A recent article in The Washington Post outlines “numbers that most retail investors have never heard of” to help explain why value investor Ted Aronson of AJO Partners decided to…
Tag: Hedge Funds
Hedge Funds Appeal to Morgan Stanley’s Rich Clients
Morgan Stanley’s wealthy investors, more and more nervous about a fragile stock market, have been “reversing course” from high-flying stocks like Apple and Amazon and investing in hedge funds. This…
Passing on Seth Klarman: Doubts Rise About the Iconic Hedge Fund Blaupost
A recent article in Institutional Investor reveals that “doubts have begun to percolate within the elite investor class” about Seth Klarman’s iconic hedge fund Baupost Group. The article quotes one…
Stock Market’s Rebound Leaves Bears Going Extinct
The short positions of hedge funds have dropped to a 16-year low, reflecting the lowest resistance to rising share prices in 16 years. This according to a recent article in…
Hedge Funds Use Alternative Data for Covid-19 Edge
Alternative data, the multibillion-dollar industry that taps into unusual information such as satellite imagery and measurements of social media sentiment, is seeing a surge in demand as companies continue to…
Are Hedge Fund Activists Really Just Good Stock Pickers?
A new study found that hedge fund activists like Bill Ackman and Carl Icahn are better at stock picking than at adding long-term value to companies. This according to a…
Hedge Fund Manager John Paulson Steps Down
John Paulson, who made billions anticipating the 2008 financial crisis, has decided to “hand his investors’ their cash back and turn his firm into a family office.” This according to…
Hedge Fund Holdings Not Great Investing Tool Right Now
Investors who typically take cues from leading investment managers might want to think twice, according to a recent Barron’s article that notes, “with the extreme market volatility of the last…
Hedge Fund Managers’ Best Ideas Not Better Than Others
A new study of the stock-picking results of nearly 1,500 hedge funds over a 20-year period found that managers’ highest-conviction ideas are not necessarily better than any others. This according…
Historic Buying Opportunity with Some Hedge Fund Legends
Fund’s like Seth Klarman’s Baupost—normally closed to new capital—are now making an exception due to the “massive drop in asset prices catalyzed by the novel coronavirus pandemic,” which has sent…