Adage Capital’s Atchinson And Gross Trusted Fewer Fund Managers This Year [EXCLUSIVE]

Adage Capital's Atchinson And Gross Trusted Fewer Fund Managers This Year [EXCLUSIVE]

Adage Capital founders Robert Atchinson and Phillip Gross contribute large amounts of capital and assets to charity through their foundations, which, in turn, invest in various funds. Thus, we can get an idea of which fund managers they trust the most by reviewing the annual filings of their respective foundations. Unfortunately, both Adage Capital founders […] Read On »

"Persistent Price Reversals" Hurt This Macro Fund In May [Exclusive]

The Mission Crest Macro fund declined -0.6% in the month of May compared to a return of 0.89% for the HFRX Macro CTA Index benchmark. According to a copy of the fund's May investor update, which ValueWalk has been able to review, the Mission Crest fund is down -5.4% year-to-date, compared to a decline of […] Read On »

Charlie Munger's Advice For Managing Money

In 1999, Charlie Munger penned an investment Master Class, an article that "shreds the conventional wisdom" used by foundations to invest. While aimed at foundations, the article contained lots of lessons for individual investors. Munger directed his attacks mainly at the multiple layers of consultants and "investment councilors" employed by these large investors, in an […] Read On »

Copper Company Reaches Agreement To Expand Copper-Gold Project Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record. Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!

Alluvial Fund May 2023 Performance Update

Alluvial Fund performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more Alluvial Fund, LP returned 1.2% in May, compared to -0.9% for the Russell 2000 and -2.8% for the MSCI World Small+MicroCap. Since inception, Alluvial Fund, LP has returned 115.8% compared to 41.3% for the Russell 2000 and 50.7% […] Read On »

Bonhoeffer Fund May 2023 Performance Update

Bonhoeffer Fund's performance update for the month ended May 31, 2023. Q1 2023 hedge fund letters, conferences and more The Bonhoeffer Fund returned -1.3% net of fees in March, for a year-to-date return of 1.7%.   Bonhoeffer Fund, LP, is a value-oriented private investment partnership for accredited investors. The Fund's objective is to grow capital […] Read On »

How Buffett Made Money From "Workouts"

In the early years of the Buffett Partnerships, Warren Buffett made a lot of money for his investors by buying "oil and gas producing companies." But he wasn't buying any old oil and gas companies. He was acquiring shares in businesses in the process of selling themselves to a larger competitor. These situations fell into […] Read On »

Amazon And The AI War: iRobot Acquisition In Focus

Key Points Amazon's deal to buy iRobot gets closer to completion.  iRobot is a consumer brand built on AI applications.  The consumer angle is interesting, but the AI angle is… Read On »

What Does Logitech CEO's Abrupt Departure Mean?

Key Points On June 13, 2023, Logitech announced the resignation of its CEO and President Bracken Darrel, effective immediately, to be replaced temporarily by board member Guy Gecht. Darrel will… Read On »

Why Options Traders May Be Targeting America's Diner Denny's

A final burst of 'revenge travel' may help support DENN stock After a three-day Juneteenth weekend that saw U.S. travelers take to the roads in record numbers, shares of self-labeled… Read On »

What To Do With Your 401(k) During A Recession?

There's been a lot of press in the last year dedicated to asking whether or not we're in a recession. Because the National Bureau of Economic Research (NBER) calls recessions… Read On »

Attention High Earners: You're Not Taking Retirement Seriously Enough

Higher-income households are more likely to overestimate their retirement readiness, according to a new analysis from the Center for Retirement Research at Boston College. The findings underscore the importance of… Read On »

Hedge Funds Returns Up 0.4% In May 2023

According to exclusive new data from the Citco group of companies (Citco), the global alternative investment asset servicer with over $1.8 trillion in assets under administration, hedge funds delivered another… Read On »

Resurgence Of ILS: Why Reinsurance Is One Of The Top Performing Hedge Fund Strategies Year-To-Date

The hedge fund industry's performance has been underwhelming thus far in 2023. The HFRI Index shows year-to-date returns through May of only +1.25%, and most strategies' returns range between -2.5%… Read On »

Why Emerging Market Debt Should Be A Key Component For A Diversified Portfolio

Kristin Ceva is a managing director and Senior Portfolio Manager directing emerging market debt strategies at Payden & Rygel, a global asset management firm. She was recently asked about the… Read On »

Why Is Apartment Rent Rising? No Worries, It's Just a Seasonal Thing.

Dwellsy's May data report reveals that while apartment rent continues to creep upward, price increases are still in the "expected" realm—and overall, the market can look forward to a period… Read On »

Total Construction Starts Rebound In May

Manufacturing and infrastructure lead the sector with large gains, residential sees double-digit decline HAMILTON, NJ —June 20, 2023 — Total construction starts rose 8% in May to a seasonally adjusted… Read On »

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