Monthly Archives: May 2017

(New York Times) Bill Maris surprised many people in August when he decided to step down from GV, the huge venture capital fund associated with Google — and left many wondering what he would do next….Mr. Maris announced on Tuesday […]

(FT Adviser) David Coombs has overhauled the alternatives exposure in his £196m Total Return Portfolio, deciding to back hedge funds at the expense of a Kames long/short strategy. To read this article:

(Los Angeles Times) A Snap Inc. shareholder sued the company Tuesday for allegedly misrepresenting how many people used its Snapchat app. In a lawsuit filed in U.S. District Court in Los Angeles, James Erickson of Suffolk County, N.Y., blamed Snap’s […]

(Harvest) In this article I look at an alternative view of volatility, and it’s a view that frankly has me scratching my head. The chart appeared in a recent edition of the Weekly Macro Themes report in which we talked […]

(New York Times) Good performance, mediocre results or even downright ugly returns. When it comes to hedge funds, it scarcely matters. Even as some investors begin to sour on these high-priced stock pickers, the top fund managers still haul in […]

(CNBC) Leon Cooperman’s Omega Advisors bought two media stocks in the first quarter, according to a Monday filing with the U.S.The hedge fund added new stakes in shares of Netflix and AMC Networks, buying 78,000 shares and 832,000 shares, respectively. […]

(FINalternatives) Quantitative investment manager dormouse regained some footing in April, rising +1.27% as systematic CTA managers recovered from a difficult first quarter. To read this article:

(Bloomberg) Expectations for another boost in U.S. interest rates are wearing down gold bulls. Hedge funds and other large speculators cut long positions in bullion futures and options by the most in more than eight years last week. Traders have […]

(FINalternatives) Advent Capital Management LLC has appointed veteran alternatives industry executive and former Thayer Street Partners senior advisor Scott Reid to the newly created position of chief of staff and strategy. To read this article:

(FINalternatives) A raft of big-name hedge fund managers trimmed their exposures to companies in the financial sector in the first quarter as the Trump Trade, anchored on high hopes for the rapid implementation of tax and other regulatory reforms, faded.Adage […]

(Bloomberg) The Harvard University endowment’s biggest publicly traded holding is a high-yield bond exchange-traded fund, a move into a cheap, passive investment as the school replaces some of its own traders with external money managers. Harvard Management Co. disclosed in […]