Hedge Funds

John Shapiro’s Value Investing Picks Pay Off Big Time In First Quarter

Express Scripts Holding Company
John Shapiro‘s equity holdings for his fund Chieftain Capital delivered an outstanding 10% weighted average return for the first quarter of 2015......(read more)

Encompass Capital Killed The Market in Q1: Newfield Exploration (NFX), Valero (VLO), Others Led the Charge

Newfield Exploration Co. (NYSE:NFX)
Todd Kantor runs Encompass Capital Advisors, a registered investment advisor headquartered in New York City right next to Grand Central Terminal. It was......(read more)

Yahoo! Inc. (YHOO), Staples, Inc. (SPLS), and AOL, Inc. (AOL) Among Activist Jeff Smith’s Worst Performing Picks in Q1

Jeff Smith
Jeffrey Smith’s Starboard Value LP had a solid first quarter, with its 16 long positions in stocks with a market cap above $1.0 billion delivering weighted......(read more)

Tesla Motors (TSLA), Citigroup (C) Can’t Stop Mangrove Partners From Handily Beating the Market

Tesla, is TSLA a good stock to buy, China, Jim Chanos, Corruption,
Nathaniel August’s Mangrove Partners had 18 positions at the end of 2014 in companies valued at $1 billion or more. Based on those positions, we’ve......(read more)

Apple Inc. (AAPL): Smart Money Underweight, Dumb Money Overweight

Carl Icahn Apple Inc AAPL
Barron’s published an article on Apple Inc. (NASDAQ:AAPL) this weekend arguing that investors may be holding too much of Apple which may create......(read more)

Microsoft Corporation (MSFT), Valeant Pharmaceuticals Intl Inc (VRX): Partner Fund Management’s Winning Bets in Healthcare and Tech

Vulcan Materials Company (NYSE:VMC)
Headquartered in San Francisco, Partner Fund Management was established in 2004 by Christopher Medlock James. Based on its latest 13F filing, the fund......(read more)

Hedge Fund Andor Capital Beats Mr. Market By Betting on Apple (AAPL), Twitter (TWTR), and Facebook (FB)

Apple, is AAPL a good stock to buy, Timothy Donald Cook, Tim Cook, charity, donation,
Daniel Benton, a former employee of Art Samberg’s Pequot Capital Management, founded Andor Capital Management in 2001 together with his colleague......(read more)

Hedge Fund News: Paul Singer, Eric Mindich, Jana Partners

Paul Singer ELLIOTT MANAGEMENT
Proxy Firm Backs One Elliott Nominee in Alliance Trust Battle (Bloomberg) A proxy voting company is backing one of three directors that Paul Singer’......(read more)

Alexander Roepers Selling Off Oil States International (OIS) Above $40, Plus a Look at His Q1 Performance

It appears Alexander Roepers’ Atlantic Investment Management has had a change of heart regarding Oil States International, Inc. (NYSE:OIS). After increasing......(read more)

H & R Block Inc (HRB), Nexstar Broadcasting Group, Inc. (NXST), IAC/InterActiveCorp (IACI): Daniel Lewis Hits A Home Run with His Top Picks

Daniel Lewis - Orange Capital
Daniel Lewis‘ Orange Capital posted a solid return for the first quarter, according to the returns of the majority of stocks from its equity portfolio......(read more)

Dorset Management Made a Bundle By Betting on Biotech and Energy; More Profits to Come?

Offshore Oil Drilling BP RIG ESV 2
David M. Knott’s Dorset Management seems to have had an excellent start to the year. Knott’s 55 picks from its 13F portfolio in companies with a......(read more)

Alibaba Group Holding Ltd (BABA) Can’t Stop Fang Zheng’s Keywise Capital From Dominating the S&P 500

Taiwan Semiconductor Mfg. Co. Ltd. (ADR)
Fang Zheng is managing director and CIO of Keywise Capital. Fang Zheng’s focus was primarily on Asia-based companies and his stock selections with......(read more)

Facebook Inc (FB), Apple Inc. (AAPL) Among Light Street Capital’s Top Picks That Blew Away the S&P 500 in Q1

FB, AAPL
Glen Kacher is president of Light Street Capital Management, a firm he founded in May of 2010. He started in the hedge fund industry at Julian Robertson......(read more)

