Eurekahedge Hedge Fund Index Gained 4.03% In April

Key highlights for April: Q1 2020 hedge fund letters, conferences and more The Eurekahedge Hedge Fund Index gained 4.03% in April, recording its best monthly performance since May 2009, supported by the robust performance of the underlying global equity market as seen by the 10.47% return of the MSCI AC...

Gruesome Stocks

“The worst sort of business is one that grows rapidly, requires significant capital to engender the growth, and then earns little or no money.” - Warren Buffett, 2007 Shareholder Letter Q1 2020 hedge fund letters, conferences and more Dear fellow investors, We are big fans of Buffett’s theories about businesses with low...

BlackRock Joins Allianz, Invesco Saying ESG Outperformed

BlackRock Inc. added its contribution to a growing body of research showing that ESG portfolios -- those that consider environmental, social and governance issues alongside regular financial considerations -- outperformed traditional market benchmarks in the recent market downturn. Q1 2020 hedge fund letters, conferences and more pasja1000 / Pixabay The New York-based...

Mohnish Pabrai: Be A Harsh Grader Of People

Mohnish Pabrai has said that he likes to be a "harsh grader" when it comes to picking stocks. Q1 2020 hedge fund letters, conferences and more He's also said that he likes to use the same approach when it comes to people. If you’re looking for value stocks, and exclusive access to...

Bonhoeffer Fund April 2020 Performance Update

The Bonhoeffer Fund returned 12.9% net of fees in April, bringing the year-to-date return to -25.2%. Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...

Massif Capital: Long Position In Bakkafrost P/F (BAKKA)

Massif Capital reveals a long position in Bakkafrost P/F (BAKKA). Q1 2020 hedge fund letters, conferences and more Dear Friends and Investors, To suggest that this year has been a difficult one for capital allocation would be an understatement. The volatility of equity markets has been dramatic, and the dissonance between the...

The Great Reopening Gamble

We knew the April US jobs data would be ugly. Speaking on ABC’s “This Week” program last Sunday, Minneapolis Federal Reserve Bank President Neel Kashkari predicted “the worst is yet to come.” Q1 2020 hedge fund letters, conferences and more Kashkari is right; this won’t get better while so much of the economy...

Mohnish Pabrai: How To Define Your Circle of Competence

Warren Buffett has often said that investors should only buy stocks that fall inside their circle of competence. That's easy enough to say, but many investors may find it hard to define their sphere of competence concretely. If you’re looking for value stocks, and exclusive access to value-focused hedge fund...

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