Global Return Asset Management year-to-date results and activity summary for the month of November 2015.
Year-to-date and net of fees and expenses, GLOBAL RETURN has more than doubled the S&P 500 by generating a 2.34% return. The S&P 500 has returned 1.04% year-to-date. More impressively, at the end of November, we had nearly 28% of assets in Cash.
Donald Yacktman said in his fourth quarter letter that although his fund did not require market declines to put cash to work, “it is generally more difficult to find... Read More
Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B), synonymous with legendary investor Warren Buffet, on Wednesday said that it bought back 9,200 Class A shares at a price of $131,000 a share... Read More
Macau: Over The Top For Low-Rollers by Patricia Huang, Matthews Asia We just can’t help but glean insights for our readers, even while on vacation. Earlier this year while on... Read More
BYD, one of China's largest battery makers, has delivered its blade batteries to Tesla's factory in Berlin, and the German-made Model Y will be the first Tesla model to... Read More
“The only outcomes are an orderly restructure or unorderly restructure [of the debts].” – William White, Former Chief Economist of the Bank for International Settlements Q1 hedge fund letters, conference,... Read More
Pfizer Inc. (PFE)'s Tax Dodging Rx: Stash Profits Offshore by Americans For Tax Fairness Author: Frank Clemente, Executive Director, Americans for Tax Fairness Research and Graphics: Nick Trokel, Researcher, Americans for... Read More
Deutsche Bank analysts Bill Schmitz Jr, Faiza Alwy and Nicholas Cavallo rate Nu Skin Enterprises, Inc. (NYSE:NUS) as a Buy as Nu Skin's stock slides but balance sheet remains attractive. Nu... Read More
Denali Investors updated presentation on the John Malone (Liberty) entities Also see Denali Investors: Special Situations – John Malone Case Study and How John Malone Creates Value Through Joint Ventures, with Kevin Byun... Read More
BoA: ECB Unleashes Quantitative Easing For The World! The effects of the ECB’s corporate bond buying spree could potentially be much greater than initially anticipated and could be equivalent of... Read More
In 2004 Louis Lowenstein wrote a paper titled – Searching for Rational Investors in a Perfect Storm in which Lowenstein attempted to measure the performance of 10 value managers through... Read More
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