IP-Participacoes Fund commentary for the third quarter ended September 30, 2016.
Q3 2016 hedge fund letters
Q2 2016 hedge fund letters
In our first-quarter report, we briefly mentioned that we, once... Read More
Oaktree Capital June 2016 insight - Navigating Economic Cycle and Credit Cycle
Mark Twain is reputed to have said, “History doesn’t repeat itself, but it does rhyme.” This certainly holds... Read More
Observing unusual but insightful cross-asset relationships
Q3 2020 hedge fund letters, conferences and more
This research note was originally published by the CAIA Association’s AllAboutAlpha blog. Here is the link.
Carry across asset classes... Read More
Earlier this month Bill Ackman’s Pershing Square Capital Management dropped one of its lawsuit against the government regarding Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA), and... Read More