Legendary value investor, Jean-Marie Eveillard has stepped down from active portfolio management at First Eagle Funds but he hasn’t withdrawn from critiquing central bankers and Wall Street. In our recent, exclusive interview he talked about some of the biggest changes in the economic and financial landscape and some things that never change. He begins with the Federal Reserve’s unprecedented monetary policies.
Howard Marks is one of the smartest, wealthiest investors in the world. Q4 hedge fund letters, conference, scoops etc As founder of Oaktree Capital, Marks manages around $120 billion. And his... Read More
A U.S. Federal Reserve rate hike this September is priced into the market, says research from Bank of America Merrill Lynch, but is a rising stock market setting up... Read More
As we discussed a year ago in our original report on Globalstar, the stock market has a sad history of gullibly buying into grandiose narratives about spectrum value. In... Read More
Just because CalPERS is moving away from alternative investments doesn’t mean the rest of the pension fund industry will follow suit. When consultants at Meketa Investment Group recommended that... Read More
The EU’s executive said on Thursday that the euro zone is headed back into another recession in just about three years. The executive said that euro zone was and... Read More
Here’s a great passage from Poor Charlie’s Almanac in which Charlie Munger provides some sage advice on how one can become a better investor saying: Q1 hedge fund letters, conference,... Read More
During the first six months of 2016, it looked as if oil prices were back on their way to $80 or even $100 a barrel as demand surged and... Read More
The annual London Value Investor Conference took place on 20th May 2015 with speakers including Neil Woodford, Jonathan Ruffer, Charles Brandes, Dato’ Cheah Cheng Hye and Hassan Elmasry. Visit... Read More
Société Générale publishes a monthly update on the performance of several value orientated fundamental trading strategies across both developed and emerging markets. For deep value investors, one of the... Read More
When Your Thesis Changes: The Case of Caverion Oyj (HEL:CAV1V) - Christian Ryther of Curreen Capital Read More
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