Was Starboard Value’s Jeffrey Smith Wrong about Newell Brands (NWL)?
In April last year, Starboard Value’s Jeff Smith discussed in a CNBC interview his opinions on the changes that Newell Brands (NASDAQ:NWL) was going......(read more)
Posts Tagged ‘Yahoo Finance’
Were Hedge Funds Right About Alibaba Group Holding Limited (BABA)?
Hedge fund managers like Andreas Halvorsen, Chase Coleman, or Carl Icahn became billionaires through reaping large profits for their investors, which......(read more)
Were Hedge Funds Right About Visa Inc (V)?
With the fourth-quarter round of 13F filings behind us it is time to take a look at the stocks in which some of the best money managers in the world preferred......(read more)
Were Hedge Funds Right About Facebook Inc (FB)?
Amid an overall market correction, many stocks that smart money investors were collectively bullish on tanked during the fourth quarter. Among them, Amazon......(read more)
Are Hedge Funds Right About Berkshire Hathaway Inc. (BRK-B)?
Reputable billionaire investors such as Jim Simons, Cliff Asness and David Loeb generate exorbitant profits for their wealthy accredited investors (a......(read more)
Were Hedge Funds Right About Alphabet Inc (GOOGL)?
“Market conditions are changing. The continued rise in interest rates suggests we are in the early stages of a bond bear market, which could intensify......(read more)
Were Hedge Funds Right About Amazon.com, Inc. (AMZN)?
World-class money managers like Ken Griffin and Barry Rosenstein only invest their wealthy clients’ money after undertaking a rigorous examination......(read more)
Were Hedge Funds Right About Apple Inc. (AAPL)?
Most investors tend to think that hedge funds and other asset managers are worthless, as they cannot beat even simple index fund portfolios. In fact,......(read more)
Were Hedge Funds Right About Microsoft Corporation (MSFT)?
The elite funds run by legendary investors such as David Tepper and Jeff Ubben make hundreds of millions of dollars for themselves and their investors......(read more)
ValueAct Capital’s CBRE Recommendation Delivers 150% Gain
This is how we shared Jeff Ubben’s CBRE Group Inc (NYSE:CBRE) stock pitch more than 6 years ago: “On October 2, 2012, ValueAct Capital‘......(read more)
Roger Ibbotson’s Zebra Capital Management’s Return, AUM, and Holdings
Eighteen years ago, Professor Emeritus of Finance at Yale University, Roger Ibbotson, founded its investment management firm called Zebra Capital Management......(read more)
Jonathan Barrett’s Luminus Management’s Return, AUM, and Holdings
Luminus Management is an investment management firm that was founded back in 2002. It provides offices in New York City, NY, and Houston, Texas. Paul......(read more)
Steven Tananbaum’s GoldenTree Asset Management’s Return, AUM, and Holdings
One of the largest global asset management firms focused on credit, GoldenTree Asset Management, was founded back in 2000 by Steven Tananbaum, and it......(read more)
The Perils of Investing Idol Worship: The Kraft Heinz Co (KHC) Lessons!
On February 22, Kraft Heinz Co (NASDAQ: KHC) shocked investors with a trifecta of bad news in its earnings report: sub-par operating results, a mention......(read more)
Richard S. Pzena’s Pzena Investment Management’s Return, AUM, and Holdings
Pzena Investment Management is a value-oriented hedge fund that was launched back in 1996, by Mr. Richard S.Pzena, who is the fund’s Chief Investment......(read more)
David Cohen and Harold Levy’s Iridian Asset Management’s Return, AUM, and Holdings
David Cohen and Harold Levy co-founded a hedge fund called Iridian Asset Management, back in 1996, aiming to benefit from market fails at times of corporate......(read more)
Shannon River Fund Management’s Returns, AUM and Holdings
Spencer Waxman’s Shannon River Fund Management is a technology-focused New York-based hedge fund founded back in 2003. Besides investing in tech......(read more)
Google Smashes Expectations but Declining Ad Prices and Soaring Costs Smash Stock
By many measures, Alphabet Inc. (NASDAQ:GOOGL) was a juggernaut during the fourth quarter. Google’s parent company rang in the 2019 year having......(read more)
Joel Greenblatt’s Gotham Asset Management’s Return, AUM, and Holdings
A famous value investor who mainly focuses on special situations, the author of The Little Book that Beats the Market, Joel Greenblatt founded his own......(read more)
Bodenholm Capital’s Returns, AUM and Holdings
Per Johansson’s Bodenholm Capital, is a Stockholm, Sweden-based, Brummer and Partners-backed long/short equity hedge fund. It’s launched back......(read more)
Is the Market Falling Out of Love With FAANG Stocks?
Since the financial crisis ended a decade ago, the market’s impressive bull run has been powered to a surprising degree by just five stocks. The......(read more)
Fed Chairman Powell Meets Trump for a “Private Dinner”. How Does the Market Digest this Relationship?
