Michelle deBoer-Jones
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
Forage Capital Dumps Dollar General in Favor of Meta, Visa [Investor Letter]
Top-Performing Australian Long/ Short Fund Highlights Wisetech, Life360
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 Hedge Fund Stock Has More than Doubled Year to Date, but Top Managers See More Upside on the Way
This Mid-Cap Stock Has Plunged Over the Last Year, But Things May Finally Be Turning Around
Top Nordic Energy Focused Hedge Fund Sees Significant Value in Shipping Stocks
This Small Cap Profiled By Top Emerging Managers Has More than Doubled YTD: Is It Too Late to Get In?
Former Odey Manager Reflects on Higher-than-Average Spread Widening
Boothbay Flat for Q3 As Fundamental Long/ Short Equity Detracts; Firm Expands In Europe And Ups Crypto Arbitrage Strategy [Exclusive]
Hedge Fund News
Hedge Funds Gobbled Up Consumer Discretionary in November While Dumping TMT, Defensives
The Big Short’s Greg Lippmann Warns That a Hard Landing or High Inflation More Likely Than a Soft Landing
Up 11%+ YTD, Q3 Returns in Evanston Capital’s Led by Long/ Short Equity [In-Depth]

