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 the unravelling of SPACs, the outperformance of crypto hedge funds, and a jump in hedge fund pay.
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
Rip-Off: How Private-Sector Health Costs Are Killing the American Dream (via Moyers & Company)
Part one of this series, “The High Cost of Low Taxes,” noted that while Americans enjoy... Read More
A Bloomberg interview with value investor and author, Joel Greenblatt. In this interview, Joel discusses how he uses value investing in the modern markets and valuing FANNG or tech stocks.... Read More
GS: Markets Are Running Out Of Patience With The BoJ
According to Goldman Sachs’ FX Views Economic Research team, the markets are running out of patience with the Bank of... Read More
Martin Whitman is a legendary value investor and founder of Third Avenue Management.
Over the years, Martin Whitman has gained a reputation for his contrarian investment strategy and devotion to the school... Read More
Do as I say not as I do is something which Bill Gross seems to take to heart.
Bill Gross, the famed Janus Capital Group money manager, made two prescient... Read More
How Can "Smart Beta" Go Horribly Wrong?
Get The Timeless Reading eBook in PDF
Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it... Read More
Warren Buffett is widely regarded as one of the greatest investors of all time. Under his stewardship, Berkshire Hathaway has grown from a small textiles manufacturer into one of the... Read More
The lawyers who recovered over $200 million for MF Global investors through their class action lawsuit are now seeking their cut. Bernstein Litowitz Berger & Grossmann LLP and Bleichmar... Read More
Dan Roller’s Maran Capital stumbled in the first quarter of the year. According to a copy of the firm‘s first-quarter update, which ValueWalk has been able to review, it... Read More
The October 2013 edition of the Prequin Private Equity Spotlight, published by Prequin.com, contains a useful article by Emma Underwood that highlights how the Preqin Private Equity Quarterly Index... Read More
