Stanley Druckenmiller on Budget Deal: Politicians will Act this Way Until the Markets ‘Revolt’ (CNBC) Billionaire hedge fund manager Stanley Druckenmiller...
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July 23 - Hedge Funds, Insider Trading - Comments
Do you know which are the 16 biggest commercial banks in New York City? Let’s start with what is a commercial bank. A commercial bank is an institution...
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February 2 - Lists, News - Comments
Financial stocks have had a volatile year, as the market has constantly speculated about the timing of an interest rate hike out of the Federal Reserve...
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November 29 - Hedge Funds, News - Comments
Nelson Peltz’s Trian Fund Management is one of the best-known activist hedge funds in the world, managing about $13.8 billion in assets. In its latest...
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November 22 - Hedge Fund Analysis, Hedge Funds, News - Comments
Billionaire Mario Gabelli, who manages around $37.5 billion through his hedge fund GAMCO Investors, was one of the few Wall Street titans who had predicted...
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November 21 - Hedge Funds, News - Comments
With the US elections over, the markets around the world plunged being “stunned” by the victory of Donald Trump, who defied all odds. Nevertheless...
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November 9 - Insider Trading, News - Comments
Given that various leading hedge fund managers gathered at the Invest For Kids Chicago conference on October 27, Insider Monkey has put together a list...
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October 30 - Hedge Funds, News, Tech - Comments
Keeping tabs on insider trading behavior represents a crucial part of some investors’ security analysis process. After all, past research shows that...
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October 27 - Insider Trading, News - Comments
Marcato Capital Management is a San Francisco-based hedge fund sponsor that Richard McGuire founded in 2010, after leaving Bill Ackman‘s Pershing...
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August 30 - Hedge Funds, News - Comments
With the latest quarterly 13F filings having been released, Insider Monkey has done the hard work of parsing through the position changes among the...
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August 28 - Hedge Funds, News - Comments
The market is mixed on Thursday with Dow Jones and S&P 500 slightly in red, while NASDAQ has inched up since the opening bell as companies continue...
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July 21 - Earnings Report, Market Movers, News - Comments
How are banking stocks usually reacting to an interest-rate hike? While one rule of thumb says most bank stocks tend to outperform following an interest...
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June 6 - Hedge Fund Analysis, Hedge Funds, News - Comments
Scion Asset Management, the second hedge fund founded by Dr. Michael Burry of ‘Big Short’ fame, made its US equity portfolio highly concentrated...
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May 31 - Hedge Funds, News, Tech - Comments
The legendary investor Mario Gabelli is one of the first advocates and practitioners of value investing. He founded GAMCO Investors in 1977. Deducing...
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May 19 - Hedge Funds, News - Comments
Since being established in November 2005, the activist fund Trian Partners has worked with the management teams of a number of under-performing companies...
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May 19 - Hedge Funds, News - Comments
Warren Buffett’s Berkshire Hathaway outperformed the S&P 500 by 11.1% per year from 1965-2015, generating an overall gain of 1,598,284% compared...
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May 18 - Dividend Stocks, News, Stock Analysis - Comments
The dollar value of insider selling in April was the second-lowest monthly total in the past 12 months, which may serve as a promising indicator for...
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May 3 - Commodities, Insider Trading, News - Comments
Famed activist investor Nelson Peltz founded Trian Partners in 2005 and has built it into a financial powerhouse that oversees more than $12 billion...
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April 30 - Hedge Fund Analysis, Hedge Funds, News - Comments
Warren Buffett’s Berkshire Hathaway outperformed the S&P 500 by 11.1% per year from 1965-2015, generating an overall gain of 1,598,284% compared...
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April 26 - Dividend Stocks, News, Stock Analysis - Comments
The ensuing volatile markets have cast a serious dent in the portfolios of most hedge funds. However, John Horseman‘s London-based hedge fund, Horseman...
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February 17 - Hedge Funds, News - Comments
With the Federal Reserve having raised interest rates for the first time since 2007, many investors are rotating into banking stocks, many of which stand...
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December 19 - Hedge Funds, News - Comments
Professional money managers are quick to judge when things start to turn sour for a particular company. Generally, it would do retail investors well ...
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December 11 - Hedge Funds, News - Comments
Mario Gabelli‘s GAMCO Investors is one of the funds that has been consistently beating the S&P 500 over the long term, since its inception in...
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October 27 - Hedge Funds, News - Comments
John Horseman founded Horseman Capital, a London-based long/short equity hedge fund, about a decade-and-a-half ago. The fund has grown by leaps-and-bounds...
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October 24 - Hedge Fund Analysis, Hedge Funds, News - Comments
The broader market sell-off that occurred during the third quarter lowered the valuations of most U.S-listed companies, which became a more attractive...
