Carlson Highlights Extreme Anxiety In Event-Driven Market Amid Regulatory Changes [Exclusive]

--------------------------------------------------------------- [ad-image]( --------------------------------------------------------------- [Carlson Highlights Extreme Anxiety In Event-Driven Market Amid Regulatory Changes [Exclusive]]( [Hedge Funds]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 […]( [Read On »]( --------------------------------------------------------------- [Arnott Capital – May Performance Update]( [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 […]]( [Read On »]( --------------------------------------------------------------- [These Are Bill Ackman’s Favorite Hedge Funds And Private Equity Funds]( [Bill Ackman]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 […]( [Read On »]( --------------------------------------------------------------- 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. [Click to read more and ADD THIS COMPANY TO YOUR WATCHLIST!]( [This Value Investor Thinks We’re About To Enter A Bull Period For Value]( [value investing]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 […]( [Read On »]( --------------------------------------------------------------- [Charlie Munger’s Advice On Life And Investing From 2011]( [Charlie Munger]Between 1984 and 2011, Charlie Munger, the vice-chairman of Berkshire Hathaway and Warren Buffett's business partner, served as CEO and Chairman of Wesco Financial, and the company's AGMs became one of the must-attend events on the calendar for value investors. Munger ran Wesco as a mini Berkshire, although it did have a different strategic focus […]( [Read On »]( --------------------------------------------------------------- [Odey Asset Management Recoils From Accusations Against Founder]( [Crispin Odey]When Crispin Odey walked free from court in 2021 after successfully defending himself against a sexual assault claim made by a female banker, the British hedge fund manager would have been hoping to draw a line under the case, which drew unwanted criticism to both him and his company, Odey Asset Management. A year before […]( [Read On »]( --------------------------------------------------------------- --------------------------------------------------------------- [DealHub.io Acquires Usage-based Billing Company Subzee]( [Austin, United States, June 27th, 2023, FinanceWireDealHub.io, today announced the acquisition of Subzee, a billing platform specializing in managing usage and recurring pricing models, expanding its leading CPQ into a…]( [Read On »]( --------------------------------------------------------------- [Market Timing Advice Will Improve When More Investors Become Aware of How Important It Is]( [It’s a rare thing to see an article explaining how best to engage in market timing. Most of today’s investors either don’t believe that market timing is necessary or don’t…]( [Read On »]( --------------------------------------------------------------- [OKX Liquid Marketplace Launches 'Nitro Spreads' Enabling One-Click Basis Trading for Institutional Clients]( [Dubai, UAE, June 27th, 2023, ChainwireOKX, the second-largest crypto exchange by trading volume and a leading Web3 technology company, today launched its new 'Nitro Spreads' feature on its institutional Liquid…]( [Read On »]( --------------------------------------------------------------- [Carnival Stock Down Despite Accelerating Demand, Earnings Beat]( [Key Points Carnival shares are selling off at Monday's market open; the decline follows the company's release of its second quarter 2023 earnings results. A seemingly significant disconnect is seen…]( [Read On »]( --------------------------------------------------------------- [Wayfair: From Steep Decline to Recent Surge]( [Key Points Wayfair's stock has seen a steep decline followed by a recent surge, signaling a potential turnaround. The business update shows improving revenue trends and a focus on achieving…]( [Read On »]( --------------------------------------------------------------- [NRG Fastest Mover in S&P As Activist Investor Pushes For Change]( [Key Points Houston-based utility NRG Energy surged 3.94% as the company addressed concerns of activist investor Elliott Management, which acquired a $1 billion stake in NRG in May. The company announced…]( [Read On »]( --------------------------------------------------------------- [Double-Digit Dividend Hike Reels Investors Back to Smith & Wesson's Stock]( [SWBI stock goes into the week 20% higher as investors celebrated bullish Q4 and bigger yield payout In a sharp rebound after a challenging fiscal year, Smith & Wesson Brands…]( [Read On »]( --------------------------------------------------------------- [Ready To Buy Property After Your Divorce: Here's 7 Things You Should Know]( [Dissolution of marriage can be an unsettling experience for any partnership and family. With so much happening over the course of the divorce proceedings, which can take anything from 12…]( [Read On »]( --------------------------------------------------------------- [Growth Funds Dominate First Half Performance But Lead In Outflows]( [Lipper assigns funds both capitalization and size based on our quantitative Holdings-Based Classification (HBC) model. We’ve written about this in the past. The results of this model help build peer…]( [Read On »]( --------------------------------------------------------------- [The US Industries Receiving The Highest Amount Of Business Loans]( [The agriculture and forestry industry receives the highest amount in approved business loans, per employee and per establishment, The mining, quarrying, and oil/gas extraction industry takes second place Accommodation and…]( [Read On »]( --------------------------------------------------------------- Still want more? [Value Walk]( You are getting this email as you're subscribed with this address: {EMAIL}. [UNSUBSCRIBE]( ) | [PRIVACY POLICY]( © 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED