And the Winner is... Q3 2019 hedge fund letters, conferences and more SUMMARY As in 2018, Low Volatility produced the best and Value the worst performance Value did not recover significantly... Read More

When Moody’s looks at an increasingly negative global sovereign debt picture and factors in the rise of political populism the result is concern. In a November 14 report titled... Read More

The portfolio managers of Artisan Partners emphasized “keeping out of the ditch” enabled them to deliver excellent returns over time. The firm has $108.2 billion in assets under management (AUM)... Read More

Allen Global Partners, a New York based hedge fund, posted an average return in 2014. The fund was up 0.96% return in Q1, according to a quarterly update seen by ValueWalk.... Read More

A new academic paper concludes there is a relationship between social media conversations, Google search trends that exacerbated the Greek bond crisis, as first reported by Jason Douglas of... Read More

The popularity of low volatility funds has exploded in recent years. Easy access to these funds, coupled with low fees and a desire by investors to access the best... Read More

The 10 largest common stock investments in Berkshire Hathaway’s portfolio had a one year weighted return of 44% through February 7, 2020. This was almost double the 23% return... Read More

Christmas Economics - A Sleigh Ride Laura Birg University of Goettingen (Gottingen) Anna Goeddeke Reutlingen University - ESB Business School Abstract: Do you believe that at Christmas time the gas prices, the... Read More

"When the philosopher points at the moon, the fool looks at the finger." -- Classic Buddhist proverb 2016 Hedge Fund Letters Hedge Funds Hedge fund assets pass $3 trillion in 2016 for... Read More

David Sokol presentation at Ben Graham Centre on "Value Investing In Businesses With Built To Last Characteristics." H/T ValueInvestingWorld Value Investing In Businesses With Built To Last Characteristics Ben Graham / The... Read More