The Latest from

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  January 27, 2023

  This fund almost lost everything, but made a strong comeback

  

  Between 2018 and 2020, the stock market was lifted by a rally in big tech companies. During this time, factor investing had a hard time as quantitative models could not identify profitable factors like value, size, or momentum in these conditions.

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  January 20, 2023

  This billionaire fund manager is pumped up for winning both in baseball and investments

  

  Steve Cohen is surely one of the most controversial and iconic personalities in the world of finance and investment management.

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  January 13, 2023

  This fund made record-breaking returns while others got crushed by the market

  

  Focused on quantitative strategies to trade, Cliff Asness and friends built the first hedge fund implementing highly regarded factor models. The fund continued to grow even after the financial crisis in 2008. In today's FA Alpha, let's explore Applied Quantitative Research's fund and see how it generated massive gains in 2022.

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  January 6, 2023

  This famous long-only investor continues on finding mispriced opportunities

  

  There are lots of successful investors all around the world, but few of them come to mind in terms of long-only strategies. Managing a long-only fund could be difficult due to various restrictions. Also, your performance could be highly dependent on how the market behaves over a certain period of time as you are only allowed to take positions in one direction.

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  December 30, 2022

  Here’s what sets Stephen Curry and Bill Ackman apart

  

  3 seconds left on the clock.

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  December 23, 2022

  Energy sector became investors’ favorite in 2022 and billionaires are betting on it too

  

  The energy sector shines like a diamond among all the negativity in the financial markets. Among billionaires and investors, the Energy Select Sector SPDR Fund (XLE) has been a popular way to invest in energy. In today's FA Alpha, we'll take a look at how the ETF's top holdings perform using Uniform Accounting.

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  December 16, 2022

  This ETF could be a good way to be among the winners

  

  The U.S. has remained underinvested in infrastructure for so many years. We need to renew our infrastructure and production capabilities to drive further growth in our country. The supply-chain supercycle represents these investments and it is becoming increasingly important each day.

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  December 9, 2022

  This fund manager is calling on the Fed to pivot fast

  

  Throughout the year, we saw many fund managers on the mainstream media talking about Fed’s policy and criticizing or complimenting these macroeconomic decisions. Even though they are just sharing their view, it feels like they’re highly biased because of their funds’ performances.

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  December 2, 2022

  While every fund is struggling, this one is preparing for record returns

  

  BlueCrest Capital Management provides exceptional returns, outperforming most hedge funds, through its computer algorithms and discretionary trades accompanied by aggressive stop-losses. In today's FA Alpha, let's deep dive into the company's portfolio and determine its profitability and performance using Uniform Accounting.

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  November 18, 2022

  One of the biggest hedge funds is following its plan of locking up client capital for longer

  

  2022 has been a year to forget for many hedge funds with many underperformers in this terrible market. But one fund has managed to significantly outperform the market despite the volatility. In today's FA Alpha, we will look into Citadel Wellington's top holdings through the lens of Uniform Accounting and discover what made their strategy so successful.

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  November 11, 2022

  Let’s see how activism works for this tech-focused fund

  

  Money is not a stand-alone resource for the success of a Venture Capitalist. To become one, the startup must be an activist with a clear vision. Consider Altimeter Capital's Brad Gerstner, an activist, and guiding venture capitalist who wrote an open letter to Meta (META), despite his two million shares in Meta. In today's FA Alpha, we'll look at the appeal of Altimeter holdings and whether being an activist yielded good results.

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  November 4, 2022

  Soon you’ll be able to bet against a famous TV host’s stock picks

  

  Only about a week ago, Jim Cramer started his segment with an apology. He looked close to tears. His tone was so serious, someone could have thought he had done something unforgivable.

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  October 28, 2022

  This famous hedge fund beat all its rivals in year-to-date performance

  

  It’s been a brutal year for investors. This is one of the worst years on record when you start looking across multiple asset classes.

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  October 21, 2022

  This quant fund’s fees are sky high, and its performance backs it up

  

  Depending on how a fund performs, performance fees charged to investors vary between 25% to 35%. However, one of the most successful funds, D.E. Shaw & Co., charges a hefty 40% performance fee. Investors are still piling up into the fund despite being charged a high fee. For today's FA Alpha, we will look into D.E. Shaw's actual profitability and performance that the GAAP failed to show and why investors are clinging to the fund.

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  October 14, 2022

  Aerospace & Defense is more important than it’s been in years, and this ETF stands to benefit

  

  The Russia-Ukraine war is among the most prominent global conflicts in recent history.

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  October 7, 2022

  This Fund Made a Killing During the Great Recession. Here’s What It Thinks About the Housing Market Today

  

  The last true economic cycle recession, as opposed to a fluke pandemic, was the Great Recession of 2008.

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  September 30, 2022

  With ESG funds under fire for false advertising, let’s look under the hood of this environmentally conscious fund

  

  Trillions of dollars are being poured into ESG-focused funds from all around the world with the goal of a sustainable future. However, in recent news, many of these funds have been under investigation by the SEC over allegations if they are really doing what they say they are doing. In today's FA Alpha, we will be examining DWS ESG Core Equity Fund (DESS.X), one of the funds being investigated, from a Uniform Accounting perspective.

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  September 23, 2022

  This investing master shows why looking at credit is vital to understanding equities

  

  Back in 1998, I was asked to speak at a conference for credit investors… I was 28 at the time, and given that the conference was in Las Vegas, I quickly accepted.

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  September 16, 2022

  Hedge Fund Investments and M&A Activity Vitalized the Biotech Industry

  

  Biotech companies research and develop drugs, typically in years-long processes, but they have a huge potential when they develop successful treatments.

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  September 9, 2022

  A hedge fund legend passed away, but his legacy will live on

  

  Acknowledged as one of the greats of the hedge fund and investment management industry, Julian Robertson is notorious for his dogmatic value-based investing philosophy, crushing the market for a long time. Today’s FA Alpha, we will honor the late Julian Robertson and evaluate the actual profitability of Tiger Cubs, Chase Coleman, and his Tiger Global using Uniform Accounting.

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