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Will A Handwritten Note From Warren Buffett Cause A Hedge Fund Exodus?
Calpers reduces hedge fund exposure by 40 percent as funds around the country ask who makes money, the pension fund or the hedge fund manager?Did eleven words in a handwritten note from Warren Buffett...
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Weak Balance Sheets Best Performing Basket YTD: Goldman
High Sharpe Ratio stocks and high hedge fund concentration stocks also outperformCompanies with weak balance sheets continue to be the most popular with investors, continuing a streak that began at the...
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Generalizing the Kelly Criterion For Investment Outlook
Below is a 3-page excerpt from the Boyles Q2 2014 letter relating to the Kelly Criterion Via Value Investing World Generalizing the Kelly Criterion Formulated by John L. Kelly and popularized by the...
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Zynga Inc (ZNGA) Sees A Drop In Short Interest In July
Short interest in Zynga Inc shares has declined on July 15th to 47,219,300 shares by 6.1% from June 30.Zynga Inc (NASDAQ:ZNGA">NASDAQ:ZNGA) shares are seeing a drop in short interest during the...
View ArticleGlenview’s Larry Robbins Finds Value in What Could Be MVP Year for Stocks
Fund manager up near 18 percent year to date as he convinces Monsanto to borrow money and buy back stockLarry Robbins of Glenview Capital likes to use basketball analogies when writing his investor...
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Dan Loeb’s Third Point Reopens Flagship Fund
Third Point plans to reopen its flagship fund for new investment until October 1 onlyThird Point LLC, a hedge fund headed by activist investor Dan Loeb reopened its flagship fund to accept new...
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Paulson & Co. Buys More Shares of Mallinckrodt PLC (MNK)
Mallinckrodt recently gave Paulson & Co. an option to increase stake in the company to 20%Paulson & Co., the hedge fund headed by billionaire investor John Paulson bought more shares of...
View ArticleCliffs’ Boardroom Shake-Up Presents Buying Opportunities For Canadian Miners
Cliffs’ boardroom shake-up presents buying opportunities for Canadian miners The post Cliffs’ Boardroom Shake-Up Presents Buying Opportunities For Canadian Miners appeared first on ValueWalk.
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Baupost Discloses 14.06% Stake In Veritiv Corporation (VRTV)
Veritiv Corporation was formed by the merger of xpedx and Unisource WorldwideThe Baupost Group, L.L.C., the hedge fund controlled by Seth Klarman acquired 2,249,601 shares or 14.06% stake in Veritiv...
View ArticleHedge Fund Branding Drives Majority Of Asset Flows
Hedge Fund Branding continues to Drive a Majority Of Asset Flows Since the market correction of 2008, a vast majority of hedge fund net asset flows have gone to a small minority of hedge funds with the...
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Ex-Citadel Employee Pleads Guilty To Stealing Trade Secrets
Second ex-Citadel employee pleads guilty in trade secrets case, both men will be sentenced in NovemberSahil Uppal, a former Citadel LLC employee whose job involved developing high-frequency trading...
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Ackman Going Public, Should Mega Cap Stocks Worry?
Tucked into his recent investor letter, William Ackman reveals his hedge fund is going public, but what is his motivation? William Ackman’s Pershing Square is taking his hedge fund public, according to...
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Paulson Boosts Real Estate Assets in Puerto Rico
Puerto Rico officials said Paulson & Co. plans to invest additional $1 billion on the projects of the commonwealth over the next two yearsPaulson & Co., the hedge fund controlled by...
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Investors Set to Grow Alternative Assets Investment Teams
Preqin‘s latest survey of institutional investors globally that are active in alternative assets indicates that these institutions are growing increasingly proactive with their alternative asset...
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Paulson & Co. Acquires 19.35% Stake in Overseas Shipholding
Overseas Shipholding Group is one of the largest owners and operators of Jones Act vessels in the United StatesPaulson & Co. Inc., a hedge fund managed by billionaire John Paulson acquired...
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Balyasny Multi-Strategy Funds Gain In August
Balyasny's multi-strategy hedge funds made gains in Asian equities, consumer and utilities while losing in TMT and energy.Balyasny Asset Management, founded by Dmitry Balyasny, posted gains in its...
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TT European Fund Slips In August, Cautious On Euro Recovery
TT International notes there are limitations to the ECB's current ABS purchase program TT International believes that it is unlikely that the European Central Bank will take up a full-scale QE program,...
View ArticleThe U.S. hedge fund manager backing a major newspaper merger
Amid a business presentation heavy on numbers, Steven Shapiro slipped in this tidbit about what made a struggling U.K. bank an attractive investment to a hedge fund that specializes in distressed...
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“Is Your Hedge Fund Really Worth It?”
“Is Your Hedge Fund Really Worth It?” by Lee Levy “Is your hedge fund really worth it?” is a common question from investors these days. Many take a dim view of the hedge fund industry, offering some...
View ArticleSears Canada In It For The Long-Run, Says New CEO [The Fourth In Three Years]
TORONTO – The new CEO of Sears Canada wants to make it clear: the department store chain is not dead, and rumours about its inevitable demise are baseless. Mike Myers’ pitch for a flagging retailer:...
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