Ray Dalio’s Bridgewater Associates earned almost $5 billion for its clients last year according to a report by hedge-fund investor LCH Investments NV, versus losses suffered by rivals George Soros…
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Has Trump Resurrected Active Management?
Hedge fund manager Dan Loeb believes the current environment is “undoubtedly better for active investing—just as active investing was considered to be on its deathbed,” according to an article on…
Mohnish Pabrai Mimics Buffett and Munger
“Before starting my own investment funds, the only models I was aware of were those of Warren Buffett and Charlie Munger. Their models made a lot of sense to me,…
Warren Buffett on "Free Money " Plus Four Picks
In one of his many interviews, Warren Buffett explained how the insurance industry offers the opportunity to “invest in other people’s money and keep all the earnings on those investments,”…
Fundamentally-Focused Momentum Stock Picks
Momentum investing can sound like performance-chasing since it involves buying top-performing stocks on the assumption that the performance will continue, writes Validea CEO John Reese in last week’s Nasdaq. The…
Hulbert Challenges Harvard's Lesson on Investing
After a disappointing year in which its endowment fund actually lost money, Harvard University fired half of its investment staff, writes Mark Hulbert in last week’s MarketWatch. However, he argues,…
Why Value Investors Need "Mental Toughness"
At the end of the Super Bowl, a jubilant Tom Brady attributed the Patriot’s win to the “mental toughness” the team had demonstrated all year–which, no doubt, came in handy…
Three Stocks that Follow Peter Lynch's Investment Style
The highly successful track record of Fidelity’s Magellan fund throughout the 1980s made then-manager Peter Lynch a household name. In a recent Globe and Mail article, Validea CEO John Reese…
Harvard Endowment Goes Back to Basics
Last year, Harvard University allocated 14 percent of its $35.7 billion endowment fund to hedge fund strategies, but managed these internally rather than through outside managers. This according to a…
The Market Valuation Snapshot
In our Hotlist newsletter from last month we took a look at the market’s stretched valuations based on several indicators, and offered insight regarding how actions by the current administration…