There has been much talk in recent years about disruption and trying to pick companies that will disrupt their industries. The debate continued at the Morningstar Investment Conference as Bill Nygren of Oakmark Funds faced off with Morgan Stanley’s Dennis Lynch. Q2 2021 hedge fund letters, conferences and more Persistence Morningstar’s Katie Reichart moderated the discussion, kicking it off with a question about how they figure out whether something is a fad or a long-term secular change. Lynch said persistence is the key when it comes to determining if something will be just a fad. “I think you want to...
This content is exclusively for paying members of Hedge Fund Alpha
Gain Exclusive Access to the Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Get Started Now with a FREE 7-Day Trial🔻
If you are a current Hedge Fund Alpha member and are having an account error please clear cache and cookies. If that does not work, email [email protected] or click Chat.
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.
EM equity valuations indicate that EM equities have fallen below ‘fair value’ recently, but don’t have much valuation support and offer limited upside, notes Goldman Sachs.
Caesar Maasry and team... Read More
The Delbrook Resources Opportunities Master Fund was up 9.2% for May, bringing its year-to-date return to 33%.
Q1 2021 hedge fund letters, conferences and more
Dellbrook is an equity long/ short... Read More
Vodafone Group plc (LON:VOD) is facing condemnation today after a Reuters report revealed the company had failed to pay around £1 billion in taxes in the United Kingdom in... Read More
With over $1 billion in firm assets under management, London-based Omni Partners Macro Fund ended 2013 down 4.87%, but was quickly on the road to recovery, with a 3.09% gain... Read More
Warren Buffett's Favorite Valuation Measure: Watch Out For Minus Two by Steve Blumenthal, Capital Management Group
Get The Full Warren Buffett Series in PDF
Get the entire 10-part series on Warren... Read More
Inexperienced and experienced investors alike can learn from what the big guys are doing. Some investors even like to follow the bets of their heroes before doing their own... Read More
When a hedge fund is down -42.6% year to date, they at times can have more muted communications tendencies. Such appears the case with London-based hedge fund manager Crispen... Read More
3G Capital is on the hunt for its next acquisition target.
Like a patient tennis player who is most frustrating to play, they stand at the baseline waiting for an... Read More
Norway may not seem much like the California of Europe, but for one company the country fits the bill. Tesla Motors Inc (NASDAQ:TSLA) is invading the European market, but... Read More
Citigroup Inc (NYSE:C) is revising its full pre-tax 2013 results lower by $360 million due to fraud in its Mexican subsidiary. The charge to earnings revises 2013 net income to... Read More
Exclusive Database On The Hedge Fund Industry.
The top resource for hedge fund letters since 2011.