Bain Capital’s New Fund Terms Pass Muster in New Mexico (The Wall Street Journal) Bain Capital’s latest flagship fund provides some fee flexibility...
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August 26 - Hedge Funds, Insider Trading - Comments
Steve Cohen Outed as Mystery Buyer of $91 Million Koons Bunny (Bloomberg) Steve Cohen was unmasked by Artnet as the mystery buyer of a Jeff Koons rabbit...
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May 21 - Hedge Funds, Insider Trading - Comments
Investors looking to transition towards a stable, income generating stock portfolio as they enter their retirement years should give serious consideration...
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November 11 - Dividend Stocks, News, Retirement - Comments
Billionaire David Abrams founded in 1999 in Boston. The fund follows a fundamental, value-oriented approach and its investments are made with a focus...
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August 19 - Hedge Funds, News - Comments
Notable value investor and billionaire Michael Price recently has revealed his equity portfolio as of the end of 2016 via a 13F filing submitted with...
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February 20 - Hedge Funds, News - Comments
Each week I review the list of dividend increases as part of my monitoring process. This exercise is helpful in evaluating how my existing holdings are...
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December 19 - Dividend Stocks, News, Stock Analysis - Comments
The Sohn Investors/Capitalize for Kids Conference recently took place in Toronto, Canada, during which a number of top investment managers pitched their...
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November 3 - Hedge Funds, News - Comments
Abrams Capital Management, the Boston-based hedge fund headed by reclusive billionaire David Abrams, recently submitted its 13F filing with the SEC for...
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September 25 - Hedge Fund Analysis, Hedge Funds, News - Comments
The recently-submitted 13F filing by billionaire Mason Hawkins‘ Southeastern Asset Management seems to suggest that the famed value-focused hedge...
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September 8 - Hedge Funds, News - Comments
Most hedge funds don’t make as much money as they did in the 1990’s and the first half of the previous decade, where alpha in excess of 10% was...
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June 10 - Hedge Funds, News - Comments
Billionaire David Abrams currently manages Abrams Capital Management LP, a Boston-based hedge fund he founded in 1999. Mr. Abrams has never been seen...
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May 19 - Hedge Fund Analysis, Hedge Funds, News - Comments
The markets opened lower today after the Labor Department reported that the Consumer Price Index increased by 0.4% in April, the largest monthly gain...
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May 17 - Market Movers, News - Comments
Pzena Investment Management is a value-oriented investment management firm founded by Richard S. Pzena in 1995. The firm’s investment philosophy solely...
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May 11 - Commodities, Dividend Stocks, Hedge Fund Analysis, Hedge Funds, News - Comments
A lot of people like to “cheer” for higher prices in the short-term. Yet for the long-term net buyer, it’s lower prices that can provide the ultimate...
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April 19 - Dividend Stocks, News, Stock Analysis - Comments
While billionaire David Abrams may be somewhat reclusive, he is nonetheless well known in the investing world due to his stock picking skills and the...
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February 17 - Hedge Fund Analysis, Hedge Funds, News - Comments
Highfields Capital Management, founded by Jonathon Jacobson and Richard Grubman in 1998, is one of the titans in the hedge fund industry. Because...
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December 7 - Hedge Funds, News - Comments
Franklin Resources, Inc. (NYSE:BEN) manages the Franklin and Templeton families of mutual funds. The company was founded in 1947 and has paid increasing...
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October 22 - Dividend Stocks, News, Stock Analysis - Comments
Changing jobs is one of the most stressful things you’ll ever have to do. In the midst of making new working relationships and handling tons of...
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August 29 - News - Comments
The Blackstone Group L.P. (NYSE:BX) is a stalwart in the equity portfolios of many investors, but it’s worth analyzing what the stock’s richest...
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August 27 - News - Comments
BlackRock, Inc. (NYSE:BLK) investors: listen up. In today’s marketplace, there are many methods investors can use to watch Mr. Market. A pair of the...
