(Opalesque) Opalesque Industry Update – Hedge funds lost 0.32% in October according to the Barclay Hedge Fund Index compiled by BarclayHedge. Year to date, the Index is up 4.03%. Ten of Barclay’s 17 hedge fund indices lost ground in October. […]

(Harvest) Gold sold off sharply since the election based on the belief that President-elect Trump will bring higher growth. This sell-off makes little sense for those who understand that gold is an investment in monetary policy failure and the destruction […]

(Insider Monkey) Regal Beloit Corp (NYSE:RBC) investors should pay attention to an increase in hedge fund interest recently. RBC was in 21 hedge funds’ portfolios at the end of September. There were 15 hedge funds in our database with RBC […]

(Bloomberg) The yen weakened, set for its worst month in almost eight years, as speculation U.S. President-elect Donald Trump will pursue reflationary policies spurred bets that monetary tightening will accelerate. Japan’s currency has declined more than 7 percent in November, […]

(The Business Insider) One of the hedge fund industry’s hottest new funds is betting on Disney. Samantha Greenberg’s Margate Capital Management is investing in Walt Disney Company – even as many peers are shedding the stock… To read this article:

(Bloomberg) Amar Anand, managing director and sector head at Tybourne Capital Management, is preparing to leave the Hong Kong-based money manager to start his own global Asia-focused hedge fund, according to a person with knowledge of the matter. Auroville Investment […]

(Bloomberg) Paul Brewer’s Rubicon Fund Management gained almost 20 percent in its main hedge fund in the first 18 days of November to reverse losses earlier in the year, according to a person with knowledge of the matter. The Rubicon […]

(IPE.COM) Niki Natarajan looks at how liquid alternative strategies could be the answer to the current low-interest-rate and high-volatility environment, even if it seems counter-intuitive. Rosie Reynolds, director of distribution at Aspect Capital, whose $324m Aspect Diversified Trends fund was […]

(Barron’s) Hedge fund managers who once dreaded the prospect of a President Trump are now optimistic about his impact on the economy and their investments, Reuters reports. Almost 75% of fund managers now believe that corporate tax cuts will lift […]

(Insider Monkey) It isn’t a secret that the markets are more efficient when it comes to pricing mega-cap stocks. Hundreds of analysts already look into these stocks, so there isn’t much to uncover that can yield significantly higher abnormal returns. […]

(Reuters) Hedge funds and money managers have boosted their bullish wagers on U.S. crude oil, data showed on Monday, as the market turned more optimistic that the world’s top oil producers would come together to hammer out the details of […]

(NY Times) The veteran deal maker James C. Woolery has left Hudson Executive Capital, the activist hedge fund he co-founded, the firm said on Monday. In a statement, the firm said that Mr. Woolery had resigned “due to personal reasons.” […]