As Lodge Hill Capital hedge fund investors look at first quarter returns averaging 5%, while the S&P 500 is up 1.4%, the letter to investors in the $750 million... Read More

Quality Capital Management (QCM), a leading London-based managed futures hedge fund, posted a strong February performance, bucking the industry trend. The hedge fund currently manages QCM up while BarclayHedge BTop... Read More

Li Lu on the prospects for value investing in China from October 28th, 2015 t- notes on the lecture by Graham F Rhodes First, thank you to the Guanghua... Read More

A successful Single Resolution Mechanism (SRM) can be key in building confidence in the euro, in the banks of the Eurozone and hence aiding growth in Eurozone economies, notes... Read More

Vilas Capital Fund performance review for the month ended April 30, 2019. Q1 hedge fund letters, conference, scoops etc Dear Partners, The Fund had a good April, rising 17.7% +/-.  Further, due to... Read More

Fannie Mae And Freddie Mac's Prime Mortgages - The Big Short by Peter J. Wallison, Inside Sources The arrival of The Big Short in theaters a few weeks ago has... Read More

You can add the Royal Bank of Scotland Group plc (NYSE:RBS) (LON:RBS) to the growing list of equity bulls, as head of cross asset strategy John Briggs has said... Read More

George Soros' firm Soros Fund Management LLC boosted its stake in Herbalife, while some of the firm's top 20 investors liquidated their positions during the fourth quarter. Herbalife’s shares have... Read More

Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets... Read More

Bed Bath & Beyond Inc. (NASDAQ:BBBY) could be in place with an activist investor, a move proceeded by a call by Brian Sozzi call to do the same nearly 19... Read More