Articles by Jason Seo, CFA

By analyzing the 13F filings of Third Point, managed by Dan Loeb, we estimate that his large-cap stock picks (those with market caps between above $20 billion) returned, on average...

The 13F filings of Stephen Mandel, who manages Lone Pine Capital, reveal that his large-cap stock picks (those with market caps between above $20 billion) returned, on average...

By looking at the historical 13F filings of Steven Cohen’s SAC Capital, we calculate that his large-cap stock picks (those with market caps between above $20 billion) returned...

By analyzing the historical 13F filings of Blue Ridge Capital, managed by John Griffin, we estimate that his mid-cap stock picks (those with market caps between $10 and $20 billion...

Activist investors can be a good source of investment ideas.

According to our research, stocks bought by insiders demonstrate a small outperformance effect, which seems logical given the fact that insiders are the most knowledgeable about...

In looking through the historical 13F filings of Warren Buffett’s Berkshire Hathaway, we calculate that his mid-cap stock picks (those with market caps between $10 and $20 billion...

With the first quarter of 2014 behind us, we are eagerly awaiting the 13F filings of hedge fund managers, which will provide insight into which stocks they have been buying and...

John Paulson started his hedge fund, Paulson & Co., in 1994 using a merger arbitrage strategy.

We analyzed the historical 13F filings of Greenlight Capital, managed by David Einhorn, and our analysis showed that his large-cap stock picks returned 0.4% per month between ...

Unit Corp.

During the fourth quarter of 2013, Richard McGuire of Marcato Capital Management and Eric Bannasch of Cadian Capital increased their stakes in NCR Corporation (NYSE:NCR) significantly...

Numerous hedge fund managers bought Telephone & Data Systems Inc.

Initial Public Offerings (IPOs) can be an ideal way for investors to make a quick profit, especially if the company operates in a hot industry that garners a lot of market attention...

Numerous hedge fund managers purchased Class A shares of WhiteWave Foods Co (NYSE:WWAV) during the fourth quarter of 2013, including Phil Gross and Robert Atchinson of Adage Capital...

Activist investors Ricky Sandler of Eminence Capital and Clifton S.

Among the largest shareholders of Hubbell Inc.

Several hedge fund managers are betting on Blackhawk Network Holdings, Inc.

Several hedge fund managers newly purchased shares of GrafTech International Ltd (NYSE:GTI), including Peter Schliemann of Rutabaga Capital Management, Peter Muller of PDT Partners...

Relative to its small size, Era Group Inc (NYSE:ERA) generated outsized interest from hedge fund managers during the fourth quarter of 2013, with Richard Mashaal of Rima Senvest...

Carter's, Inc.

Many hedge funds purchased the shares of Cliffs Natural Resources Inc (NYSE:CLF) during the fourth quarter of 2013, including David Shaw of D E Shaw, Jim Simons of Renaissance...

Cracker Barrel Old Country Store, Inc.

While some investors focused on large-cap healthcare stocks during the fourth quarter of 2013, such as the purchase of HCA Holdings Inc (NYSE:HCA) by Larry Robbins' Glenview Capital...

Many ‘hedgies’ purchased shares of BJ's Restaurants, Inc.

Buying stocks alongside activist investors can be a profitable strategy.

Choosing good stocks is hard, even for investment professionals.

Spin-off situations tend to be good investment opportunities, as smaller divisions of larger companies tend to be misunderstood and incorrectly valued initially.

Beating the market can be difficult when picking stocks on your own.

Berkshire Hathaway, led by Warren Buffett, disclosed in an SEC filing that it will sell its Class B shares of Graham Holdings Co (NYSE:GHC) back to the company in exchange for...

In a 13D filing with the SEC, activist investor Paul Singer's Elliott Associates disclosed holding 5.4 million shares of Boyd Gaming Corp. (NYSE:BYD).

Jonathan Auerbach co-founded long/short equity fund Hound Partners with Scott McLellan in 2004, seeded by Tiger Management.

Jerome L. Simon founded Lonestar Capital Management in the summer of 1995.

Visium Asset Management, managed by Jacob Gottlieb, disclosed in an SEC filing that it initiated a 1.6 million position in AMAG Pharmaceuticals Inc.

Last night, Broadfin Capital, a healthcare focused hedge fund managed by Kevin Kotler, disclosed in a Securities and Exchange Commission filing that it has initiated a 3.5 million...

Jonathan Auerbach co-founded long/short equity fund Hound Partners with Scott McLellan in 2004, seeded by Tiger Management.

Investing is extremely difficult if you are focusing on large-cap companies and their short-term performance.

Cash rich technology stocks have been targeted by hedge funds because these companies trade at a discount to their peers. Carl Icahn has been forcing Apple Inc.

Beating the market can be difficult when picking stocks on your own.

Beating the market can be difficult when picking stocks on your own.

Many hedge fund managers, including Barry Rosenstein of Jana Partners, Nelson Peltz of Trian Partners, David E.

During the fourth quarter of 2013, AerCap Holdings NV (NYSE:AER) was a popular stock among hedge funds, with many managers, such as Eric Chen of Antipodean Advisors, Ross Margolies...

Among the top institutional owners of engineering and construction firm URS Corp (NYSE:URS) are several hedge fund managers with an activist bent, such as Barry Rosenstein of ...

Investing is extremely difficult if you are focusing on large-cap companies and their short-term performance.

Stan Druckenmiller is a billionaire, and was the long-time manager of Duquesne Capital. Now, he oversees a family office, but his investing strategy is mostly the same.