Funds | Value Investing News

Funds

Holdings and activity of leading value funds.

Trian Fund Sells Some Sysco

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Boyar's Latest Issue Profiling 3 Stocks That Have Declined ~23% On Avg

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Delivering Alpha Conference Notes 2017: Robertson, Dalio, Chanos, Cooperman & More

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Paulson & Co Reduces Enzymotec Stake

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Tiger Global Adds To Apollo Position

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Howard Marks' New Memo: "Yet Again?"

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Viking Global Takes aTyr Pharma Stake

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What We're Reading ~ 9/7/17

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Trian Partners' Procter & Gamble Presentation: Revitalize P&G Together

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ValueAct Capital Increases KKR Stake

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Ray Dalio's TED Talk on Idea Meritocracy

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Pershing Square To Sell Entire Nomad Foods Stake

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ValueAct Capital Increases Seagate Stake Again

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Moody's Self-Reinforcing Ratings Moat: Analysis From Scuttleblurb

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What We're Reading ~ 8/31/17

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