Monthly Archives: April 2016

Why Stock Picking is a Losing Investment Strategy

(Harvest) Picking a stock that goes up 100% in a year is exhilarating. But there’s a problem with this method of investing. Like gambling in Vegas, it may be fun and even rewarding in the short term. Yet in the […]

Unclear Risk…

(Daily Alts) For the past three months the market has shifted into a ‘Risk On’ position, and last week showed no abatement of the trend, even with the wrench of earnings thrown in. If anything, earnings of more predictable earners […]

Conquest Business Cycle Investing (“BCI”) – MidCap Portfolio 1Q2016 Report

(Harvest) Our Portfolio continues to meet its primary objective to outperform the broader market over the long-term with a concentrated sector focus.The Conquest Business Cycle Investing, MidCap Portfolio outperformed its benchmark during the 1st Quarter 2016, registering a 2.63% advance […]

Fund Manager Loeb Says Market Volatility Offers Opportunities

(Reuters) Billionaire hedge fund manager Dan Loeb believes that recent market volatility still offers “excellent opportunities” to make money despite a “catastrophic” period for hedge fund performance, according to a letter sent to clients of his Third Point LLC on […]

Ex-Fortress Exec Targets $500 Million for New Debt, Equity Fund

(Reuters) Maggie Arvedlund, a former Fortress Investment Group hedge fund portfolio manager and managing director, plans to start her own firm, four people familiar with the situation told Reuters. Arvedlund, who for nine years helped to run the Fortress Partners […]

Hedge Fund of Funds Aurora to Close, Return Capital to Investors

(Finalternatives.com) Hedge fund of funds company Aurora Investment Management will liquidate and return investor capital after a deal with a unit of Northern Trust to buy the firm fell through. Northern Trusts’s hedge funds-of-funds manager 50 South Capital Advisors had […]

Highland Liquidates Trio of Hedge Fund Beta ETFs

(Daily Alts) Highland Liquidates Trio of Hedge Fund Beta ETFsWhen Highland Capital Management launched a trio of “hedge fund beta” ETFs in May 2015, the three funds were supposed to be the first in a series that would include 14 […]

Brevan Howard Said to Get $1.4 Billion Redemption Requests

(Bloomberg) Investors in Brevan Howard Asset Management have asked to pull about $1.4 billion from the firm’s main hedge fund, according to two people with knowledge of the matter, as investors flee the industry at the fastest pace since the […]

Asia Hedge Fund Outflows Highest in Seven Years, eVestment Says

(Bloomberg) Investors pulled $2.9 billion from Asia-based hedge funds in the first quarter, the highest outflows in seven years, according to data from eVestment. March redemptions from managers in the region approached $2 billion, according to an e-mailed statement from […]

Jack Bogle: Here’s why Buffett will win his $1 million bet against a hedge fund manager

(Yahoo Finance) Not since the fictitious Duke Brothers of the movie Trading Places has a bet captured the imagination of investors like the one between Warren Buffett and hedge fund manager Ted Seides. But unlike the $1 wager between Mortimer […]

Hedge Funds Might Not Get a Windfall From Puerto Rico

(The Business Insider) Hedge funds are trying to halt a House bill that would create a mechanism for restructuring Puerto Rico’s massive $70 billion debt. Those funds may be in for a surprise: If they kill the measure and then […]

Haruhiko Kuroda’s Embattled Hedge Fund

(Barron’s) Moments before Tokyo trading opened yesterday, the Zero Hedge blog fired out a tweet that said it all: “Only 20 minutes until Japan pretends it has a market.” Since April 2013, the Bank of Japan has steadily morphed into […]