Tollymore Investment Partners 2Q20 Letter: Up 20% YTD
Tollymore Investment Partners letter to investors for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear partners, Tollymore Investment Partners generated returns of +19% in the first six months of 2020, net of all fees and expenses. Investment results since inception are shown below: Tollymore Investment Partners’s Raison […]
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Another Source Of Alpha Kicks In
Another Source Of Alpha Kicks In: Cash Substitutes In an article published in February, I wrote about another possible source of alpha, names that appear on Portfolio Armor‘s “cash substitute” list: Q2 2020 hedge fund letters, conferences and more As part of our portfolio construction process, we start with equal dollar amounts of underlying securities […]
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The Alarming Potential Impacts Of Proposition 22
New Report Finds Proposition 22 (Uber, Lyft & DoorDash Ballot Initiative) to be harmful to workers, communities, and good government in California Q2 2020 hedge fund letters, conferences and more San Francisco, CA— A new report published by The Partnership for Working Families and the National Employment Law Project (NELP) called “Rigging the Gig” highlights […]
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Read MoreMonthly Dividend Stock In Focus: Great Elm Capital
Published on July 7th, 2020 by Josh Arnold Income investors…
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Chinese stocks pulled back despite COVID-19 improvements
Commenting on the pull back in Chinese stocks and trading at midday, Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and more Pull Back In Chinese Stocks The major indices are mixed and flat at midday following a bearish overnight shift and a choppy but positive morning session. Chinese stocks pulled […]
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Privet And UPG Won Three Seats On Synalloy Board
Privet Fund Management and UPG Enterprises won three board seats on Synalloy’s eight-member board via a shareholder vote, concluding one of the year’s most contentious proxy fights. The activists, who hold a combined stake of around 25%, had nominated five directors in the hope of gaining majority representation on the board. Q2 2020 hedge fund […]
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Financial Stress Is The Second Global Crisis We Are Facing
No matter what level of income you’re on, a global financial crisis can be extremely stressful for anyone. It boils down to one simple reason; uncertainty. Q2 2020 hedge fund letters, conferences and more Humans hate uncertainty. In fact, a study in 2016 showed that humans find uncertainty even more stressful than knowing something bad […]
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The Joys of Compounding
Excerpted from The Joys of Compounding by Copyright (c) 2020 Gautam Baid. Used by arrangement with the Publisher. All rights reserved. Q2 2020 hedge fund letters, conferences and more Chapter 1 – Introduction: The Best Investment You Can Make Is An Investment In Yourself I constantly see people rise in life who are not the […]
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How Dodd-Frank Changed Whistleblowing Forever
Throughout history, people have blown the whistle when they’ve seen companies do things that aren’t right, but the number of whistleblowers has certainly increased in the years since the Dodd-Frank Act. At the Berkeley Center for Law and Business’ Virtual Fraud Fest last week, panelists talked about whistleblower trends. Q1 2020 hedge fund letters, conferences […]
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