Michelle deBoer-Jones
Here’s Where Clint Carlson Invests His Foundation’s Money
Strings & Silicon: How a Fund Manager Harmonizes Nvidia CEO’s Focus with Emotion-Free Investing
Top Emerging Fund Managers Are Bullish on Both Businesses of This Auto-Parts Supplier [In-Depth]
Despite Tepid 2024, This Top Smid-Cap Value Fund Has 16% Annual Returns Since 2008
Thomas Kempner of Davidson Kempner Trusts These Hedge Funds, PE and VC Managers
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
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
Value Briefs
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
