Hedge Fund News: Bill Ackman, David Einhorn, John Kinnucan, Ray Dalio…
Pershing Square Capital Management LP’s William Ackman, the activist hedge fund manager, said he’s willing to be patient as J.C. Penney Co. pursues a turnaround.
Author Archive - Bob Luochang Yu
Hedge Fund News: Klarman, Buffett, Rogers, Lampert, Ackman…
Seth Klarman’s classic Margin of Safety is the most concise introductory value investing book you can find. Or not find. It is famously rare.
Hedge Fund News: Brevan Howard, Jim Rogers, Bridgewater…
Brevan Howard is now the world’s top hedge fund manager by annualised net gains, new research suggests, following dramatic losses during 2011 at former number one Paulson & ...
Hedge Fund News: Peter Schiff, Jim Rogers, Marc Faber, John Paulson…
The gold doomsayers have found their champion in the media's favorite financial adviser and one of the world's richest men.
Hedge Fund News: Buffett & State Street, George Soros, Marc Faber’s Outlook…
Bloomberg's Betty Liu and Dominic Chu report that Warren Buffett, the former hedge fund manager who built Berkshire Hathaway Inc.
Hedge Fund News: Buffett, Klarman, D.E. Shaw, Lampert…
Bloomberg's Dominic Chu reports that Warren Buffett, the former hedge fund manager who built Berkshire Hathaway Inc.
Hedge Fund News: Feds Taped Cohen, Dalio Made $3 B In 2011, Insider Trading Cases…
Feds Taped Cohen's Calls In Insider Probe (FINalternatives)
Federal authorities recorded several of SAC Capital Advisors founder Steven Cohen's phone calls in the early stages of their wide-ranging insider-trading investigation.
Hedge Fund News, Ray Dalio’s Bridgewater, China Welcomes Foreign Hedge Funds, Jim Rogers and Commodities…
Bloomberg's Dominic Chu reports that Ray Dalio’s Pure Alpha hedge fund made $13.8 billion for its investors last year, while John Paulson lost clients almost $10 billion after...
Hedge Fund News, Jim Rogers, Warren Buffett, John Paulson…
Hedge fund assets under management could reach $2.13 trillion at the end of the year, as investors put more cash into the industry and managers report positive returns, a survey...
Hedge Fund News: Warren Buffett, John Paulson, Leon Cooperman…
Anita Nemes, Deutsche Bank AG's London-based global head of capital introduction, talks about the outlook for the hedge-fund industry.
Hedge Fund News: Buffett, Lampert, Klarman, Soros…
Warren Buffett bought oil stocks near the peak of an energy boom, declined to spend $35 million on a growing television station and swapped a Berkshire Hathaway Inc.
Hedge Fund News: Asia Hedge Funds, Rogers, Cohen, Kinnucan…
Wuzhu Asia Partners, founded by former director of Asia research at New York-based multi-billion dollar hedge fund Kingdon Capital Kyu Ho, is set to launch a pan-Asia long/short...
Hedge Fund News: Jim Chanos, Rogers, Baupost, Paulson…
Jim Chanos, founder of Kynikos Associates Ltd., Jamie Zimmerman, chief executive officer of Litespeed Management LLC, Michael Novogratz, principal at Fortress Investment Group...
Hedge Fund News: Ted Weschler, Travelodge, Hedge Fund February Redemptions
Berkshire Hathaway Inc. (BRK/A) boosted its stake in DirecTV and added holdings of Liberty Media Corp. and DaVita Inc.
Hedge Fund News: John Paulson, Jim Rogers, Marc Faber…
Gold traders are getting more bullish after billionaire hedge-fund manager John Paulson told investors it’s time to buy the metal as protection against inflation caused by government...
Hedge Fund News: Falcone & LightSquared, Hedge Funds Buy Banks, Insider Trading Cases…
Hedge fund manager Philip Falcone is ruling out a bankruptcy filing for his telecom startup LightSquared Inc, one day after U.S.
Hedge Funds Q4 Moves And Hedge Fund News: Paulson, Soros, Cohen, Einhorn…
Billionaire John Paulson, who controls an 8.4 percent stake in Hartford Financial Services Group Inc.
Hedge Fund News, January Performance, George Soros, Bruce Berkowitz…
Hedge funds increased bets on rising commodity prices to the highest since September on mounting confidence that growth in the U.S. will strengthen demand.
Hedge Fund News, Doug Whitman Insider Case, Soros, Rogers…
Whitman Capital LLC’s president was charged with taking part in two separate insider-trading conspiracies, using illegal tips on Google Inc., Polycom Inc.
Hedge Fund News, Insider Trading Cases, Buffett & Gold, Ken Fisher, and Soros…
Ferrous Resources Ltd., the iron-ore miner backed by billionaire Philip Falcone’s Harbinger Capital partners LLC, appointed Jayme Nicolato Correa as chief executive officer, ...
Hedge Fund News, Buffett, Falcone, Owl Creek, Paulson…
Warren Buffett, the billionaire chairman of Berkshire Hathaway Inc., said low interest rates and inflation should dissuade investors from buying bonds and other holdings tied ...
Hedge Fund January Performance, Insider Trading Cases, Soros, Ackman…
Mark Jurish, chief executive officer of Larch Lane Advisors, talks about hedge fund industry performance and strategy.
Hedge Fund Performance January 2012
HSBC published the Hedge Weekly for the week of Jan 30 to Feb 3, revealing a list of hedge funds’ performances in January 2012.
Hedge Fund News: Ackman & CP, LightSquared, Asia Hedge Funds…
Canadian Pacific Railway Ltd.’s (CP) support for Chief Executive Officer Fred Green doesn’t make sense because the company’s performance trails all of its North American...
