The “Golden Age Of Biotechnology”?
From original work 'The Golden Age', oil painting by Joachim Wtewael, 1605, Metropolitan Museum of Art The "Golden Age of Biotechnology"? by Jean Fonteneau The full article can also be viewed and... Read More
Josh Wolfe Of Lux Capital At Invest For Kids
Josh Wolfe, the co-founder of venture-capital firm Lux Capital, is not your typical venture capitalist. He is acutely aware of failure and is not afraid to talk about it.... Read More
Biotech Has Been Polarizing For Hedge Funds, But This Venture Capitalist Sees Opportunities
Biotech was a hot sector in 2020, but it plunged in early 2021 along with the rest of the market, as demonstrated by the performance of the SPDR S&P... Read More
Bayer – World Class Benchmarking
Company: Bayer AG Bloomberg ticker: BAYN GR Market cap: US$65,516m Background: Bayer AG is a German multinational pharmaceutical and life sciences company and among the largest pharmaceutical companies worldwide. The business includes pharmaceuticals, consumer healthcare products,... Read More
EcoR1 Thinks The Setup In The Sector Is “Beautiful”
Many companies in the biotech sector look deeply undervalued and under-appreciated, a “beautiful” setup, according to the specialist biotech hedge fund EcoR1 Capital. In its first-quarter update to investors, the... Read More
Greenlight Masters Returns 9.4% As Einhorn’s Flagship Fund Lags [Exclusive]
David Einhorn might have struggled to pick profitable investments for his flagship hedge fund, Greenlight Capital, over the past couple of years, but he has had more success in... Read More
Michael Dell Trusts His Foundation’s Assets To These Hedge Funds And PE Funds
Many high-profile hedge fund managers and executives engage in philanthropy, giving away millions of dollars every year, often through their own foundations. Rather than relying solely on donations, they... Read More
Carlson Capital’s Double Black Diamond Jumps On Energy Sector Holdings
Clint Carlson's hedge fund, Carlson Capital's Double Black Diamond strategy, gained 1.04% net of fees in the month of September. Following this performance, the fund has returned 9.87% net... Read More
SALT New York: Wellington’s CEO On The Benefits Of Active Management
At this year's SALT New York conference, Jean Hynes, the CEO of Wellington Management, took to the stage to discuss the role of active management in today's investment environment. Hynes... Read More
Absolute Return Partners September 2021: The Healthcare (R)evolution
Absolute Return Partners letter for the month of September 2021, titled, "The Healthcare (R)evolution." Q2 2021 hedge fund letters, conferences and more "Getting older is fine. There is nothing you can... Read More
Steamboat Capital’s Favorite Short Positions Are Companies With Poor ESG Ratings
The Steamboat Capital Partners Fund returned 7.3% gross and 5.4% net in the second quarter of 2021, according to a copy of the firm's quarterly investor update, which ValueWalk... Read More
EXCLUSIVE: Lee Ainslie’s Maverick Had A Challenging 2Q
Maverick USA was down 3.3% for the second quarter, while Maverick Levered was down 2.1%. Maverick Long Enhanced was up 8%. Year to date, Maverick USA is up 31.8%,... Read More
Incorporating ESG in the Investment Process with Trillium’s John Quealy
ValueWalk's Raul Panganiban interviews John Quealy, CIO and PM of the ESG Global Equity Strategy at Trillium Asset Management, and discuss his approach to investing, ESG, and where he... Read More
Obsession Capital 2020 Annual Letter
Obsession Capital's annual letter for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Partner: Summary of Financial Performance Despite the huge uptick in volatility in 2020... Read More
This fund is bullish on SPACs and had a profitable short book in 2020
The North Rock Fund was up 7% for December, bringing its full-year performance to about 22.3% for 2020. Kelly Perkins of North Rock said that was a record return... Read More
Blue Tower Asset Management 4Q20 Commentary
Blue Tower Asset Management commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more The extreme volatility of 2020 continued into the fourth quarter... Read More
What Do We Do With All This Debt?
Before the coronavirus pandemic I expected the US would hit the debt wall in the late 2020s. Now, the debt is growing even faster and we will hit that... Read More
The Dead Versus The Living Stocks
Measuring the Zombification of Stock Markets Around the World Q3 2020 hedge fund letters, conferences and more This research note was originally published by the CAIA Association’s AllAboutAlpha blog. Here is... Read More
These are Michael Dell’s favorite hedge fund managers
Michael Dell, the billionaire businessman and philanthropist who founded Dell Technologies, has donated millions of dollars to charity through his foundation. We can get an idea of his favorite... Read More
These are Seth Klarman’s favorite hedge fund, PE and VC managers
Baupost's Seth Klarman donates millions of dollars to charity through his Klarman Family Foundation every year. He invests that money in a long list of hedge funds, so we... Read More
We Have an Economic Eight-Body Problem
If you have three large objects that have gravitational impact on each other, you can determine where they have been in the past. Q2 2020 hedge fund letters, conferences and... Read More
Bronte Amalthea Fund 2Q20 Commentary
Bronte Capital's Amalthea Fund commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more The fund was down by 4.84% in June whereas the... Read More
