Saturday, July 08, 2023

Bonhoeffer Fund Adds Undervalued Growth Opportunities



Bonhoeffer Fund Adds Undervalued Growth Opportunities
Keith Smith's Bonhoeffer Fund returned 5.5% net of fees in the first quarter of 2023 according to the fund's first quarter letter to investors, which ValueWalk has been able to review. That's compared to 8% for the MSCI World ex-US index and 6.5% for the DFA International Small Cap Value Fund, "our closest benchmark." Bonhoeffer […]
These Are John Griffin's Favorite Venture Capital Funds
Maverick CapitalMany well-known hedge fund managers donate large amounts of money every year, and many do so through their own foundations. Although he shut down his hedge fund Blue Ridge Capital in 2017, the legendary value investor and Tiger cub John Griffin is still involved in investing through his foundation. According to its 990 for the […]
These Are Wallace Weitz's Favorite Funds
InvestmentMany billionaire investors are also well-known philanthropists, and some of them even donate through their own charities. Wallace Weitz of the value-focused boutique manager Weitz Investment Management is among the well-known asset managers who have their own foundations and use them to dole out their cash. We can get an idea about which fund managers […]
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 Jeff Aronson's Favorite Hedge Funds
Hedge FundsMany reputable hedge fund managers donate millions of dollars to charity every year, and Jeffrey Aronson of Centerbridge Capital is among those with their own foundation. We can get an idea of the hedge fund managers he trusts the most by looking at where his foundation invests its money. According to its 990 for the […]
How One Emerging Fund Manager Is Bringing AI To Value Investing
Artificial IntelligenceWhen Benjamin Graham developed the concept of value investing in the 1920s, artificial intelligence and related technologies were many decades away. However, today is bringing new opportunities for fund managers who combine the latest in technology with the brand of investing that made Warren Buffett one of the wealthiest people in the world. Saguaro Capital […]
Q2 2023 Hedge Fund Letters Now Live!
Southpoint fundsQ2 2023 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, their investment process, their returns, and much more! This page is updated frequently, VERY FREQUENTLY, daily, or sometimes multiple times a day. As we get new letter coverage […]

Order From U.S. Army Fuels Surge In Enovix Stock
Key Points Enovix receives a purchase order from the U.S. Army, propelling its stock higher. Analysts maintain a bullish outlook on Enovix, predicting a potential 68% upside in the stock.…
Complaint Challenging Legacy Admissions Faces Legal Problems
Complaint Challenging Legacy Admissions Faces Legal Problems; Those Lacking Parental Links to Harvard Are Not a Protected Class Ban On Racial Preferences In Admissions WASHINGTON, D.C. (July 7, 2023) - In…
The Bottom Is In For Mullen Automotive
Key Points Mullen Automotive guided for production and ramping revenue to begin this quarter.  The company's cash position and undervalued stock led to a substantial share repurchase plan.  Short-sellers remain…
Could Meta Be Risking Another Sell Off With Its New "Threads"?
Key Points Meta Platforms has announced its latest move to compete for even more eyeballs; its new short-form written content platform seeks to compete with Twitter.  The last time the…
Graduating with Debt? Here's How to Manage Your Student Loans Like a Pro
Quality education doesn't come with a sticker price, they say. However, with an average college loan debt of $37,338, you wouldn't like feeling down on your graduation day. Earning your…
3 Rules For Investing In AI
When the greatest trader of our generation makes a prediction, I listen. Steve Cohen amassed a $17.5 billion fortune by creating one of the most successful hedge funds of all…
The Stock Market Is Starting To Exhibit Some Healthier Signs Of Broadening Out
For weekend reading, Bryan Perry, Senior Director with Navellier Private Client Group, offers the following commentary: Having been led by the "Magnificent Seven" mega-cap tech stocks, the stock market is…
Money Market Funds Report First Inflow In Four Weeks
During LSEG Lipper's fund-flows week that ended July 5, 2023, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in three,…
CPI Deceleration May Convince The Fed To Pause Again
In his podcast addressing the markets today, Louis Navellier offered the following commentary. If you wish to listen to this commentary, please click here. Labor Department Figures Are More Muted…
Here's How Much The Average Person Lost In Retirement Savings In 2022. How Do You Compare?
Even investors who understand that the stock market is volatile did not feel good about the losses stocks posted during 2022. The Standard & Poor's 500 Index dropped by nearly…
Still want more?
Value Walk
You are getting this email as you're subscribed with this address: kroncheez@gmail.com.
UNSUBSCRIBE | PRIVACY POLICY
© 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED


0 Comments:

Post a Comment

<< Home