Cynthia Littleton, Variety
While he’s best known as a media mogul, John Malone holds a... Read More
