The Latest from

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  July 28, 2023

  Here’s how a fund of funds approach is performing this year

  

  The money manager market is quite static. The funds these companies create and monitor are common in style.

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  July 21, 2023

  This massive investor has a big appetite for risk

  

  The credit market is facing increasing risks as more corporations default or are close to defaulting. However, some financial institutions, such as Fortress Investment Group, are embracing this climate and are making bets on credit. Fortress is a credit-focused investment firm that seeks undervalued assets and distressed companies that can deliver strong returns over the long term. In today's FA Alpha Daily, let's look at Fortress Investment's top holdings through uniform accounting to assess their bets on the credit market.

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  July 14, 2023

  This investing legend is playing risky

  

  Investing in high-yield and distressed debt securities carries inherent risks due to the nature of the underlying companies. These types of companies often have financial instability and various management issues. Leading to a higher likelihood of default in exchange for a higher return.

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  July 7, 2023

  This famous arbitrager is celebrating 50 years of success

  

  Arbitrage strategies are one of the oldest but one of the most powerful strategies in the investment industry.

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  June 30, 2023

  This Wall Street legend is still in the game even after retiring

  

  There are many books on investing but only a few have stood the test of time and are considered essential reading by investors. One of which is the "Margin of Safety,” a book written by the renowned value investor, Seth Klarman, who has managed the Baupost Group hedge fund for over 30 years. In "Margin of Safety," Klarman laid out his investment philosophy based on the idea of buying stocks that are trading for significantly less than their intrinsic value. In today's FA Alpha Daily, let's look at Baupost’s fund through Uniform Accounting and see how his approach has helped the fund generate consistently strong returns, even during periods of market volatility.

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  June 23, 2023

  This ETF might be making money for you even in a recession

  

  As we inch closer to a potential economic downturn, the desire to adopt a defensive investment strategy is becoming more prevalent for investors. One such strategy involves investing in companies that not only hold the potential returns for stock price appreciation but also provide regular payments to investors.

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  June 16, 2023

  This activist investor’s shift in tone resulted in bad returns for its investors

  

  Activist campaigns in the world of investment management have been rising since the 1980s with legendary names like Carl Icahn leading the way.

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  June 8, 2023

  This golden book of investing provides massive returns to investors

  

  Step into the historic New York Public Library and you'll be surrounded by a treasure trove of knowledge.

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  June 2, 2023

  The infamous corporate raider’s market cap halved because of a short report

  

  The infamous corporate raider and activist investor Carl Icahn found himself in the midst of controversy following a report by Hindenburg Research last month.

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  May 26, 2023

  This fledgling ETF shows the risk of investing too early

  

  Baby Boomers have long been the driving force behind the American economy. But as they transition into retirement, their wealth growth has slowed.

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  May 19, 2023

  Investors should be cautious this year and this fund makes sure you are

  

  With the volatile market condition, rising interest rates, and recession concerns, investors should exercise prudence and lean towards safe investments. Conservative funds such as pension funds and sovereign wealth funds can be a good place for investors who wants to be extra cautious. In today's FA Alpha Daily, we'll take a closer look at the world's largest sovereign wealth fund, Norges Bank Investment Management, and determine the companies it has invested into.

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  May 12, 2023

  With another volatility this year, quant funds are poised to benefit again in 2023

  

  Volatility has been a major concern for many investors, as it creates uncertainty in the market and can lead to significant price swings. However, one particular group of investors or traders benefit from volatility—the quant funds.

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  April 28, 2023

  This ETF might provide some important benefits to investors

  

  Institutional investors have a secret website they follow religiously to gain valuable information that can change how they view the market. Despite its outdated appearance, secform4.com compiles public company filings in an easy-to-digest format, including Form 4 which reports insider trading activity. Analyzing insider trading activity provides transparency and insight into management's thinking, helping investors understand their intentions and gain confidence in the company's direction. In today's FA Alpha Daily, let's discuss secform4.com and look at why it is a powerful tool for understanding companies and their management.

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  April 21, 2023

  This Wall Street giant was right once again

  

  In 2021, George Soros made a controversial call. Everyone else was zeroing in on Chinese stocks. Blackrock was making major investments in the country. Everyone thought that the pandemic was behind us, China was rising, and it was an awesome time to jump into the company.

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  March 31, 2023

  Investors might consider being more exposed to safe havens like this ETF

  

  As inflation and interest rates started rising last year, folks had to change the way they invested. Tech companies have reversing course after dominating the market for years, while other sectors like energy had their best year in decades. The S&P 500 Energy sector gained as high as 54% in 2022.

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  March 3, 2023

  This famous fund manager made double-digit returns while distracted by a legal battle

  

  Izzy Englander has been in the news recently due to a legal battle regarding his divorce.

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  February 24, 2023

  Every good thing comes to an end, just like this legendary fund manager

  

  For over 48 years, Ray Dalio established himself as one of the most successful hedge fund managers as he founded Bridgewater Associates, one of the most distinguished hedge funds in the investment world. As he exited the firm, he did not forget to leave without having the big bucks as he pressured the firm for a sizeable exit package despite the fund's mediocre performance of 7% last January. In today's FA Alpha, we will look into Bridgewater Associates' top holdings to see if the firm can live up to its potential under new management.

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  February 17, 2023

  The rise of activism continues, this fund is pushing for a change in this famous music streaming company

  

  Activist campaigns are on the rise as recessionary concerns affect companies’ profitability and as the stock market disappoints investors. In this environment, investors are trying to find a way to make the companies they have invested in more resilient.

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  February 10, 2023

  This fund has seen a journey from being too early to becoming one of the most successful

  

  Greenlight Capital was one of the most successful hedge funds in 2022. In a year when the market was down, Greenlight managed to return 37%. That broke its all-time record from 2001.

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  February 3, 2023

  This activist fund is now pushing for a change in the biggest CRM company

  

  Founded by Paul Singer in 1977, Elliott Management targets well-known global corporations like Salesforce, the largest CRM company in the world, as part of its activism campaigns. In today's FA Alpha, let's have a look at the fund using Uniform Accounting and see if it is well-positioned for its activism strategies to work.

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