5 Big Dividend Stocks Billionaire John Paulson Loves (TheStreet)
“No one strategy is correct all the time,” John Paulson once said. But a dividend-focused approach drawing from his portfolio may not be a bad way to invest — or at least to go looking for ideas. Paulson, who founded hedge fund Paulson & Co. in 1994, has made a name for himself in mergers and acquisitions and event-driven investing. “Our goals are capital preservation, above average returns over the long-term, and low correlation to the markets,” the firm’s Web site reads. “All of our strategies are focused on compounding gains over the long-term.” Paulson’s tactics have paid off handsomely, resulting in millions and millions of dollars for clients. They have also boded well for Paulson himself — so well, in fact, that he had no problem giving up $400 million of his personal fortune in a donation to Harvard University in 2015, the institution’s largest gift ever.
Surge In Passive Strategies Will Be Boon – Hedge Fund Executive Okada (Reuters)
Money moving from hedge funds and other active investment managers to low-cost passive strategies will ultimately be a boon for professional money managers, according to Mark Okada, co-founder of Highland Capital Management. “All of this chasing of beta and passive management, et cetera, is just setting up for the next opportunity for alpha for active management,” Okada, also Highland’s chief investment officer, said on Thursday at the Alpha Hedge West conference in San Francisco. Beta refers to overall market gains, whereas alpha refers to the extra returns from a manager’s investment skill. Okada said Highland, an approximately $17 billion credit specialist based in Dallas, has produced strong returns in 2016, underscoring the value of investing in so-called alternative credit funds.
$1000 VISA Rewards Card For Referring A Friend Not Even The Shadiest Part Of California Hedge Fund’s Pitch (DealBreaker)
In the market for a new steward of your capital? Scared off by Bill Ackman’s love of burritos and Ray Dalio’s aggression towards wildebeests? Thinking that 60 percent monthly returns sounds totally legit? Looking to score a quick 1,000 bucks? Look no further than Young Capital Management! Carlsbad, California-based Young Capital Management has announced the launch of a fixed-income hedge fund that promises returns 60% a month to investors. In a statement, Young Capital said that returns are generated by buying and selling private contracts and private commercial transactions direct from refineries in defined industries – mainly petroleum products, minerals & mining, agriculture, energy, transportation, banking, finance and lending, real estate, and technology…
Hedge Funds Are Crowding Into These Stocks (CNBC)
Investors are always looking for ways to follow the so-called smart money and outperform. The strategy of buying the most crowded stocks owned by hedge funds beats the market, according to hedge-fund tracking firm Symmetric’s latest report. “Stocks where hedge funds own a large percentage of the float tend to outperform the SPY [S&P 500 ETF] by about 3.6% a year,” the firm wrote in a note to clients Thursday. “Some of the worst hit stocks may offer opportunities for buying by investors who seek to profit from the historical outperformance of crowded hedge fund names vs. the market,” the note said.
