I am the founder and CEO of ValueWalk. What started as a hobby ten years ago, has turned into a well known financial media empire with millions of monthly visitors focusing in particular on simplifying the opaque world of hedge fund world. Before doing ValueWalk full time, I
A Magnificent 2024? Managers Review Their Magnificent Seven Holdings
Take out the Magnificent Seven, and the S&P 500 would have had an average return of about 8% last year, as some 72% of its stocks underperformed the index.
A Modern Approach to Phil Fisher’s Scuttlebutt Investing
Simply, the Scuttlebutt Method refers to a process of gathering as much information about a company by talking with members or employees associated with the company.
Three Small Caps That Hedge Funds Just Added to Their Portfolios
In the fourth quarter, hedge fund managers were mining the small-cap universe for good deals, which is not easy when such a large chunk of the companies are not profit...
In November, Hedge Funds Enjoyed Their Best Month Since January
Nearly all of PivotalPath's indices were positive for November, with the only two exceptions being managed futures and global macro.
This Red Flag Is An Ominous Sign That The Time For Greed May Be Over
Most investors have probably seen the numerous headlines trumpeting the top finding from Goldman Sachs' most recent "Hedge Fund Trend Monitor."