Predrag Shipov
Svelland Capital: Commodity Equities Are Under Owned; China Looking At Qatar For LPG
Value Briefs
Revisiting Verdad Capital Yamaya Thesis
Wellington Cotinues Winning Streak; Leads Hedge Fund Leaderboard With 30% Return YTD
Hedge Fund News
Gardner Lewis Asset Management: Merger Arbitrage Rally Imminent
Hedge Fund News
GS Prime Brokerage: 2024 Hedge Fund Alpha Outperforming Previous Presidential Election Cycles
Paul Tudor Jones At Robin Hood Investors Conference: US Government Debt Levels Are Unsustainable Regardless Of Election Results
Karen Karniol-Tambour Puts Focus On China At Robin Hood Investors Conference
Wellington, QuantEdge And ShipRock Are Top Performing Hedge Funds In 2024
Value Briefs
Revisiting Boyles Asset Management PLAT Pitch: A Company That Needed More Time To Fire It Up
Do Hedge Funds Manipulate Stock Prices
BofA HF Monthly Update: Hedge Funds In The Green With Macro Leading The Way; SMA Allocations On The Rise
Value Briefs
Papyrus Capital Thesis For Maui Land & Pineapple: Solid Gains In The Land Bank Environment [Free To Read]
Hedge Fund News
BNP Paribas Prime: Hedge Funds Underperform MSCI By Over 1000 Bps In 2024
Svelland Global: China Stimulus Can Push Demand For Iron Ore; Trend Of Rate Cuts Intensifies
Sohn Conference Franklin Parlamis: Bold Bet On A Troubled EV Manufacturer
Joe Bou-Saba’s Sohn Conference Pitch: Brazilian Bank With Plans For International Expansion
Ackman In Grant’s Conference: To Buy, Sell, Or Hold Harvard Corp
Sohn San Francisco Conference: This Undervalued Player Could Benefit From Rate Cuts
