Michelle deBoer-Jones
Hedge Fund News
BlackRock Continues to Stall Over Passivity Agreement: Here’s What Smaller Managers Should Consider
These Are David Abrams’ Favorite Hedge Funds
Charlie Munger’s Friend Li Lu Reflects on His Passing a Year Later
Michael Price’s Foundation Invests in these Funds And Stocks
Why Point72 Alum David Rosen’s Top Performing Rubric Capital Likes Value Traps
Here’s Where John Griffin Invests His Foundation’s Money
These Were Seth Klarman’s Favorite Funds According To Recent Filings
Hedge Fund News
Hedge Fund Positioning Setup for 2025 Looks “Murky”: JPMorgan Prime
Revisiting the Silicon Motion Thesis from Mordechai Yavneh of Focus Capital
Value Briefs
Revisiting the Silicom Thesis from Adam Buckstein of ASB Partners
This Mid-Cap Stock Has Plunged Over the Last Year, But Things May Finally Be Turning Around
This Small Cap Profiled By Top Emerging Managers Has More than Doubled YTD: Is It Too Late to Get In?
Hedge Fund News
Hedge Funds Gobbled Up Consumer Discretionary in November While Dumping TMT, Defensives
Hedge Fund News
Amazon, Apple Land on Goldman’s ‘Falling Stars’ List as Hedge Funds Added to Mid Caps
Hedge Fund News
Hedge Funds Dumped Apple and Amazon in Q3 as Value Stocks Make a Comeback
2024 Sohn London Conference: Here Are Some Of the Best Ideas
2024 Sohn London Conference: Amati Global Says There Is A Lot To Like About This Veteran Life Sciences Company
2024 Sohn London Conference: North Rock Capital Shares Long Thesis For This Packing Company [In-Depth]

