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Hedge Fund Alpha’s January 2021 Hedge Fund Update: First Issue Now Published!

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Jacob Wolinsky
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HFA Hedge Fund Update
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Welcome to our inaugural issue of Hedge Fund Alpha's hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!

Featuring Bill Ackman's comeback, a look at Alta Fox Capital, Prentice Capital having a strong year, Canyon Partners profiting on Covid crisis refinancings, and Odey's Inflation Fund.

Hedge Fund News: Ackman’s Comeback

After returning 40% for his investors in 2014, Bill Ackman was considered to be one of Wall Street’s top investors. Unfortunately, in the years following, he suffered a run of bad bets.

His largest holding, pharmaceutical group Valeant, plunged in value and ended up costing Ackman’s investors more than $4 billion. Combined with a loss-making bet against supplement seller Herbalife,...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.