James Pallotta’s Raptor Capital Hits Homerun with Hospira, Inc. (HSP)

Hospira, Inc. (NYSE:HSP)
Raptor Capital Management is a hedge fund founded by James Pallotta. As a part of Raptor Group Holdings, this hedge fund specializes in investing in public......(read more)

Weight Watchers (WTW)’ Horrid Q1 Not Enough to Stop North Tide Capital From Double Digit Returns

Teva Pharmaceutical Industries Ltd (ADR) (NYSE:TEVA)
Conan Laughlin’s North Tide Capital posted impressive first quarter returns of 10.1% from its 14 long positions in companies valued at $1 billion or......(read more)

Hedge Fund News: Marc Lasry, Ken Griffin, Nelson Peltz

AVENUE CAPITAL
Wall St Putting Cash on These Presidential Horses (CNBC) Wall Street’s political kingmakers are reaching for their wallets again. The presidential......(read more)

Horizon Pharma PLC (HZNP), Apple Inc. (AAPL): How Billionaire Mark Kingdon’s Picks Performed in Q1

Horizon Pharma
Kingdon Capital Management, a New-York based hedge fund, was founded by Mark E. Kingdon in 1983. Prior to this, he worked for AT&T and Century Capital......(read more)

Carbylan Therapeutics Inc (CBYL): Broadfin’s Latest Move and Market Smashing Q1 Returns Inside

Kevin Kotler
To say Kevin Kotler’s Broadfin Capital had exceptional Q1 returns from its 11 long positions in companies valued at $1 billion or more would be a gross......(read more)

United Therapeutics Corporation (UTHR), Amgen, Inc. (AMGN): Neil Shah’s Top Healthcare Picks Dominated S&P 500 Index in January-March

United Therapeutics Corporation (NASDAQ:UTHR)
March Altus Capital Management, headquartered in Greenwich, Connecticut, was founded by Neil Shah in December 2011.This healthcare focused fund follows......(read more)

Conatus Pharmaceuticals Inc (CNAT): Healthcor Takes Large Stake; See Conatus’ Needham Healthcare Conference Presentation Inside

150415_CNAT_Needham-page-001
Healthcor Management LP, managed by Arthur B. Cohen and Joseph P. Healey, has revealed a large new passive position in Conatus Pharmaceuticals Inc (......(read more)

Tesoro Corporation (TSO), Walgreens Boots Alliance Inc (WBA), and Impax Laboratories Inc (IPXL): Slate Capital’s Big Payoffs For the First Quarter

Tesoro Corporation
David Greenspan‘s Slate Path Capital staged an impressive performance in the first quarter, according to our metrics, which are based on the fund......(read more)

FireEye Inc (FEYE), Chicago Bridge & Iron Company N.V. (CBI): Trellus Management Company Scores Big From Bets on Tech & Industrials

FEYE_Smartphones_Hackers_Day
Adam Usdan’s Trellus Management Company hedge fund was set up in 1994 and its investment strategy focuses on small, mid and large-cap companies. With......(read more)

Rackspace Hosting, Inc. (RAX), Akamai Technologies, Inc. (AKAM), and Babcock & Wilcox Co (BWC): Friendly Activist Clifton Robbins’ Picks Inch Up in First Quarter

Clifton Robbins Blue Harbour
Clifton Robbins‘ Blue Harbour Group had a solid start this year, according to our data, which shows that the fund’s long equity positions......(read more)

DISH Network Corp (DISH), Amazon.com, Inc. (AMZN), Apple Inc. (AAPL): Jason Karp Continues to Outperform Other Managers

Jason Karp - Tourbillon Capital Partners
Jason Karp’s Tourbillon Capital Partners may bear the dubious number of 666 in our hedge fund database, but the fund’s returns have been anything......(read more)

Valeant Pharmaceuticals (VRX), CBS Corporation (CBS) and Sirius XM Holdings (SIRI) Pushed This Hedgie to 11.5% Q1 Returns

CBS Corporation (NYSE:CBS)
The equity portfolio of Peter Adam Hochfelder’s Brahman Capital enjoyed a strong first quarter, with its 13 long positions in companies valued at $1......(read more)
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