Maintaining your focus on value opportunities could be crucial after the market’s rebound Q1 2020 hedge fund letters, conferences and more The S&P 500’s rebound over the past month means that... Read More

Luxor Capital, a multi-billion dollar hedge fund owned by Christian Leone, recently bought the majority of Hawkeye Capital’s stake in Hemisphere Media Group Inc (NASDAQ:HMTV). Luxor Capital owned roughly... Read More

This is part seven of a ten-part series on some of the most important and educational literature for investors with a focus on value. Across this ten-part series, I’m... Read More

Massiff Capital's latest commentary on Altius Minerals, a TSX listed royalty and streaming company that they established a position in earlier this year. Q1 2020 hedge fund letters, conferences and... Read More

The chances of a hard Brexit have increased materially, although it is not yet inevitable, that’s according to Morgan Stanley analysts Jacob Nell and Melanie Baker, CFA. In a research... Read More

As public pension funds face underfunding problems across the country, all eyes in the pension fund community kept one eye on results from Stockton, California’s plan to shortchange bond... Read More

China's policy banks could issue special policy bonds worth RMB3 trillion over the next two to three years to provide an equity cushion to infrastructure projects, suggests Credit Suisse... Read More

Can activist investors be divided into “white” and “black” hats? “Friendly” activist hedge fund manager Jeff Ubben thinks so. “I think the white hat, black hat thing is fine,” Jeff... Read More

Emerging market equities have been trading at a steep discounts to the developed market for some time now, implying that the risk in those markets is abnormally high (or... Read More

The Markets in Financial Instruments Directive II is part of the European Union’s objective to create a fair/transparent EU market for securities. Mifid II, along with MiFiR, lays out... Read More