Mason Hawkins Southeastern Asset Management Year-End Investor Letter
Mason Hawkins’ Southeastern Asset Management (www.southeasternasset.com) delivered its 2011 year-end investor letter.
Hedge Fund News: Buffett, Soros, Michael Hintze, Paulson…
Burlington Northern Santa Fe, the railroad controlled by Warren Buffett, plans $3.9 billion in capital spending this year, an increase of 11 percent from 2011, as the company ...
Hedge Fund News, John Taylor, Kyle Bass, Insider Trading Case, Etc…
John Taylor, founder of currency- hedge fund FX Concepts LLC, said he’s betting against the dollar after Federal Reserve policy makers extended their pledge to keep interest...
Lansdowne, Marc Faber, LightSquared, Fairholme, TPG & GlobeOp, Cohen & LA Dodgers…
Lansdowne Partners, one of Europe's biggest hedge fund managers, saw its flagship UK fund return 5.7 percent in January, in a sign the industry is benefiting from a rebound in...
Hedge Fund News, TPG Buys GlobeOp, Warren Buffett, George Soros, Super PAC, Etc…
TPG Capital LLP agreeed to buy GlobeOp Financial Services SA, a hedge fund administrator, for about 508 million pounds ($800 million).
Steven Cohen Reports 4.9% Stake in American Eagle $AEO
Steven Cohen’s SAC Capital Advisors revealed late yesterday that the firm now has 9.42 million shares of American Eagle Outfitters Inc.
Hedge Fund Lawsuits, Gottex Cuts Costs, Buffett, Soros, Citadel…
Swiss fund of hedge funds manager Gottex GFMS.S said it would slash running costs by 15 percent in 2012 after assets fell by some $1 billion (637 million pounds) from a year earlier...
Bruce Berkowitz’s Fairholme 2011 Year-End Result: Down 32%
Bruce Berkowitz’s Fairholme had a terrible 2011. The fund lost more than 32% over the year, and only remains less than $7 billion under management. (more…)
Ken Griffin’s Citadel Raised Stake In Basic Energy Services Inc.
Ken Griffin’s Citadel Investment Group disclosed today for its 6.5% passive stake in Basic Energy Services Inc. (BAS).
Hedge Fund News: Bluecrest, Japan’s Debt, Jim Rogers, Stock Picks…
Troy Gayeski, senior portfolio manager at SkyBridge Capital LLC, discusses liquidity conditions for hedge funds and high-yield bonds, and efforts by the U.S.
George Soros’ Speech At Davos World Economic Forum: Full Transcript
I have just published a book which tries to explain and, to the extent possible, predict the outcome of the euro crisis.
Bridgewater Returns 23%, David Einhorn Insider Trading Case
Texas’s Permanent School Fund may hire in-house money managers to oversee its $25 billion in assets because returns are being “eaten alive” by hedge-fund fees, according...
Insider Trading: Bill Ackman Is Still Bullish About $JCP, Bought More Shares
Bill Ackman filed his recent insider purchases in JC Penney Co Inc. (JCP).
David Einhorn, George Soros At Davos, Warren Buffett’s Secretary
The following day, a corporate broker from Firm X and Punch management had a 45-minute conference call with Einhorn, during which inside information was disclosed to him, the ...
George Soros At Davos World Economic Forum, On Europe And China
Legendary hedge fund billionaire George Soros is attending the World Economic Forum in Davos on Wednesday. (more…)
Buffett’s Berkshire Issues $1.7 Billion Bonds To Refinance Its Debt
Warren Buffett’s Berkshire Hathaway Inc. is preparing to issue $1.7 billion bonds to help refinance the debt that used to acquire Burlington Northern Santa Fe.
Mudd Steps Down From Fortress, Soros’ Warning, Hedge Funds And Greece…
Several high-profile hedge fund managers are preparing to strike out on their own this year, supported by strong followings and unfazed by a year of poor industry performance ...
Bill Ackman, Phil Falcone’s LightSquared, Hedge Funds and Greece
Canadian Pacific Railway Ltd (CP) said William Ackman's hedge fund Pershing Square Capital Management has asked to elect five of its nominees to the company's board as the proxy...
Ken Griffin – Citadel Year-End Investor Letter
We are pleased to report that Citadel Wellington LLC (“Wellington”) and Citadel Kensington Global Strategies Fund Ltd.
Hedge Fund Redemption Falls, Top Stocks Picked By Investment Banks, Buffett Blames For Romney’s Tax Rate, Etc…
Redemption requests by hedge fund clients have fallen to the lowest monthly level on record as improving market sentiment combined with a typical seasonal lull in asset re-allocation...
Buffett Sings At The Chinese Spring Festival
During the Chinese Spring Festival, Warren Buffett sent his greetings to the Chinese people. He said: “Hello, I’m Warren Buffett.
Nouriel Roubini And Ian Bremmer Talk About The Europe And China
Nouriel Roubini, the New York University professor who predicted the 2008 financial crisis, and Ian Bremmer, president of Eurasia Group, talk about the outlook for the global ...
Marc Faber: It’s Not a Good Investment to Choose Treasuries in America or in Germany
Faber doesn’t think U.S. stocks are particularly attractive right now, and he is in Switzerland at the moment.
Icahn Said to Buy LightSquared Debt, Seth Klarman Invests In Europe, Greece Nears Debt Deal, Etc…
Billionaire Carl Icahn has purchased debt from Philip Falcone’s LightSquared Inc.’s bondholders as the satellite-broadband-service provider struggles to start service, two...
Andrew Feldstein: “Credit Derivatives Are Incredible Valuable Tools”
Andrew Feldstein said: “I think credit derivatives are incredible valuable tools to the financial markets, and I think the financial markets would be much worse off without ...
