Welcome to our latest issue of issue of ValueWalk’s 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
With the strong growth of microfinance in emerging markets, private equity could see an opportunity in this emerging space.
Opalesque, in its recent Private Equity Strategies report, highlights a host... Read More
Will New Swiss Tax Law Open Black Money Floodgates? by Matthew Allen, swissinfo.ch
Amid much fanfare, a new Swiss law will enter into force on August 1 making it easier... Read More
With J.C. Penney Company, Inc. (NYSE:JCP)’s management setting the comps/margin bar arguably at high level and with execution risk elevated, Sterne Agee analysts prefer to stay sidelined on the... Read More
Goldman Sachs' (NYSE:GS) Hedge Fund Trend Monitor, a quarterly round-up of 13-F filings and hedge fund trends, was published this week.
The report analyzes 833 Hedge Funds with $2.1 trillion of gross... Read More
When it comes to the greatest capital allocators of all time, John Malone is undoubtedly up there in the top five.
Today, John Malone is known as the Cable Cowboy... Read More
Société Générale's 'expensive stocks with poor earnings quality screen', which is published monthly, seeks to unearth the market's most undesirable stocks -- if you're looking for short ideas the report is... Read More
Apple Inc. (NASDAQ:AAPL) stock has suffered in the wake of the firm's record beating second quarter of 2012. Despite the fantastic results, and there really wasn't a weak point... Read More
Lawrence Cunningham is widely regarded as an expert on Warren Buffett and his book The Essays of Warren Buffett: Lessons for Corporate America, which is now in its fourth... Read More
AAPL - Berkshire Hathaway Declares $1bn Stake In Apple
It looks as if Warren Buffett might finally be starting to reconsider his stance on technology investments.
The billionaire, who has famously... Read More
With ETF assets continuing to perform strongly against other investment vehicles, the industry’s increasing size is receiving an ever-growing level of external attention, notes EY.
EY published a report titled:... Read More