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August 25 - News - Comments
To many market players, hedge funds are viewed as useless, outdated investment vehicles of a forgotten age. Although there are more than 8,000 hedge funds...
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August 23 - News - Comments
Are the world’s richest investors smart to sell State Street Corporation (NYSE:STT)? In the 21st century investor’s toolkit, there are plenty...
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August 22 - 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
We track quarterly 13F filings from hundreds of hedge funds, including David Winters’s Wintergreen Advisors, as part of our work developing investment...
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July 15 - Hedge Funds - Comments
Asset management companies basically run mutual funds and provide investment advisory services to high net-worth individuals and institutions. They are...
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July 5 - News - Comments
State Street Corporation (NYSE:STT) is one of the leading bank holding companies that serves institutional investors. The company has over $25 trillion...
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June 17 - News - Comments
Last week, the Bank of Japan’s decision to maintain its monetary easing policy wasn’t taken at face value by the markets. The fear is that central...
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June 17 - News - Comments
Millions of investors use mutual funds for retirement or to pay for college tuition. What many of them don’t realize is that the mutual fund companies...
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June 7 - News - Comments
Mutual funds have dominated the investment landscape among individual investors for generations, offering access to professional money management of diversified...
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June 4 - News - Comments
Is State Street Corporation (NYSE:STT) a sound investment now? The best stock pickers are getting less bullish. The number of long hedge fund bets shrunk...
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May 24 - News - Comments
Prospector Opportunity Fund (POPFX) is a top ranked fund by Morningstar (five stars). Although it is a decent fund in good markets, it is the down markets...
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May 17 - News - Comments
Investors have always been interested in stocks that pay dividends, but lately, low interest rates on bonds and other fixed-income investments have made...
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May 15 - News - Comments
A filing with the SEC has revealed that BlackRock, Inc. (NYSE:BLK) Board member Thomas Montag directly purchased 5,000 shares of stock in the $43 billion...
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April 23 - Insider Trading - Comments
Is Franklin Resources, Inc. (NYSE:BEN) a good investment now? Prominent investors are getting more optimistic. The number of long hedge fund positions...
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April 5 - News - Comments
Stashing money in our 401(k)s is the best way to save for retirement. Many savers already know this and contribute healthy chunks of their paychecks to...
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February 20 - News - Comments
After years of outflows from equity funds should investors finally invest in the asset managers as the money starts flowing back? One key to the equation...
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February 13 - News - Comments
BlackRock, Inc. (NYSE:BLK) Board member John Varley has purchased 427 shares of the company’s stock at an average price of $233.59 per share, bringing...
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January 22 - Insider Trading - Comments
It’s supposed to be hard to find good companies with excellent management teams selling at cheap prices, and David Winters of Wintergreen Advisors has...
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January 7 - Hedge Funds - Comments
Hedge Funds Led by Paulson Bet on Nexen Offer: Corporate Canada (SFGate) Paulson & Co., the hedge fund run by billionaire John Paulson, and mutual...
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November 20 - Hedge Funds - Comments
Recent filings with the SEC have disclosed that between his direct holdings and indirect forms of ownership such as a controlled LLC and a trust, BlackRock...
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October 23 - Insider Trading - Comments
Insider trading activity is always an important indicator to track, and it’s usually better to emulate bullish corporate execs than their bearish...
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October 11 - Insider Trading - Comments
According to a filing with the SEC, billionaire Nelson Peltz’s Trian Partners is down to 12.9 million shares of Legg Mason, Inc. (NYSE:LM). The fund...
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October 1 - Hedge Funds - Comments
Is Lululemon Athletica (LULU) About to Get ‘Einhorned’ (StreetInsider) Another day, another David Einhorn rumor. Today, market chatter suggests...
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September 19 - Hedge Funds - Comments
Jim Simons’ Medallion Fund is a phenomenon, by far the best hedge fund with 34% annual alpha. The problem is its strategy has a size constraint...
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February 13 - News - Comments
