Baupost Group, among the largest hedge funds in the world, returned $4 billion in assets to clients at the end of 2013 because it didn’t want to grow too quickly and dilute performance, according to an investor letter reviewed by
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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Global investment funds are rotating away from developed markets into emerging markets as they struggle to value Stocks, according to a new Global Equity Strategy report from analysts at... Read More
Carl Icahn is not having a good year. As we reported earlier this month, almost all of Carl Icahn's personal holdings, and those of Icahn Enterprises LP have underperformed the... Read More
Financial markets are beginning to take the potential for a Brexit vote more seriously, notes a report from CIBC Capital Markets. This is occurring as U.K.-based banks are said... Read More
This is the second part of a short series on notes from Berkshire Hathaway's 2004 annual meeting of shareholders. Q4 hedge fund letters, conference, scoops etc A question that Warren Buffett... Read More
ValueWalk’s Raul Panganiban interviews Henry D. Wolfe, The author of “Governance Arbitrage: Blowing Up the Public Company Governance Model to Maximize Long-term Shareholder Value“. In this part, Henry discusses... Read More
Walter Schloss was one of Benjamin Graham’s most successful students. From 1955 through 2002, Schloss returned 16% per annum, according to his own figures, successfully using Benjamin Graham’s net-nets... Read More
With international gold prices falling for the first time in twelve years many investors, institutional and individual, have seen a huge chunk of their wealth wiped out. We've already... Read More
Since Michael Lewis wrote the book Flash Boys much has been theoretically discussed about how markets are “rigged,” but there has yet to be concrete, documented evidence detailed with great... Read More
Nearly 89% of investors who responded to an Opalesque and Intralinks survey said they won’t invest in new funds due to transparency concerns. Additionally, the survey shows that only half... Read More
With a trend of living close to the edge, convicted former SAC trader Mathew Martoma looks to an old friend at Harvard to reduce his prison sentence As he surveys... Read More