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October 22 - Hedge Fund Analysis, Hedge Funds, News - Comments
Mario Gabelli of GAMCO Investors identified some sectors which may offer opportunities for investors in a discussion on Fox Business Network. Speaking...
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October 6 - Hedge Funds, News - Comments
The Federal Reserve’s decision not to go for a rate hike on Thursday has surely put downward pressure on the banking industry. Interest rates continue...
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September 21 - Hedge Funds, News - Comments
The financial services sector is up by nearly 11% year-to-date, according to Morningstar data. The banking industry has contributed somewhere between...
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September 4 - Hedge Funds, News - Comments
Billionaire Mario Gabelli of GAMCO Investors is arguably one of the most revered value investors on Wall Street today. GAMCO Investors recently filed...
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August 10 - Hedge Fund Analysis, Hedge Funds, News - Comments
We have extricated the top five companies that have the blessings of two of the best value investors in business today, Donald Yacktman (pictured) and...
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June 15 - Hedge Funds, News - Comments
In the latest development regarding Richard McGuire‘s Marcato Capital Management and the recent target of its activism, Sothebys (NYSE:BID), the...
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June 11 - Hedge Funds, News - Comments
Scanning through the equity holdings of Donald Yacktman‘s Yacktman Asset Management as of the latest 13F reporting period, we studied his top...
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May 7 - Hedge Funds, News - Comments
GAMCO Investors, a fund run by billionaire Mario Gabelli, is one of more than 700 funds that we track at Insider Monkey. The fund has beaten the S&...
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May 7 - Hedge Funds, News - Comments
Incorporated in 2001, Horseman Capital Management, a London-based fund managed by John Horseman has recently issued its 13F filing for the end of the...
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April 29 - Hedge Funds, News - Comments
Mick McGuire‘s Marcato Capital Management has released a damning presentation on Bank of New York Mellon Corp (NYSE:BK) as it continues to push...
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April 9 - Hedge Funds, News - Comments
Activist investor Mick McGuire of Marcato Capital Management on Tuesday sent a letter to the lead director of Bank of New York Mellon Corp (NYSE:BK)...
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March 10 - Hedge Funds, News - Comments
Nelson Peltz‘s Trian Partners has recently reported increasing its activist stakes in two companies: Bank of New York Mellon Corp (NYSE:BK) and...
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March 2 - Hedge Funds, News - Comments
Richard McGuire’s Marcato Capital has made two important filings with the SEC in recent days, both of which we’ll cover in this article. Firstly,...
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February 23 - Hedge Funds, News - Comments
Nelson Peltz’s Trian Fund Management continues to raise its exposure to Bank of New York Mellon Corp (NYSE:BK), purchasing another 273,000 shares at...
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February 3 - Hedge Funds, News - Comments
This Wednesday, John Horseman’s Horseman Capital Management filed its 13F Form with the U.S. Securities and Exchange Commission, disclosing its equity...
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January 16 - Hedge Funds, News - Comments
Just days after raising their stake in Investors Bancorp, Inc. (NASDAQ:ISBC), Blue Harbour Group has shed just over 2 million of those shares to fall...
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January 15 - News - Comments
The 13F season for the third quarter ended last week and, as I went through some major funds’ filings, I came across Andreas Halvorsen’s Viking Global...
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November 20 - Hedge Funds, News - Comments
On this day in economic and business history… An eight-decade stretch of American finance without central-banking oversight began on Sept. 10, 1833...
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September 11 - News - Comments
With recovery in the global economy and volatility in the global equity, bond, and currency market, demand is increasing for fund management companies...
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July 18 - News - Comments
On this day in economic and business history… The United States celebrates its independence on July 4, but the worlds of business and finance don...
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July 5 - News - Comments
On this day in economic and business history… JPMorgan Chase & Co. (NYSE:JPM) was already one of the world’s largest banks when it merged...
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July 5 - News - Comments
The Fed just tightened regulations on America’s largest banks. If you’re “too big to fail,” you’ll have to live up to premium...
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July 3 - News - Comments
When the Article 77 hearing in a New York City courtroom went on hiatus earlier this month, Justice Barbara Kapnick told Bank of America Corp (NYSE:...
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June 28 - News - Comments
Following the past two days of declines, the Dow Jones Industrial Average 2 Minute (INDEXDJX:.DJI) was back in positive territory for a brief time this...
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June 24 - News - Comments
If there’s one thing that must raise the hackles of Goldman Sachs Group, Inc. (NYSE:GS) CEO Lloyd Blankfein, it’s the term “great vampire...
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June 14 - News - Comments
