Temasek Holdings’ Latest Moves
Temasek Holdings is a Singapore-based global investment company with a long-term-focused investment horizon.
Author Archive - Nina Zdinjak
Tudor Investment’s Latest Moves
Back in 1980, one of the currently most successful investors in the world, Paul Tudor Jones II, launched his own hedge fund in Connecticut, which he named Tudor Investment Corporation...
Soroban Capital’s Latest Moves
Soroban Capital Partners is an NYC-based hedge fund that was co-founded by Eric W.
Viking Global’s Latest Moves
One of the most successful Tiger cubs, Norwegian Andreas Halvorsen founded his own hedge fund in 1999 and named it Viking Global.
Greenhaven Road Partners Fund’s Q1 2019 Investor Letter
A month ago we shared a copy of Greenhaven Road Capital's Q1 2019 Investor Letter (track down here) in which the fund reported being up 16% for the first three months of 2019.
Light Street Capital’s Secret to Beating Nasdaq – Tech Stock Picks for the Future
One of the famous technology and media-oriented hedge funds, Glen Kacher’s Light Street Capital Management, discussed some of its most recent favorite investments in the interview...
Sandell Asset Management’s Latest Moves
Sandell Asset Management is an alternative asset manager with a specialty in credit opportunities, global corporate merger arbitrage, and equity special situations.
Omega Advisors’ Latest Moves
Omega Advisors is an NYC-based hedge fund that was launched back in 1991 by now renowned investor and billionaire, Leon Cooperman.
Oaktree Capital Management’s Latest Moves
Oaktree Capital Management is an alternative investment manager that was launched back in 1995 by a group of individuals who had been working together at TCW Group.
Neuberger Berman Group’s Latest Moves
Neuberger Berman Group is an independent, employee-owned investment manager that was a part of Lehman Brothers.
Automatic Data Processing, Inc. (ADP): Bill Ackman Says It Has A Good Chance for Accelerated Revenue Growth
Billionaire Bill Ackman recently shared his thoughts on Automatic Data Processing, Inc. (NASDAQ:ADP) in Pershing Square's Q1 2019 Investors Letter (track down here).
Chipotle Mexican Grill, Inc. (CMG): Pershing Square Praises Its Management
We recently shared Pershing Square's Q1 2019 Investor Letter, in which the fund reported a 36.9% increase of NAV per share during the first three months of 2019.
Moore Capital Management’s Latest Moves
Moore Capital Management is an NYC-based hedge fund that was founded in 1989 by American billionaire Louis Moore Bacon.
Melvin Capital Management’s Latest Moves
Melvin Capital is an NYC-based hedge fund that was launched 5 years ago by Gabriel Plotkin with a part of seed money ($200 million ) coming from his former boss, billionaire Steve...
Marshall Wace’s Latest Moves
Back in 1997, Paul Marshall and Ian Wace launched their own hedge fund called Marshall Wace.
Mason Capital’s Latest Moves
Mason Capital is a New York-based asset management firm that was launched by Kenneth Mario Garschina in 2000. It provides an additional office in London England.
Magnetar Capital’s Latest Moves
Magnetar Capital is an Evanston, Illinois-based multi-strategy asset manager that was founded in 2005 by Alec Litowitz and Ross Laser, who previously worked at Citadel LLC and...
Lakewood Capital Management’s Latest Moves
Lakewood Capital Management is an NYC-based hedge fund sponsor that was founded back in 2007 by Anthony Bozza.
Jana Partners’ Latest Moves
Jana Partners is a New York-based value-oriented and event-driven hedge fund that was launched 18 years ago by Barry Rosenstein.
Impala Asset Management’s Latest Moves
Impala Asset Management is a Connecticut-based multi-billion dollar asset manager that was launched in 2004 by Robert Bishop and got registered with the SEC in January 2006.
Greenwood Investors’ Q1 2019 Investor Letter
Greenwood Investors is a New York-based hedge fund that was founded by a chartered financial analyst, Mr. Steven Wood in 2008.
Pershing Square’s Q1 2019 Investor Letter
Pershing Square Capital Management is an NYC-based hedge fund that was founded and is still run by a renowned investor and billionaire, Bill Ackman.
30 Most Popular Stocks Among Hedge Funds in Q1 of 2019
"By the end of the First Quarter, equity markets had mostly bounced back from Q4 2018’s sharp decline. The dovish shift in Fed policy – which over the last six months went...
FrontFour Capital Group’s Latest Moves
FrontFour Capital Group is a Greenwich, Connecticut-based hedge fund that was founded by David A. Lorber and Zachary Ryan George J.D. in 2006.
Engaged Capital’s Latest Moves
Engaged Capital is a hedge fund that was founded in 2012 by Glenn W.
Coatue Management’s Latest Moves
Coatue Management is a New York City-based hedge fund that was launched back in 1999 by Philippe Laffont. The fund provides additional office in Menlo Park, California.
Columbus Circle Investors’ Latest Moves
Columbus Circle Investors is a Stamford, Connecticut-based hedge fund that was launched back in 1975.