A potentially explosive “private dinner” between President Donald Trump and Federal Reserve Chairman Jerome “Jay” Powell shook......(read more)
Boardman Bay Capital Management’s Returns, AUM and Holdings
Will Graves’ Boardman Bay Capital Management is a New York-based technology, media, and telecom-focused hedge fund company. This long/short equity......(read more)
Beryl Capital Management’s Returns, AUM, and Holdings
David A. Witkin’s Beryl Capital Management is an investment manager focused on merger arbitrage. The firm was created back in 2013, and its offices......(read more)
Michael Stark’s Crosslink Capital’s Return, AUM, and Holdings
Crosslink Capital is a San Francisco-based hedge fund with the main focus on technology companies. It was co-founded by Seymour Franklin Kaufman and Michael......(read more)
Southeastern Asset Management Goes Activist On Centurylink Inc (CTL)
Southeastern Asset Management isn’t happy about how things are going at Centurylink Inc (CTL) and wants to make some changes. Here is what they......(read more)
The Big Short’s Michael Burry Reveals His Latest Stock Picks for the First Time Since 2016
It had been over two years since we last saw a regulatory filing out of Michael Burry‘s Scion Asset Management, which left little in the way of......(read more)
Cruiser Capital Advisors’ Returns, AUM and Holdings
Keith M. Rosenbloom’s Cruiser Capital Advisors often sails into the unknown, as an investment firm that manages special situation opportunity funds......(read more)
Wedgewood Sells Stakes in Schlumberger (SLB) and Core Laboratories (CLB)
Missouri-based Wedgewood Partners said in its Q4 investor letter that it sold positions in Schlumberger Limited (NYSE: SLB) and Core Laboratories N.V. (......(read more)
Enterprise Diversified (SYTE) ‘Is Worth Far More Than Book Value’: Arquitos Capital
New York-based hedge fund Arquitos Capital is bullish on Enterprise Diversified (OTCMKTS: SYTE), which is engaged in asset management, real estate, internet......(read more)
BlueMountain Capital Management’s Returns, AUM and Holdings
BlueMountain Capital Management, LLC is a New York-headquartered privately- held diversified alternative asset management firm co-founded by Andrew Feldstein......(read more)
Renaissance Technologies’ Return, AUM, and Holdings
Legendary Jim Simons, an awarded math genius and a former military code breaker, founded back in 1982 one of the nowadays largest quant hedge funds in......(read more)
Barington Capital Group’s Return, AUM and Holdings
Barington Capital Group LP is an activist hedge fund based in New York City. It was launched in 2000 by James Anthony Mitarotonda. The firm mainly invests......(read more)
13D Filing: Tenzing Global Investors and Brightcove Inc (NASDAQ:BCOV)
You can access the original SEC filing by clicking here. Ownership Summary Table Page 1 of 10 – SEC Filing UNITED STATES SECURITIES AND EXCHANGE......(read more)
Dalton Investments’ Return, AUM, and Holdings
Exactly 30 years ago, Steve Persky, James Rosenwald, and Gifford Combs joined together to form Dalton Investments, a Santa Monica – based hedge fund......(read more)
Baupost Capital 2018 Q4 Investor Letter
If I had shown you an investor letter from a fund manager whose non-micro-cap stock picks underperformed the market by an average of 2 percentage points......(read more)
Turbulence in European Financial Markets Following British Government’s Failure to Pass a Brexit Deal
Since June 2016, Europe (and the rest of the world) has been facing one major uncertainty – Brexit. On June 23, voters in the UK chose for the country......(read more)
Anna Nikolayevsky and Axel Capital Management’s Return, AUM, and Holdings
Anna Nikolayevsky’s Axel Capital Management is a hedge fund advisory firm headquartered in New York City. The firm started its operations in 2002......(read more)
Andrew Axelrod’s Hedge Fund Axar Capital Management’s Return, AUM, and Holdings
Axar Capital Management was founded in 2015 by Andrew Martin Axelrod. The hedge fund based in New York City provides services to pooled investment vehicles......(read more)
Woodson Capital Management’s Return, AUM, and Holdings
Woodson Capital Management is a New York-based hedge fund, founded back in 2009, by James Woodson Davis, the fund’s current owner and portfolio manager......(read more)
AlphaOne Capital Partners’ Returns, AUM and Holdings
Paul Hondros’ AlphaOne Capital Partners is a Philadelphia, Pennsylvania- headquartered asset management firm with offices in San Francisco and Boston......(read more)
Two Sigma Advisors’ Return, AUM, and Holdings
One of the largest hedge funds in the world, Two Sigma Advisors, was founded by the duo John Overdeck and David Siegel back in 2001, together with Mark......(read more)
Tamarack Capital Management’s Return, AUM, and Holdings
Tamarack Capital Management is a hedge fund that was founded by Mr. Justin John Ferayorni, its current Chief Investment Officer and Portfolio Manager.......(read more)
Bill Miller Disclosed His Expectations For The Current Year of The Pig in 4Q 2018 Market Letter
Miller Value Funds’ Bill Miller recently delivered his market letter for the fourth quarter of 2018, in which he talked about his market expectations......(read more)
Oakmark Funds’ Bill Nygren Discusses Poor Q4 Performance – He Is Not Losing Confidence
In a recent Q4 2018 commentary, Bill Nygren from Oakmark Funds shared his views on the current fund’s performance and defended its strategy. Mr. Nygren......(read more)
Steelhead Partners’ Return, AUM, and Holdings
Steelhead Partners is a hedge fund launched back in 1996 by Michael Johnston, Scott Schaefer, and Brain Klein. Its headquarters are in Bellevue, Washington......(read more)
Aristeia Capital Management Returns, AUM, and Holdings
Aristeia Capital LLC is a global investment manager based in Greenwich, Connecticut, and New York City. It generally invests in the public equity and......(read more)
Praesidium Investment Management’s Return, AUM, and Holdings
An activist hedge fund, Praesidium Investment Management, was founded a decade ago by experienced investors, Kevin Oram and Peter Uddo. Prior to co-founding......(read more)
Corsair Capital Management’s Returns, AUM and Holdings
Corsair Capital Management is a New York-based value-driven hedge fund with a 16-year track record in investing in value stocks and public equity markets......(read more)
Kerrisdale Capital Management’s Return, AUM, and Holdings
Back in 2009, Sahm Adrangi decided it was time to launch his own hedge fund, and so he founded Kerrisdale Capital Management, a New York-based investment......(read more)
