Chevron Corporation (NYSE:CVX) has had a busy week, defending its environmental record on three different fronts. Protests in Romania and the Ukraine have temporarily disrupted its operations, while Chevron has... Read More

Baupost Group, the hedge fund founded and managed by Seth Klarman, disclosed ownership of 53,331,109 shares (a 35.38% stake) in Idenix Pharmaceuticals Inc (NASDAQ:IDIX) based on its 13D filing... Read More

“We continue to think that a 1Q14 correction (in the 5%-10% range) is possible given weakening EPS forward guidance trends and some softening in the Cyclical Expectations Model, not... Read More

The Senvest train is back on the track, as the long / short hedge fund delivered 7% returns in February, coming off 79.4% returns in 2013, its fourth best... Read More

Adam Longson, Morgan Stanley’s head of energy commodity research, notes that one factor could send oil prices “into the $20s.” Longson is not alone, as Morgan Stanley, Goldman Sachs,... Read More

Alstom shares surged Thursday despite the French turbine and train maker denying a report that General Electric Company (NYSE:GE) is in talks to buy the company for about $13... Read More

Chilton Capital's REIT Composite returned 1.7% last month, bringing its year-to-date return to 29.7%. The fund underperformed its benchmark, the MSCI US REIT Index, in August, as it returned... Read More

A sustained recovery in US 10-year bond yields to 2.5% could drive a rotation of $250 billion from developed market bond funds into developed market equities according to proprietary... Read More

Dorsey Asset Management's Global Moat Composite was up 12.2% net for the second quarter, bringing its year-to-date returns to 34.8%. The fund outperformed its benchmark, the MSCI All-Country World... Read More

Arquitos Capital Management commentary for the fourth quarter ended December 31, 2018. Q3 hedge fund letters, conference, scoops etc Point of view is worth 80 IQ points. - Alan Kay Dear Partner: Arquitos... Read More