Billionaire Activist Paul Singer’s Stock Picks Deliver Solid Q1
Paul Singer is renowned for refusing to settle claims concerning the $1 billion that his Elliott Management is owed by the Argentinian government.
Author Archive - Usman Rafi
Billionaire Seth Klarman’s Picks Beat the Market in Q1
Seth Klarman's Baupost Group is one of the largest hedge funds in the world, with about $27 billion in assets under management.
Weakening China Drags Down Billionaire Lei Zhang in Q1
Yale University graduate Lei Zhang founded Hillhouse Capital Management in 2005 with the objective to employ fundamentals-based, bottom-up analysis in choosing long-term investments...
Billionaire Barry Rosenstein’s Equity Picks Posted a 3.8% Drop In Q1
Founded in 2001, Barry Rosenstein's JANA Partners has reportedly delivered 23% annual returns since its inception.
Kopernik Global Investors Hits the Jackpot with Gold Bets in Q1
David Iben's Kopernik Global Investors has remained a bullish believe in industries that many other investors have been too scared to touch.
Billionaire Dan Loeb’s Top Long-Term Holdings
Activist hedge fund manager Dan Loeb might not have broken any records in 2015 when his fund Third Point delivered a loss of 1% for the year, but the figures were much better...
Activist Billionaire Nelson Peltz’s Top Long-Term Holdings
Founded in November 2005, Nelson Peltz's Trian Partners is focused on finding undervalued and underperforming companies that could be given an effective makeover by the fund's...
Five Real Estate Stocks to Buy On Industry Weakness
Investors which have thoroughly done their homework, are in the game for the long haul, and have great conviction in their ideas are more commonly referred to as value investors...
Five Penny Stocks To Buy Based on Smart Money Sentiment
No doubt, penny stocks are for investors with a greater than average risk appetite, but considering their inexpensiveness and the possibility of towering returns, if any of these...
Is It Time to Buy These 4 Cyber-Security Stocks?
When a particular industry isn't performing all that well, it takes a certain type of stock market participant to invest in it; a shrewd one.
Five Cheap Tech Stocks Hedge Funds Like
As our world continues to become more and more tech-oriented, our demand for products ranging from smartphones, to semiconductors, to software and apps continues to rise.
This Is How Hedgies Have Geared Up for the Steel Industry’s Turnaround
Global steel prices reached their nadir last year owing to a supply glut and dwindling demand, especially from China.
Hedge Funds Are Glad They Sold Off These Stocks in Q4
During the fourth quarter, the smart money investment firms tracked by Insider Monkey were quick to withdraw their collective support from some well-known companies across various...
Five Consumer Stocks Hedge Funds Like This Year
As a sector, Cyclical Consumer Goods & Services is down by a little over 4% over the last 52 weeks, in sharp contrast to other industries, some of which have posted strong growth...
Five Financial Stocks Hedge Funds Love This Quarter
The financial sector has exhibited lackluster performance of late, being down by about 6.23% over the last 52 weeks.
Palo Alto’s Top Picks for This Year Following Impressive 2015 Returns
William Leland Edwards' Palo Alto Investors has about $2.22 billion worth of regulatory assets under its management.
Michael Castor’s Sio Capital Management’s New Bets For This Quarter
The New York-based healthcare fund Sio Capital Management was founded by Dr.
Billionaires Are Fond of These Five Stocks in 2016
Among over 700 hedge funds that we follow, more than 40 are funds managed or founded by billionaires who have managed to deliver exceptional returns over the years, which has...
This Is How Billionaire Stephen Mandel’s Fund Gears Its Portfolio for Internet Age
Many hedge funds fell victim to the volatile market forces in the fourth quarter, but billionaire Stephen Mandel's Lone Pine Capital's equity portfolio managed to return 5.4...
Akanthos Capital Management Betting Big on These Stocks for 2016
Established in 2002, Michael Kao's Woodland Hills, California-based Akanthos Capital has about $1.23 billion worth of assets under management.
Horseman Capital Management Bets Big on Financial Sector This Quarter
The ensuing volatile markets have cast a serious dent in the portfolios of most hedge funds.
Tipp Hill Capital Management’s Top Bets Amid Market Volatility
Tipp Hill Capital Management is a New York City-based fund managed by Richard L. Haydon.
Five Foreign Stocks Hedge Funds Love
The easiest way to reduce a portfolio's exposure to local factors, which could both be macroeconomic or industry specific, is to invest in foreign companies listed on local exchanges...
Five Consumer Durables Stocks Endorsed by Hedge Funds
It is important for a retail investor to diversify his/her investments. Even though a sector might seem high flying, but you never know when things turn sour.
Five Best Tobacco Stocks to Buy Amid Industry Growth
With the tobacco industry registering gains north of 20%, investors seem to be fond of the industry and have high expectations about more growth in the near term.
