Morgan Stanley's multi-manager hedge fund, the Riverview Omni Fund, ended 2022 on a high note.
According to a copy of the fund's fourth-quarter and 2022 letter to investors, which ValueWalk has been able to review, the fund's long/short fundamental equity strategies produce the best returns for the year.
After a profit of 4.98% during the fourth quarter, the equity strategies ended the year up 16.88%.
Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk
Market Levels US: Dow Futures: 12951.00 (0.38%), S&P 500 Futures: 1379.30 (0.50%), NASDAQ Futures: 2696.00 (0.47%) Europe: CAC: 3190.95 (0.53%), DAX: 6735.76 (0.96%), FTSE: 5766.56 (0.38%). Asia-Pacific: Australia: 4366.50 (0.09%), China:... Read More
As oil futures trade below $50 a barrel, short positions in oil futures and options are touching multi-year highs Hedge funds are going all out against oil, as short positions... Read More
Beginning in 2011, the Syria civil war began as Syrian troops cracked down on protests. Unfortunately, over four years later, the situation continues to deteriorate and has claimed over... Read More
Richard Thaler is considered to be one of the founding fathers of behavioral science and behavioral science. Currently a professor of behavioral science and economics at the University of Chicago Booth School of... Read More
Black Bear Value Fund's performance update for the month ended December 31, 2021. Q3 2021 hedge fund letters, conferences and more Black Bear Value Fund, LP (the “Fund”) returned +4.1%,... Read More
Jobs Per Debt - With the year is almost over, now seems like a good time to review the jobs and debt picture - overlaid with the political dimension. Before... Read More
"Several years ago, a friend outside the industry asked me to mentor him in Graham and Dodd, and I provided voluminous reading material and coaching. He was intrigued and... Read More
After one penny stock traded at a $6 billion valuation with one employee and no real business, SEC moving to prevent future problems Read More
Unseasonally good weather makes institutional investors more likely to buy, and bad weather causes them to view stocks as overpriced It’s no secret that institutional investors are just as susceptible... Read More
The prospect of a corporate tax holiday for repatriated foreign earnings is unlikely, and even if it were to become law, it would have minimal impact on the economic... Read More
