A Better Model For ETF Product Development

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q1 hedge fund letters, conference, scoops etc There is simply no proof that outcomes have improved, or that risks have diminished from the proliferation of new ETF products. Instead, this has been little more [...]

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Small-Cap Perspective

Co-CIO Francis Gannon on what increased volatility, lower returns, and low interest rates mean for the small-cap market. Q1 hedge fund letters, conference, scoops etc User:klip game [Public domain], via Wikimedia Commons What’s your perspective on where we are in the small-cap market? One of the more interesting aspects of the market this [...]

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How The Euro Lost Its Mojo

Criticizing the euro and the monetary policy of the European Central Bank (ECB) is often left to opponents of the EU today. Being unquestionably pro-euro is among the prerequisites in political discussions to be seen as pro-European; any doubts are not part of allowable opinion. Q1 hedge fund letters, conference, [...]

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How Much Oil Is In An Electric Vehicle?

When most people think about oil and natural gas, the first thing that comes to mind is the gas in the tank of their car. But there is actually much more to oil’s role, than meets the eye… Q1 hedge fund letters, conference, scoops etc Oil, along with natural gas, has [...]

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Top Emerging Fund Is On The Hunt For Small-Cap Value; Here Is One Of Their Favorite Ones

Throughout 2018, the firm’s first year of operations, Lightsail Capital’s flagship investment fund, Lighsail Partners, outperformed its benchmarks, the S&P 500 and Russell 2000 by 14.3% and 22.1% respectively net of all fees and expenses. Q1 hedge fund letters, conference, scoops etc   rawpixel / Pixabay Lightsail’s run of positive performance has continued [...]

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Buffett Made A Mistake That Cost Him $4.3 Billion This Year – Here’s What Every Investor Can Learn From It

Even the best investors have bad days. Q1 hedge fund letters, conference, scoops etc Warren Buffett is no exception. In February, he watched one of his biggest acquisitions quickly sour. I’m talking about Kraft Heinz, an American food giant that makes everything from ketchup to Oscar Mayer hot dogs to Kool-Aid. The stock [...]

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GreenWood Investors: The New Social Status

This article was inspired by a talk that our friend Adam Sebba at Cookson Adventures gave in Azerbaijan last month. The text and slides are available towards the end of this article. Thank you, Adam, for a highly engaging discussion! Q1 hedge fund letters, conference, scoops etc MIOTRAN / Pixabay Evolving Social [...]

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It’s Not Technology But The Fed That Is Taking Away Jobs

You’ve likely heard of the term “income inequality.” It means wealthy people are making a larger share of our collective income. Q1 hedge fund letters, conference, scoops etc In one sense, it’s nothing new. The people with the highest incomes have more of the total. Math guarantees it. But the top’s share has [...]

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ValueWalk Interview With Kyle Bass: Chinese Economic Crash And Shadow Banking

ValueWalk's Raul Panganiban interviews Kyle Bass, the founder and chief investment officer of Hayman Capital Management. Q1 hedge fund letters, conference, scoops etc Transcript Raul: Good morning, listeners.  Today is a very special episode with Kyle Bass, the founder and chief investment officer of Hayman Capital Management.  Hayman Capital focuses on global [...]

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Global Return May 2019 Update: Market’s Volatility

Global Return Asset Management update for the month of May 2019, discussing navigation through the market's volatility. Q1 hedge fund letters, conference, scoops etc Mediamodifier / Pixabay Q1 hedge fund letters, conference, scoops etc Dear Friends and Partners, Earlier this week when we sent our April results we promised to send a more expansive [...]

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