Welcome to our latest issue of issue of ValueWalkâs hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!
Featuring Schonfeld Strategic Advisors' new macro team, growth stock sell-off hurt hedge funds, and the slide in hedge fund management fees.
Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com
FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
AÂ Cut Oil Production ahead? Yes, says one big bank which (if correct) would give a boost to Andy Hall
After nearly two years of jawboning, OPEC has finally reached a... Read More
The Venezuela liquidity challenge is getting more difficult. A Barclays report notes that available cash for critical imports is down to just $1 billion and the country is having... Read More
Equity funds had significantly net larger weekly inflows that outflows, beating bond fund in weekly asset flows data from Bank of America Merrill Lynch shows. The trend reversal in... Read More
The US shale revolution can eat in to the market shares of producing nations in the Organization of Petroleum Exporting Countries (OPEC). However, recently, Saudi Arabia leadership has proclaimed they... Read More
Will we soon be seeing Hillary Clinton vs. Carl Icahn? That could be the case, as the Democratic presidential hopeful preps to put the spotlight on activist investors later... Read More
The longer the current bull market lasts, the more often we hear concerns about similarities between the current market environment and past periods of turbulence. In a letter sent... Read More
'Category 2' Swiss Banks Handed $1.36Bn Final Bill by Matthew Allen - swissinfo.ch
Eighty Swiss banks have shelled out a grand total of $1.36 billion (CHF1.38 billion) to the United... Read More
ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses the inspiration behind the name Bonhoeffer, his favorite books, his hobbies,... Read More
While smaller hedge funds have performed better than their larger brethren, a new study notes that from January 2009 small funds generated the lowest performance of three fund types... Read More
