Great individual wealth has been built through investment concentration, a JPMorgan report notes. But, as 2015 and 2016 has proven with concentrated portfolios from the likes of William Ackman's... Read More

Reputation Risk Drives Credit Suisse Strategy by John Heilprin, swissinfo.ch Switzerland’s second-biggest bank is getting back to what it has done best in a bid to restore investor confidence by... Read More

There is a movement among certain pension fund managers to question their investments, a Hedge Funds and Private Equity panel discussion in Washington DC Tuesday hammered out. As “short-termism”... Read More

Scout Global Equity Fund Interview by Holmes Osborne, CFA Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop,... Read More

Brexit Roadblocks, Potential Blowback For UK, From Financial Theorist Pete Kyle by University Of Maryland SMITH BRAIN TRUST — The debate over whether Great Britain should exit the E.U. —... Read More

Russell Clark's investment grade bonds short thesis After a rough start to the year, Russell Clark's Horseman Global has put in a strong performance during the second half of the... Read More

French industrial output dropped in May amid widening current account deficit, according to Insee, the national statistics agency. The euro zone’s second-largest economy has seen its industrial production dropping 0.4... Read More

Job listing site operator Glassdoor Inc. disclosed that it has raised $70 million at a valuation of close to $1 billion as it continues to plan for an initial... Read More

Technically Teton Capital Partners is down -5% year to date as of June, according to  investor letters reviewed by ValueWalk. This is a relative oddity for the billion dollar ... Read More

The Struggle For Brazil - And Against The BRICS by Dan Steinbock, Difference Group While international media focuses on Brazil’s mass demonstrations against corruption, efforts behind the façade precipitate regime... Read More