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
These Are Michael Dell’s Favorite Hedge Funds, PE And Venture Capital Funds
Many well-known investors use their own foundations to dole out their millions every year, and Michael Dell of Dell Technologies fame is among those with their own foundation. We... Read More
These Are Clint Carlson’s Favorite Hedge Funds And Venture Capital Funds
Many hedge fund managers donate millions of dollars to charity every year, and some do so through their own charities. Clint. D. Carlson of the reputable multi-strategy fund Carlson... Read More
Amgen: Are Its Golden Days Over?
Amgen Business Introduction According to Amgen (AMGN) 2022 10K, “Amgen focuses on areas of high unmet medical need and leverages its expertise to strive for solutions that improve health outcomes and dramatically... Read More
These Are MFP Partners’ Michael F. Price’s Favorite Hedge Funds
Many well-known hedge fund managers donate extensively to charity, and some even have their own foundations. Michael F. Price of MFP Partners contributed millions of dollars to the Price... Read More
Here Are All Of The Private Holdings Of Lee Ainslie’s Maverick As Of Q1 2023 [Exclusive]
Lee Ainslie's Maverick Capital is enjoying robust returns in 2023 with its hedge funds generating returns between 8.4% and 16.8% for the first quarter. However, the fund also has... Read More
Medical Properties Trust: 9% Current And Growing Dividend Yield
Summary MPW’s dividend is safe. It is in the hospital business, a mission-critical industry where hospital bankruptcies happen but infrequently compared to other industries. MPW has rent escalators built... Read More
Marc Cohodes’ Short Selling Strategy Explained
Marc Cohodes from the Big Short is one of the most popular short sellers in the game. He’s spent the last few decades exposing failing business models and fraudulent management teams... 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