Carlson Capital’s Latest Moves
Carlson Capital is a Dallas, Texas-based multi-strategy alternative hedge fund that provides additional offices in Houston, New York City, Palm Beach Gardens, Greenwich, and London...
Bridgewater Associates’ Latest Moves
Bridgewater Associates is one of the world’s biggest hedge funds, launched and managed by one of the wealthiest investors in the world, renowned billionaire Ray Dalio.
Balyasny Asset Management’s Latest Moves
Balyasny Asset Management is a Chicago-based multi-strategy hedge fund that was launched by Dmitry Balyasny and Scott Schroeder back in 2001.
Adage Capital Management’s Latest Portfolio Moves
Adage Capital Management is a Boston-based hedge fund, launched by Phil Gross and Robert Atchinson back in 2001.
Lightsail Capital Management’s Q1 2019 Investor Letter
Lightsail Capital Management is a hedge fund that was launched last year by James Basili and Torin Eastburn.
Sea Limited (SE): Tollymore Investment Partners’ Detailed Analysis
Insider Monkey recently shared Tollymore Investment Partners' May 2019 Investor Letter, in which the fund reported delivering an annualized return of 21% since inception.
TripAdvisor, Inc. (TRIP): Tollymore Investment Partners’ Thoughts On The Company’s Recent Decline And Future Growth
In Tollymore Investment Partners’ May 2019 Investor Letter, the fund disclosed its performance figures reporting an annualized return of 21% since inception.
Tollymore Investment Partners’ May 2019 Investor Letter
Tollymore Investment Partners is a private investment partnership founded by Mark Walker, who is its current Managing Partner and Portfolio Manager.
Here is Why Choice Equities Capital Management Loves Rubicon Project, Inc. (RUBI):
As per Choice Equities Capital Management's Q1 2019 Investor Letter, the fund returned 10.5% in the quarter.
Destination Maternity Corporation (DEST): Choice Equities Capital Management Says it Represents an Interesting Opportunity
Choice Equities Capital Management disclosed in its Q1 2019 Investor Letter (download a copy here) quarterly return of 10.5%.
Chipotle Mexican Grill, Inc. (CMG): Choice Equities Capital Management Says New Management is Doing a Good Job
A boutique hedge fund, Choice Equities Capital Management recently shared its Investor Letter for the first three months of 2019, which we shared here.
U.S. Xpress Enterprises, Inc. (USX): Choice Equities Capital Management Thinks Its Shares Are Cheap
In a recently released Choice Equities Capital Management's Q1 2019 Investor Letter (track down here), the fund reported 10.5% quarterly return.
Facebook, Inc. (FB): Fundsmith Says It Offers Great Business Even Though It Currently Has Difficulties
In a recently published Fundsmith's 2018 Annual Letter (track down here), the fund disclosed its Fundsmith Equity Fund's 2018 annual return of 2.2%, and since inception annualized...
Philip Morris International Inc. (PM): Fundsmith’s Latest Thoughts
Insider Monkey recently shared Fundsmith's 2018 Annual Letter, a copy of which you can track down here.
Global Return Asset Management – April Update
We recently shared with our readers a copy of Global Return Asset Management's Q1 2019 Investor Letter (track down here), in which it has posted quarterly return of 19.3% and...
Choice Equities Capital Management’s Q1 2019 Investor Letter
Choice Equities Capital Management is a boutique hedge fund, founded in 2017 by a Chartered Financial Analyst, Mitchell Scott. The fund mainly focuses on small cap stocks.
Joel Greenblatt Interview – Value Investing Will Never Go Out of Favor
In a relatively recently published WealthTrack video, a renowned value investor, Joel Greenblatt shared his professional insights with legendary finance reporter Consuelo Mack...
CVS Health Corporation (CVS) and Walgreens Boots Alliance, Inc. (WBA): The Vilas Fund’s Latest Thoughts
The Vilas Fund recently published its Q1 2019 Investor Letter (download here), in which it shares its quarterly performance, reporting 34.3% gain in the period.
Lincoln National Corporation (LNC): The Vilas Fund Thinks it is Undervalued
The Vilas Fund returned 34.3% in the first quarter of 2019, as per its recently released Investor Letter (download here).
Honda Motor Co., Ltd. (HMC): The Vilas Fund Expects High Returns
In a recently released The Vilas Fund's Q1 2019 Investor Letter, the fund disclosed 34.4% return for the quarter. You can download a copy of the letter here.
Citigroup Inc. (C): The Vilas Fund Thinks It Represents a Fantastic Opportunity
As per The Vilas Fund's Q1 2019 Investor Letter, the fund returned 34.3% in the first three months of 2019. We recently shared the letter, hence you can track it down here.
Air Lease Corporation (AL): The Vilas Fund Thinks It’s a Bargain For Long Term Investors
Insider Monkey recently shared The Vilas Fund's Q1 2019 Investor Letter, in which the fund disclosed 34.3% return for the quarter. You can download a copy of the letter here.
The Vilas Fund’s Q1 2019 Investor Letter
Vilas Capital Management is a value manager launched in 2010 by Mr. John C. Thompson, a Chartered Financial Analyst. He has been its CEO since inception.
