High Win Percentage Doesn’t Help Duet Fund In 2013
With a reported trade win percentage near 80%, the Duet Global Plus fund is operating on the high end of the range for hedge fund performance in this key statistic, but overall returns for the fund...
View ArticlePlatinum Partners Up In 2013; 11th Straight Up Year
Some might consider Platinum Partners’ 2013 performance, estimated at 10.32% according to an investor letter reviewed by ValueWalk, to be subpar when compared to nearly 30% index returns found in the...
View ArticleOdey Acquires 5.1 Percent Stake In Goodrich Petroleum
Odey manager Crispin Odey believes that 2014 is the year of hedge fundsOdey Asset Management, a London-based hedge fund managed by Crispin Odey, acquired 2,222,485 shares or a 5.1% stake in Goodrich...
View ArticleBrevan Howard Adding Traders As Fund Returns Are “Disappointing”
2013 was a difficult year for traders along the yield curve, and Brevan Howard, Europe’s largest hedge fund with approximately $40 billion under management, was no exception. The Class A Brevan...
View ArticleHottest Links: Icahn Out-Tweeted, Debunking Princeton, And Herbalife
Hottest links for Friday, January 24th, the late edition (see Thursday’s edition here). Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if...
View ArticleHedge Fund Hedging from The Perspective Of A Bond Manager
This article is prompted by the following article by John Hempton of Bronte Capital. This is not meant as a criticism of him; I have nothing but respect for him. The article triggered memories of my...
View ArticlePaul Singer Says Financial Lawlessness Must End
Paul Singer, one of the largest hedge fund managers in the world, sees a slippery slope for the economy and the financial services industry if issues are not properly addressed by government. Among...
View ArticleBaupost Group To Buy 16.4 Million Shares Of Idenix Pharmaceuticals
The shares of Idenix Pharmaceuticals surged 17% to $8.03 per share after announcing its agreement with Baupost GroupBaupost Group, the hedge fund managed by Seth Klarman, agreed to purchase more shares...
View ArticlePaul Singer Presents His 2014 Investment Outlook
The headline’s from yesterday’s Elliott Management investor letter centered on Paul Singer’s call for an end to “financial lawlessness.” The twenty-five page letter, however, included additional...
View ArticleHottest Links: myRA, Young Money, And Snapchat Is Stupid
Hottest links for Friday, January 31st, the late edition (see Thursday’s edition here). Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if...
View ArticleHottest Links: 3D Printing, Finance MythBusters, And Echos Of 1997
Hottest links for Saturday-Sunday, February 1st-2nd, the weekend edition (see Firday’s edition here). Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest....
View ArticleHedge Funds Set For Solid 2014, Long/Short Best Positioned: DB
Hedge funds are expected to again outperform their historical average return in 2014, notes Deutsche in its recent research report. Tim Gascoigne and Claudia Roering of Deutsche while reviewing the...
View ArticleFirst Balyasny, Now SAC Loses Employees To Moore Capital
The brain drain from SAC capital continues, as seven former portfolio managers and two analysts from the London SAC office joined Moore Capital, one of the largest hedge funds in the world, according...
View ArticleHottest Links: Dell Bloodbath, ETF Growth, And The Lonely Bet
Hottest links for Tuesday, February 4th, the late edition. Get our free daily newsletter (which HAS BEEN RECENTLY UPDATED) and never miss a single linkfest. Also, now if you sign up you will get our...
View ArticleBaupost Group Discloses 35 Percent Stake In Idenix Pharmaceuticals
Baupost Group, the hedge fund founded and managed by Seth Klarman, disclosed ownership of 53,331,109 shares (a 35.38% stake) in Idenix Pharmaceuticals Inc (NASDAQ:IDIX) based on its 13D filing with the...
View ArticleLeon Cooperman Raises Stake In SandRidge Energy To 8.5 Percent
Leon Cooperman, the chairman and CEO of Omega Advisors LLC, increased his stake in SandRidge Energy Inc. (NYSE:SD) based on his latest 13G filing with the Securities and Exchange Commission (SEC)....
View ArticleAfter Strong 2013, John Burbank Notes Different Market Environment
John Burbank’s Passport Global, with $1.4 billion in firm assets under management, finished 2013 with a strong 23.2% return, besting the hedge fund’s annualized return of 18.8% since its inception,...
View ArticleOch-Ziff Capital Transitions From Hedge Fund To Solutions Provider
RBC Capital Markets analyst Bulent Ozcan takes a look at Och-Ziff, noting some key points that seem to be encouraging signs for the company’s future. Our view: Diversification and repeatability of...
View ArticleFormer SAC Capital Trader Martoma Found Guilty Of Insider Trading
Mathew Martoma, a former portfolio manager of SAC Capital Advisors was found guilty of insider trading charges by a federal jury in Manhattan on Thursday. The federal jury, composed of seven women and...
View ArticleMichael Zimmerman’s Hedge Fund on Hottest Trend in mCommerce Retailing
Michael Zimmerman’s Hedge Fund on Hottest Trend in mCommerce Retailing The post Michael Zimmerman’s Hedge Fund on Hottest Trend in mCommerce Retailing appeared first on ValueWalk.
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