July Hedge Fund Newsletter: Multi- Strategy Funds Fight For Talent

July Hedge Fund Newsletter: Multi- Strategy Funds Fight For Talent

Welcome to our latest issue of ValueWalk's hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, […] Read On »

Carlson Highlights Extreme Anxiety In Event-Driven Market Amid Regulatory Changes [Exclusive]

Carlson Capital's Double Black Diamond fund declined 2.83% net in May, bringing its year-to-date return to 0.34% net. The fund's equity relative strategy continued to dominate its returns, but losses in its event-driven strategy, strategic investments and center book more than offset those gains. Fund Performance In his June letter to investors, which was obtained […] Read On »

Arnott Capital – May Performance Update

Arnott Capital commentary for the month of May ended May 31, 2023. The fund returned positive 0.99% for the month of May 2023. Net exposure averaged 35% long, while gross averaged 85%. This brings our calendar year return to negative 2.62% and since inception return to positive 20.84% p.a. net of fees. Q1 2023 hedge […] 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!

These Are Bill Ackman's Favorite Hedge Funds And Private Equity Funds

Like many well-known hedge fund managers, Bill Ackman is involved with charity work through the work and grant-making activities of his own foundation, the Pershing Square Foundation. A few years ago, activist investor Ackman was well-known for making waves in the stock market. However, amid the increasing regulatory scrutiny of short-sellers, the Pershing Square Capital […] Read On »

This Value Investor Thinks We're About To Enter A Bull Period For Value

One of the long-running debates among investing professionals is the growth versus value debate. Of course, the last few years have shown how each factor can outperform the other in different macro environments, so history has much to teach on the subject. At the Ben Graham Centre's 2023 Value Investing Conference, hosted by Ivey Business […] Read On »

Charlie Munger's Advice On Life And Investing From 2011

Between 1984 and 2011, Charlie Munger, the vice-chairman of Berkshire Hathaway and Warren Buffett's business partner, served as CEO and Chairman of Wesco Financial, and the company's AGMs became one of the must-attend events on the calendar for value investors. Munger ran Wesco as a mini Berkshire, although it did have a different strategic focus […] Read On »

DWF Labs Doubles Down on Conflux with $28 Million Invested

Hong Kong, China, June 28th, 2023, ChainwireDWF Labs, the global digital asset market maker, and multi-stage Web3 investment firm, has further strengthened its commitment to support the growth of Conflux,… Read On »

Sleep-At-Night Stock Sherwin-Williams Is Ready To Rebound

Key Points Sherwin-Williams is a sleep-at-night stock that is getting attention from analysts.  The capital returns are solid and should continue unabated.  The long-term outlook includes S&P 500-beating performance.  5… Read On »

Is Diablo IV Causing a Resurgence in Activision Blizzard Stock?

Key Points Diablo IV is the fastest-selling game in Blizzard's history, surpassing $666 million in sales during the first five days of release. Microsoft offered to acquire Activision Blizzard in… Read On »

MongoDB: An AI Play That's About To Boil Over

Key Points MongoDB is moving higher under the influence of analysts.  The Q1 results and guidance have the company on track to triple in size.  Deals with Google and Amazon… Read On »

Is Your Retirement Administered By Qualified People?

With an insurmountable amount of tools and resources at your fingertips, you could theoretically plan your own retirement. Examples include Money's asset allocation calculator and retirement planning calculator, as well… Read On »

The World's First Institutional Grade Digital Assets Platform Launched

The Bahamas, 16th June 2023 - Avantgarde Finance Group is partnering with Agio Digital, a digital assets and fund services platform, to offer the first ever institutional-grade on-chain crypto products. Using… Read On »

63% Of The 500 Largest U.S. Public Companies Are Voluntarily Reporting On Scope 3 Emissions

A new report produced by Insightia, a Diligent brand, reveals mounting pressure on organizations to enhance climate disclosures, with ESG proposal filings hitting record levels New York, June 27, 2023… Read On »

Artificial Intelligence Envy

Dear fellow investors,  Charlie Munger says, "Envy is a really stupid sin because it's the only one you could never possibly have any fun at." The stock market is always… Read On »

Five Ways AI Is Automating Employee Onboarding: Why HR Managers Should Listen

Artificial Intelligence (AI) continues to prove itself as a valuable organizational asset for business leaders and human resource managers looking for new possibilities to win the talent battle in an… Read On »

Hunter Biden Plea Deal May Be Challenged At July 26th Hearing

Hunter Biden Plea Deal May Be Challenged at July 26th Hearing; Republicans Claiming Evidence of More Wrongdoings May Challenge Republicans May Challenge Hunter Biden Plea Deal WASHINGTON, D.C. (July 27,… Read On »

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