TT International, a $1.4 billion multi strategy hedge fund, is bearish on the metal mining sector, which is evident from a string of shorts in the sector as discussed in a previous post. Additionally TT also has a short bet in Anglo American plc (PINK:AAUKY) (LON:AAL). According to their latest Q1 letter, the short would be below threshold level since it is not disclosed publicly yet.
OC Premium Small Companies Mandate commentary or the month ended August 31, 2016. OC Premium Small Companies Mandate - Performance Review The month of August was dominated by stock-specific news which... Read More
Pimco is one of the largest and most respected money manager companies around. Bill Gross and his fund, the Total Return Fund, were at the heart of the company’s... Read More
Macy's CEO Terry Lundgren spoke with Bloomberg Television's Alix Steel and Matt Miller today about the company's acquisition of Bluemercury, saying, "…we're in the beauty business in a very... Read More
Robert Shiller gives a 45 minute speech in which he talks about his new book, Finance and the Good Society. In the book Shiller argues that rather than condemning financial... Read More
Japan's "Spring Offensive" by Kenichi Amaki, Matthews Asia The annual “spring offensive” or in Japanese “Shunto” is currently underway in Japan. The terms refer to the annual wage negotiations that... Read More
Abe's policy agenda (Abenomics), which involves a three-pronged approach of aggressive monetary stimulus, fiscal spending and structural reforms for the ailing Japanese economy, has so far powered the country's main... Read More
Pzena Investment Management commentary for the third quarter ended September 30, 2015. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it... Read More
In Q4 2020, the Voss Value Fund, LP and the Voss Value Offshore Fund, Ltd., returned 20.8% and 20.7% to investors net of fees and expenses, respectively, compared to... Read More
Net income for the five largest U.S. dealers, including JPMorgan and Citigroup, has been much higher and less volatile since the financial crisis than before, with a Sharpe ratio... Read More
US corporate governance is based on the basic principles of operational freedom for the management, who is bridled with responsibility enforced through boards' oversight. While this appears to be... Read More
