Copper Company Reaches Agreement To Expand Copper-Gold Project
Investors - this copper company recently reached an agreement to expand its copper-gold project. Copper is the third most-consumed industrial metal in the world and massive infrastructure spending is expected to drive the price of copper to new all-time highs. This company has solid market fundamentals and a proven track record.
Many investors follow the crowd when picking stocks, but some, like Baupost chief Seth Klarman, take a more contrarian view. In fact, contrarian investing can generate significant returns for investors who play their cards right because it provides opportunities to buy stocks at deep discounts. In an episode of MasterClass' new four-part series called "Mastering […] 
Welcome to our latest issue of ValueWalk's hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, […] 
Carlson Capital's Double Black Diamond fund declined 2.83% net in May, bringing its year-to-date return to 0.34% net. The fund's equity relative strategy continued to dominate its returns, but losses in its event-driven strategy, strategic investments and center book more than offset those gains. Fund Performance In his June letter to investors, which was obtained […] 
Arnott Capital commentary for the month of May ended May 31, 2023. The fund returned positive 0.99% for the month of May 2023. Net exposure averaged 35% long, while gross averaged 85%. This brings our calendar year return to negative 2.62% and since inception return to positive 20.84% p.a. net of fees. Q1 2023 hedge […] 
Like many well-known hedge fund managers, Bill Ackman is involved with charity work through the work and grant-making activities of his own foundation, the Pershing Square Foundation. A few years ago, activist investor Ackman was well-known for making waves in the stock market. However, amid the increasing regulatory scrutiny of short-sellers, the Pershing Square Capital […] 
One of the long-running debates among investing professionals is the growth versus value debate. Of course, the last few years have shown how each factor can outperform the other in different macro environments, so history has much to teach on the subject. At the Ben Graham Centre's 2023 Value Investing Conference, hosted by Ivey Business […] 
