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
Refiners have been some of the worst performing stocks on the market in recent months as investors have turned their backs on the company's, citing concerns about pending emission... Read More
Are Banks Reporting State Governments To Uncle Sam For SARs? by Bipartisan Policy Center
The Bank Secrecy Act (BSA) requires banks to file reports when they suspect their customers of... Read More
Bronte Capital Management founders John Hempton and Simon Maher first started putting together seeding deals in in 2008, but as they explain in their final investorsâ letter that came... Read More
Schultze Partners, LP gained -0.8% in August, bringing its 2021 year-to-date performance to 33.5%, according to a copy of the firm's August investor update, which ValueWalk has been able... Read More
Clint Carlson's flagship hedge fund reported its worst year on record in 2017. Carlson Capital's Black Diamond Thematic fund lost 22.1% in 2017, substantially underperforming both the wider market... Read More
China: Thin Air's Money Isn't Created Out Of Thin Air by Michael Pettis, Michael Pettis' China Financial Market
A recurring conversation I have with clients concerns the ability of banks... Read More
Vilas Fund commentary for the second quarter ended June 30, 2019.
Q2 hedge fund letters, conference, scoops etc
Dear Vilas Fund Partner,
The Vilas Fund, LP rose 7.8% in the second quarter... Read More
Morning Market NewsÂ
Stocks that are expected to trade actively in U.S. markets on Monday include: Caterpillar Inc. (NYSE:CAT), General Motors Company (NYSE:GM), Halliburton Company (NYSE:HAL), Apple Inc. (NASDAQ:AAPL),... Read More
ValueWalk's Raul Panganiban interview with the founder of ValueWorks, Charles Lemonides. In this interview, we discuss the opportunities he is seeing in the market today.
Q2 2021 hedge fund letters,... Read More
Hope In Adversity & Caution In Prosperity by Evan Delaney, Burgundy Blog
Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to... Read More
