Skybridge Capital G II hedge fund had a solid start to September as markets experienced volatility, according to a September 15 investor update reviewed by ValueWalk. One of the largest fund of hedge fund managers is watching for volatility and thinks if a Trump election stock market sell-off occurs it will represent a buying opportunity, according to a source familiar with the fund’s strategic thinking. Strategists at the firm expect one rate hike in 2016 and two in 2017.
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.
Mario Gabelli, GAMCO Investors Chairman and CEO, discusses Sony, the AT&T/Time Warner deal and the election.
Mario Gabelli: Sony should split the company
Mario Gabelli's top stock picks
Mario Gabelli, GAMCO Investors... Read More
Risk can be a quotient topic. Risk tolerance equations can change when divisible by time but they can also change with knowledge. Some of the long-held, common sense wisdom... Read More
As behind the scenes negotiations to purchase Allergan, Inc. (NYSE:AGN) are ongoing – and ValueWalk sources who had been providing a steady stream of behind the scenes information take... Read More
Hedge funds covered their shorts in GBP this week ending June 18, reducing by 37 percent, and in CHF, reducing by 67 percent according to data just released by... Read More
51 Institutional Investors Join The $1Bn Hedge Funds Club Over The Past Year by Preqin
A total of 51 institutional investors have entered the “$1bn Club”, LPs with $1bn or... Read More
Pzena Q4 letter to shareholders
Is the party over? Elevated profit margins instill fear, yet a closer look reveals opportunities
across a range of industries. And the party may just be... Read More
Gold Miners: Here are three prime targets for consolidation
Published on Oct 12, 2016
Gabelli Research Analyst Christopher Mancini discusses potential Gold Mine Acquisitions; Integra Gold (CVE: ICG), Belo Sun... Read More
“Markets are always a puzzle,” Elliott Management founder Paul Singer mused in his June 30 letter to investors reviewed by ValueWalk. As he looks at China and non-cleared derivatives,... Read More
Obstructing Shareholder Coordination In Hedge Fund Activism
Nicole M. Boyson
Northeastern University - D’Amore-McKim School of Business
Pegaret Pichler
Northeastern University, D’Amore-McKim School of Business, Finance Area
February 8, 2016
Northeastern U. D’Amore-McKim... Read More
Sterne Agee analysts Todd L. Hagerman and Robert Greene cite operating efficiencies, lower legal and environment related costs, marginal loan growth and increased capital returns as the factors that... Read More
