Category Archives: Syndicated

Paulson & Co. Well On Its Way To Family Office Status

(Dealbreaker) Hedge fund managers make the transition from managing other people’s money to solely their own for a variety of reasons. Some wish to retire. Some see unfavorable market conditions and wish to free themselves of the pressure of managing […]

Hedge Funds Are Loading Up on Bets Against one of The Trump Trade’s Biggest Winners

(The Business Insider) Few areas of the US market performed better than small-cap stocks following the presidential election. But hedge funds are betting the group’s best days are finished. To read this article:

A Tale of Two Markets: Politics and Investing!

(Harvest) It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the […]

The Great Capitulation

(Harvest) A great capitulation is underway in the equity market. And we’ve seen this type of thing happen only once before. The chart in this article came from a discussion about broader signs of upside capitulation across the spectrum of […]

Diversifying Your Asset Allocation with High-Yield Muni Bonds

(Harvest) With yields on many familiar fixed-income assets remaining stubbornly low and equity valuations looking increasingly frothy, investors may believe they have few options when it comes to earning attractive returns without adding unreasonable risks to their portfolios. Having few […]

Third Point Hedge Funds Gain in May

(Reuters) Billionaire investor Daniel Loeb’s hedge funds continued to make money in May, leaving its Third Point Partners L.P. fund up 9.9 percent for the year and its Third Point Ultra Ltd. up 16.1 percent, according to an investor update. […]

Founder Run Companies Outperform

(Harvest) Our hypothesis nine years ago was that the world was moving towards more founder centrism™ – founder-run companies and that these companies would perform exceptionally well over time, particularly in environments that are highly volatile and require agile decision-making. […]

HFRU Composite Index Gains 0.36% in April As Equity Strength Continues

(FINalternatives) The HFRU Hedge Fund Composite Index, which measures UCITS compliant hedge funds, gained +0.34% in May following April’s +0.36% on equity strategy strength, according to Hedge Fund Research. To read this article:

Brevan Howard’s Main Hedge Fund Loses Money for Third Month

(Bloomberg) Brevan Howard Asset Management LLP’s flagship hedge fund lost 0.7 percent in May, its third straight monthly decline, according to an investor letter seen by Bloomberg News. The loss deepened the $8.7 billion hedge fund’s slump this year to […]

How Asian Credit Can Add Ballast to Your Portfolio

(Harvest) The macroeconomic backdrop is improving, and US interest rates are rising. This means that fixed-income investors could eventually be enjoying more income in their portfolios. Before that, unfortunately, they face the prospect of a rise in market rates which […]

Hedge Funds Keep It Cagey on Oil Drawdown Prospects

(Reuters) Hedge fund managers continued to square up positions after the OPEC meeting on May 25 left oil production allocations unchanged for another nine months. Money managers increased their combined net long position in the three main Brent and WTI […]

Hedge Funds Near-record Short on Ags – Spurring Hopes for ‘Powerful Rally’

(Agrimoney.com) Hedge fund bets on falling agricultural commodities are at their second largest on record, with bearish position on grains actually at an all-time high – strengthening ideas that prices could be poised for a sharp rebound. Managed money, a […]