Notes of Flight Deck Capital's Jay Kahn from the 2020 SohnX San Francisco Conference. See the full coverage here. Q2 2020 hedge fund letters, conferences and more stevepb / Pixabay Jay Kahn of... Read More

It’s rare to hear investing compared to the sport of tennis, but that’s exactly what Anne-Mette de Place Filippini, Senior Vice President and Portfolio Manager for Emerging Markets equities... Read More

Managed accounts, which had been relegated by investors and fund managers to the backburner in the days leading up to the financial crisis, have been making a comeback after... Read More

At a time when all major stock indices have plunged into bear-market territory, it's virtually impossible to pick winners. However, it's not totally impossible, and one fund manager is... Read More

The S&P 500 (INDEXSP:.INX)’s rally this year has been driven by multiple expansion, and investors have responded by buying cheap stocks that will benefit from market trends without necessarily... Read More

Volatility dominated equity markets around the world during the first quarter of 2018, following what was a relatively subdued year for volatility in 2017. Indeed the CBOE Volatility Index... Read More

French elite sensibilities have been offended, leading to the formation of a new government in Paris, while the Pakistani government has been given a “high noon” warning from a... Read More

Maverick Capital, the long/short equity hedge fund founded by Tiger Cub Lee Ainslie, enjoyed the "strongest quarter in our history," according to its first-quarter letter. Q1 2021 hedge fund letters,... Read More

Most people are overconfident, and those who aren’t often lack conviction, which explains why so many smart people can be lousy investors Read More

It is a strange day today—and no, not because of the selloffs and investor phobia that is rampant in the markets, those are secondary developments compared to what just... Read More