About 10% of troubled company’s bonds, worth £60m in total, are out on loanInternational investors have placed large bets against troubled office space company WeWork, after it pulled plans to float on the stock market amid widespread scepticism about its valuation and concern about its corporate governance.About 10% of WeWork’s bonds, worth €67m (£60m) in total, were out on loan as of Tuesday, according to financial data firm IHS Markit. Continue reading… [Read More...]
Investor Attendee List – Ritz Carlton Investor Event
Guest Post by Richard C. Wilson, Founder of the Family Office Club:Our next investor club meeting, the Super Summit is at the Ritz Carlton featuring 700 participants, 200+ investors, and 75 family offices and private investors speaking on stage over a fast-paced 1.5 day agenda. This event is called the Family Office Super Summit and some investors speaking do not want to be listed on our website or in this email due to privacy but here are 66 of the 75 speakers you will hear from and be able to network with while attending this event.Please keep in mind not a single speaker at any of our 32 live events a year is a “paid speaker” – they are not paid to go on stage just to share their theories and … [Read More...]
Quant Mutual Funds Lag Stocks This Year, Bank of America Says – Institutional Investor
Quant Mutual Funds Lag Stocks This Year, Bank of America Says Institutional Investor [Read More...]
This Game Show Will Pay Off Your Student Loans
If you win on this game show, you may be able to say good bye to your student loans. [Read More...]
Investors pull £2.8bn out of UK property funds amid high street gloom
More real estate funds may have to impose extraordinary liquidity measures – FitchInvestors pulled almost £3bn out of UK property funds over the past year, highlighting the toll that extended Brexit uncertainty and high street gloom have had on the sector.Data prepared by Morningstar shows that £2.8bn was taken from 15 open-ended commercial property funds that offer daily liquidity to investors, putting pressure on the cash buffers used to cover customer withdrawals. Continue reading… [Read More...]
Why Mutual-Fund Investors May Face Taxes – Yahoo Finance
Why Mutual-Fund Investors May Face Taxes Yahoo Finance [Read More...]
Primecap Management Keeps Buying Pros Holdings
The transitioning company fits the bill of the outperforming but quiet firm [Read More...]
Barclays deposits a large dose of common sense at the Post Office
Bank’s unilateral exit from Post Office cash withdrawals was always a PR own goalBarclays U-turns on ban on Post Office withdrawals“At Barclays, stakeholder engagement is key to ensure responsible balanced decisions are made,” runs the corporate blurb in the annual report, describing a well-oiled process whereby the bank fulfils its duties as an upstanding corporate citizen by maintaining “an open and frequent dialogue” with outsiders.If only. Sometimes only an old-fashioned public drubbing at the hands of MPs, banking campaigners and newspapers is enough to catch the bosses’ attention. So it is with the Post Office affair. Barclays has capitulated. It will now opt back into an industry-wide arrangement that allows customers to use debit cards to withdraw cash at Post Offices. … [Read More...]
Buffett’s Alpha?
Warren Buffett prudently invests 99% of his wealth in absolute return strategies, like most risk averse savers. Leverage, arbitrage, derivatives, event-driven, opportunistic, special situations and macro strategies have driven his returns since inception in 1954. Short selling cocoa futures was Warren’s first major arbitrage. Despite FACTS, some insult Warren by claiming he isn’t even a hedge fund manager! If Berkshire Hathaway isn’t the archetypal hedge fund, there are no hedge funds. BRKA manages $500 billion, AUM grown from capital appreciation not from wining and dining pension “consultants”.One counterexample, ONE, is sufficient to destroy the dangerous passive fad and ridicule index fund “Nobel” laureates. Don’t trust naive lists of unanalyzed stocks sold as “low fee” but high cost, no skill, zero work, volatile index funds. Past returns … [Read More...]
Third Point’s Q3 Letter: EssilorLuxottica Thesis
Dan Loeb’s hedge fund firm Third Point is out with its third quarter letter. In it, they touch on activist investing, their successful investment in Sotheby’s (BID), an update on Sony (SNE) and Argentine Credit, and also outline their thesis on newer holding EssilorLuxottica.Of the latter, they write:”Our analysis of potential merger synergies points to over €1 billion in additional profit through efficiencies and revenue growth, almost double the Company’s current targets. In the near?term, this will be driven by cross?selling to wholesale customers, insourcing lens procurement, and supply chain efficiencies. The longer?term opportunity to disrupt the industry value chain is even more appealing: combining lens and frame to shrink raw material need and waste, reducing shipping costs by merging prescription labs with global distribution … [Read More...]
3 Mutual Fund Misfires to Avoid – December 05, 2019 – Yahoo Finance
3 Mutual Fund Misfires to Avoid – December 05, 2019 Yahoo Finance [Read More...]
5 Questions To Ask Your Advisor Before You Invest Another Dollar
If trust is the foundation of a successful relationship, transparency is its cornerstone. Without transparency, it’s impossible to gain and maintain trust. This is particularly true when it comes to your financial relationships. [Read More...]
3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio – December 05, 2019 – Yahoo Finance
3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio – December 05, 2019 Yahoo Finance [Read More...]
Many middle-class Americans plan to work until they die
An increasing percentage of middle-class Americans are worried that they’ll have to work until their 80’s or even longer, according to a new survey. [Read More...]
To Get Your Portfolio Back On Track Do This First
To get your portfolio back on track, the first step is to figure out if you have great investment managers. [Read More...]
Investors in Neil Woodford fund could lose further £1bn
Hundreds of thousands of investors face huge collective loss as income fund winds upHundreds of thousands of investors locked in Woodford equity income fund could lose a third of their remaining investments by the time it is wound up, according to analysis commissioned by its administrators.It would mean investors could collectively lose another £1bn, after administrators decided to fire fund manager Neil Woodford and close the fund, which was last valued at £3.1bn. Continue reading… [Read More...]
The Man Who Solved The Market Book Review: How Jim Simons Launched The Quant Revolution By Gregory Zuckerman
Three-time winner of the Gerald Loeb award, author Gregory Zuckerman has just released his latest book, The Man Who Solved The Market: How Jim Simons Launched The Quant Revolution. Before diving in, let’s take a second to acknowledge that it’s amazing such a book exists in the first place. The subject of the book, Jim Simons and his firm Renaissance Technologies (‘Rentec’), have always been shrouded in secrecy. Most on Wall Street have at least heard of their mysterious Medallion Fund and heard rumors of the insane returns it generates. But little was actually known about the firm and how it made money.For those unfamiliar with Rentec, a quote from the book jacket sums up why you should care (emphasis ours): “No other investor – Warren… [Read More...]
What Are Commodity Mutual Funds? – Yahoo Finance
What Are Commodity Mutual Funds? Yahoo Finance [Read More...]
Pensions ask retirees to pay back tens of thousands
Read full story for latest details. [Read More...]
Fund Manager Romain Ruffenach Explains Why He Likes A Few Japanese Stocks
European fund manager Romain Ruffenach discusses his interest in select Japanese stocks and the idea of value. [Read More...]
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