Hedge Funds Have Endorsed These Four Insurance Stocks
The insurance industry did not make huge moves during 2015, having registered a return of around 1.70%. However, in 2016, the insurance segment in the US is expected to continue...
Hedge Funds Regret Selling These Soaring Stocks, Part 2
Whether it was for profit taking or because of a bearish view, several stocks registered a significant drop in popularity among the funds we track during the third quarter.
Five Cheap Healthcare Stocks Poised to Explode
Over the past few months the healthcare sector has undergone a roller coaster of a ride, especially in August and September when many investors got wary of the sector being overvalued...
Five Environmental Stocks to Hold This Quarter
Today, climate change is not just a hypothesis, but a harsh reality that is changing many lives.
Five Coal Miners That Hedgies Have Stocked Up On For A Turnaround
Over the past 12 months the coal industry has fallen by about 58% on average.
Five Semiconductor Stocks Hedge Funds Love
At the heart of our increasingly advanced technological environment are semiconductors.
Five Gold Mining Stocks to Own Now
From an investing point of view, it is important to recognize the future potential of companies that are beleaguered by harsh market conditions that have a strong chance of being...
Five Alcohol Stocks That Hedge Funds Are Betting On
The Brewers have posted average gains of 12.05% over the past twelve months, and there is something very dramatic taking place in the industry, the merger of the two largest companies...
Five Undervalued Agricultural Chemicals To Buy
The agricultural chemicals industry is down by about 6.6% over the last 12 months, which makes the industry an interesting study from an investment point of view.
Five Solar Stocks to Own After Climate Deal and Tax Credit Vote
Considering the recently inked Cop21 agreement in Paris, the future of green energy is more than obvious and all the countries seem to acquiesce to this direction.
Smart Money Is Seeing Upside For These Three Companies
According to a recent filing with the SEC, Christopher Sackelton and Adam Grey's Coliseum Capital has acquired some 2.74 million shares of Universal Technical Institute, Inc...
Hedge Funds Hate These 10 Large-Caps, Part 2
As we discussed in the first part of this article, by the end of 2007 hedge funds held nearly 10% of the outstanding shares of an average company listed on U.S stock exchanges...
Hedge Funds Are Selling These 10 Large-Caps, Part 2
After delineating the importance of keeping an eye on stocks that hedge funds are losing interest in and listing five such large-cap companies, we are back with the other five...
5 Gems from Peconic Partners’ Strong Technology Portfolio
William Harnisch's New York-based Peconic Partners was founded in 2000 and is focused on delivering long-term returns to investors.
Hedge Funds Are Selling These 10 Large-Caps, Part 1
Professional money managers are quick to judge when things start to turn sour for a particular company.
The Eclectic Mix of Stocks That Front Centerbridge Partners’ Portfolio
Mark T. Gallogly's Centerbridge Partners held an equity portfolio with a market value of $1.72 billion at the end of September according to the firm's latest 13F filing.
Latest Moves Show Hedgies Are Not Giving Up On These 3 Cratered Stocks
One of the cornerstones of value investing is picking out companies that the market has written off, but which could be strong market players in the future.
Madison Street Partners’ Top Q4 Stock Picks Headed by Media Stocks
Founded in 2004, Steven Owsley's Madison Street Partners focuses on undervalued or overlooked companies primarily in the small and mid-cap space.
HealthCor Management Likes These 5 Healthcare Stocks Amid Sector Turbulence
Arthur B. Cohen and Joseph Healey's HealthCor Management has nearly $2.6 billion worth of regulatory assets under its management.
New Additions Highlight Kyle Bass’ Top Stock Picks for Q4
Kyle Bass of Hayman Advisors is one investment manager with great cachet, which includes having a chapter dedicated to him in Michael Lewis' post 2007-08 financial crises book...
Billionaire Louis Bacon’s Moves Reveal Less Trust for Top Tech Names
Billionaire Louis Bacon steered his fund Moore Capital Management through treacherous waters in the first half of 2015 and delivered reasonable gains, with his firm's Global ...
Caxton Associates Plans To Extend Gains With These Top Picks
Billionaire Bruce Kovner founded Caxton Associates in 1983 and up until his retirement in 2011, he managed to deliver average returns of 21% per year.
Billionaire Michael Platt Aims To Trump His Peers Yet Again With These Top Picks
Michael Platt and William Reeves' BlueCrest Capital Management is one fund that has been an anomaly to the general disappointment felt by hedgies this year.
Billionaire Richard Chilton’s Top Picks Are Already Hitting All-Time Highs
Founded in 1992, Richard Chilton's Chilton Investment Company has over $7 billion worth of regulatory assets under its management.
Billionaire Dan Loeb’s Top Picks For A Fourth Quarter Recovery
Billionaire activist investor Dan Loeb of Third Point saw his hedge fund post losses of 8.9% for the September quarter in comparison to the S&P 500's slide of 6.4% during the ...
