Funds | Value Investing News

Funds

Holdings and activity of leading value funds.

Lone Pine Capital Starts Rice Energy Position

Rating: 
No votes yet
  • Steve Mandel's hedge fund firm Lone Pine Capital has filed a 13G with the SEC regarding shares of Rice Energy.
  • Per the filing, Lone Pine now owns 5.8% of the company with over 11.68 million shares.
  • This is a newly disclosed equity position for the firm and the filing was made due to activity on January 23rd, 2017.

Hedge Fund Links ~ 2/3/17

Rating: 
No votes yet
  • A hedge fund expects 'hundreds of billions of dollars' in tech deals.
  • Numerai is a crowdsourced hedge fund for machine learning experts [TechCrunch].
  • When your hedge fund managers buys a Ferrari, find a new manager [Bloomberg].

Third Point's Q4 Letter: Bullish on Financials

Rating: 
No votes yet
  • Dan Loeb's hedge fund Third Point finished 2016 up 6.1%. Third Point's fourth quarter letter outlines their bullish stance on markets, noting that de-regulation and tax decreases under various policies from President Donald Trump should spur US economic activity.
  • Particularly, they like financials and increased exposure to the sector in November and December: "We reallocated half our initial holdings from high-multiple, FCF businesses in payments, ratings, and P&C, to more traditional reflationary exposures in banks, brokers, and geographically, in Japan."

Greenlight Capital's Q4 Letter: Dramatically Increased General Motors Position

Rating: 
No votes yet
  • Greenlight is long various US value stocks that could benefit from corporate tax cuts, they're long companies that can benefit from repatriation of foreign cash, a position in which they've "Dramatically increased their position."
  • During the quarter, David Einhorn's firm also exited its positions in AECOM, Michael Kors, and Take-Two Interactive Software.
  • At the end of 2016, their largest positions in alphabetical order were: AerCap, Apple, CONSOL Energy, General Motors, and gold.

Howard Marks' Latest Memo: Expert Opinion

Rating: 
No votes yet
  • Oaktree Capital's Chairman Howard Marks has penned yet another memo entitled Expert Opinion.
  • Embedded below is Oaktree Capital's latest memo from Howard Marks: "Expert Opinion".
  • We've posted up a bunch of letters today, so be sure to also check out Third Point's Q4 letter as well as Greenlight Capital's Q4 letter.

What We're Reading ~ 1/25/17

Rating: 
No votes yet

Low Cost No Commission ETF Portfolios

Rating: 
Average: 5 (1 vote)

Low Cost No Commission ETF Portfolios are the best approach for investors to get started with small investment amounts.
Arbor Investment Planner is Introducing Two Real-Time Low Cost No Commission Exchange Traded Fund (ETF) Portfolios.

The Biggest Investment Mistakes - in the Words of Jean-Marie Eveillard, Howard Marks, et al.

Rating: 
Average: 4 (1 vote)

John Mihaljevic, Managing Editor of The Manual of Ideas, compiled a list of fund managers' response to his questions about their investment mistakes. There are great responses from Jean-Marie Eveillard, Howard Marks, Pat Dorsey, Guy Spier, and more.

Pages

Subscribe to RSS - Funds