Category Archives: Syndicated

Wall Street Vets From Dalio to Gundlach Warn on Emerging Markets

(Bloomberg) More investors are joining the cast of Wall Street veterans from Jeff Gundlach to Ray Dalio in warning that risky assets are overvalued. They point to rising global turmoil underscored by the recent terrorist attacks in Barcelona and the […]

Goldman and Pimco Are Loading Up on Mortgage Bonds

(Bloomberg) Some big investors are getting so antsy about corporate junk debt that once-unloved mortgage bonds look safe in comparison. Pacific Investment Management Co., Goldman Sachs Asset Management, Columbia Threadneedle and others are snatching up bonds tied to subprime mortgages […]

Hedge Fund Manager Ackman Threatened ADP With Damaging Media Coverage, Company Says

(CNBC) Hedge fund billionaire Bill Ackman threatened ADP with bad publicity if he were forced into a formal proxy contest for seats on the payroll processing giant’s board, according to the company. ADP, which has been battling Ackman over his […]

Hedge Fund Madava Hires Soylemez from JPMorgan to Trade Energy

(Reuters) Commodity oriented hedge fund firm Madava Asset Management has hired industry veteran Nedim Soylemez to trade natural gas, oil and energy, a person familiar with the hire said on Thursday. Soylemez had been a managing director at JPMorgan Chase […]

Hedge Fund Managers Not Optimistic About Second Half of 2017: Industry Survey

(Reuters) Hedge fund managers have a dim view of the second half of 2017 after a solid start to the year, an industry survey released on Thursday showed. Fundraising, which had picked up during the first six months of 2017, […]

A Portfolio Manager At Izzy Englander’s $35 Billion Hedge Fund Is Setting Off On Her Own

(The Business Insider) A longtime portfolio manager at Izzy Englander’s $35 billion hedge fund Millennium is setting off on her own. Sara Nainzadeh is in the early stages of prepping a new hedge fund called Centenus Global Management with the […]

A Fresh San Francisco Hedge Fund Is Aiming to Raise as Much as $600 Million

(The Business Insider) Jet Theriac, a former portfolio manager at Hutchin Hill Capital, is starting a new hedge fund in San Francisco. Theriac plans to launch the fund, Lanternback Capital, with between $100 million and $600 million in January 2018…. […]

The Hot New Hedge Fund Flav Is ‘Quantamental’

(Bloomberg) Fundamental and quantitative investing used to be the hedge-fund versions of oil and water: They didn’t mix. Those in the fundamental camp do analysis the old-fashioned way, evaluating investments based on research and instinct, with humans calling the shots. […]

Asset Allocation Views: Preparing for Pivot Points

(Harvest) With critical policy pivots on the horizon, investors should approach asset allocation with full appreciation for downside risk and stay focused on relative value and security selection. Investors have enjoyed economic stability and positive market returns for years, but […]

The Investing Secrets Of Hedge Fund Legend Seth Klarman: ‘Never Hold On For The Last Nickel’

(CNBC) Seth Klarman is a value investing giant who draws comparisons to Warren Buffett and is one of the most successful hedge fund managers still working today. Seth Klarman shared his top investment tips and strategies in a rare talk […]

Ex-Trader Litvak Ordered to Federal Prison During His Appeal

(Bloomberg)Jesse Litvak’s luck has finally run out. A federal appeals court on Tuesday ordered the former Jefferies LLC trader to report to prison on Sept. 12 to begin serving a two-year sentence for lying to customers about mortgage bond prices. […]

Mathew Martoma’s Insider Trading Conviction Is Upheld

(New York Times) A federal appeals panel upheld on Wednesday the insider trading conviction of Mathew Martoma, a former portfolio manager for Steven A. Cohen, in what prosecutors once called the most lucrative insider trading scheme of all time. Lawyers […]