After generating paltry returns near 1% in 2013, the Brevan Howard Multi-Strategy fund has given back all of the gains in the first two months of 2014, down just... Read More

Every so often the internet throws up an undiscovered gem from the world of value investing. The latest offering is a selection of articles written by Benjamin Graham in... Read More

“The deflationary period we’ve been in has come to an end.” - Louis-Vincent Gave, Founding Partner & CEO, Gavekal Research Last March, I shared with you GaveKal Research’s “Four Quadrants... Read More

Muddy Waters with a new report on the AMT Global Tower deal, below is the full report (its a shorter one). AMT’s $4.8 billion acquisition of Global Tower Partners is... Read More

Image source: Pixabay ShareTweetPostFlip Image source: Pixabay ShareTweetPostFlip Image source: Pixabay ShareTweetPostFlip Lots of data now for all funds for year ended 2016, but we take a look specifically at long only hedge funds. Also see 2016... Read More

Vermont Senator Bernie Sanders wants to tax billionaires out of existence, or at least make them an endangered species. His proposed wealth tax of up to 8 percent per... Read More

JDP Capital Management's annual letter to investors for the year ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear JDP Partner, Two thousand and nineteen was a strong... Read More

If you do the work, there are still undervalued, attractive looking value opportunities to be found within Europe and one of the sectors that has become fashionable during recent... Read More

High-yield collapse ahead? Donald Trump’s inflationary rhetoric may have sent yields surging in the United States, but credit is still broadly expensive throughout the entire world especially in the risky... Read More

Immediately following the passage of the “Tax Cuts and Jobs Act of 2017” (TCJA), companies such as AT&T, currently seeking Trump administration approval for a Time Warner merger, was... Read More