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Keith Meister Is Keeping Pace With The S&P Despite Its Low Tech Exposure

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valuewalk.com

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Wed, Aug 23, 2023 04:27 PM

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Warren Buffett says that his preferred portfolio strategy is to invest in small-cap stocks, but he c

[Click here if this email doesn't show properly]( Warren Buffett says that his preferred portfolio strategy is to invest in small-cap stocks, but he can’t use this strategy today because Berkshire Hathaway is too big. [Watch this free video]( on the Secrets to Finding Small Cap Hidden Gem Opportunities - and quietly build under-the-radar wealth. [Keith Meister Is Keeping Pace With The S&P Despite Its Low Tech Exposure]( [Lowell Capital Value Partners Corvex Select Equity Onshore Fund]The Corvex Select Equity Onshore Fund returned 7.8% net for the second quarter, while the Corvex Select Equity Offshore Fund gained 7.7%. For comparison, the S&P 500 Total Return Index returned 8.7% for the second quarter. Year to date, Corvex is up 14.3%. Through the end of July, the Corvex Select Equity Fund is up […]( more]( [This Top Long/Short Equity Fund Is Winning Big On The Long Side]( [Investment Southpoint Capital]Southpoint Capital's Qualified Fund rose 11.7% net for the second quarter, bringing its year-to-date gain to 10.1%. Its Qualified Offshore Fund also rose 11.7% net, bringing its year-to-date return to 10%. For comparison, the S&P 500 rose 8.7% in the second quarter for a year-to-date return of 16.9%, while the Russell 2000 was up 5.2%, […]( more]( [Arnott Capital – July Performance Update]( [Arnott Capital commentary for the month of May ended July 31, 2023. The fund returned positive 1.12% for the month of July 2023. Net exposure averaged 40% long, while gross averaged 94%. This brings our calendar year return to positive 0.82% and since inception return to positive 20.88% p.a. net of fees.]( more]( Get Access to the Exclusive Strategies Used by Leading Hedge Funds to Maximize Upside, While Managing Risk – Delivered Directly to Your Inbox Daily The world’s leading Hedge Funds know the best way to allocate capital with maximum upside and low risk…and you can get access to this inside information to help you make the best decisions when managing YOUR investments [Learn how you can get access]( [These Were Venture Capitalist John Doerr’s Favorite VC Firms In 2021]( [Hedge Funds]Many well-known investors donate millions of dollars to charities every year, and some also do so through their own foundations. Venture capitalist John Doerr of Kleiner Perkins is one of those who have established a foundation to distribute their millions, and we can get an idea of which fund managers he trusts the most by […]( more]( [Why Buffett Has Always Avoided Debt]( [Warren Buffett]Warren Buffett made the bulk of his wealth after his 70th birthday. Even though he started investing and building businesses when he was a teenager, it's the last 20 years that have really counted. Buffett has benefitted from the miracle of compound interest. All the hard work, the little wins have compounded year after year […]( more]( [Klarman Continues To Reduce Baupost’s Equity Exposure In Q2]( [Seth Klarman]Seth Klarman’s Baupost made some notable changes to its portfolio in the second quarter. According to the hedge fund’s latest 13F report, Baupost continued to sell down some of its most significant holdings, although it also boosted and acquired some more minor positions. More importantly, Baupost’s latest 13F shows the hedge fund has continued to […]( more]( [Nordstrom: 3 Reasons the Pre-Earnings Dip Is an Opportunity]( [Key Points Nordstrom's last three earnings reports have been greeted by uptrends and the company has an overall much healthier operating model these days. At the midpoint of this year’s…]( more]( [The Market Is So Over Overstock... But Is It Now Oversold?]( [From June to July, few U.S. stocks were as hot as Overstock.com, Inc. (NASDAQ:OSTK). This month, it's one of the coldest. Key Points While Overstock's Bed Bath & Beyond rebrand…]( more]( [Buffett Just Bought These 3 Stocks: Should You Invest Too?]( [It's that time once more! The period when the main street gains an insider's perspective into the actions of some of the highest-performing hedge funds and renowned investors. Fund managers…]( more]( [25 Things Frugal People Do (That You Aren’t Doing And Should!)]( [Frugality is not a dirty word, even though it’s gotten a bad rap. Why? There is a misconception that being frugal means being cheap. However, that’s not really true. Rather,…]( more]( [How To Identify Common Bear Market Traps And Avoid Them?]( [Investing in today’s volatile bear market can be difficult. 2022 was a difficult year for traders, with many of them falling victim to many traps waiting for unexpected investors. A…]( more]( [The Risks AI Poses For Small Businesses That Automate Too Quickly]( [In a time where artificial intelligence (AI) and automation is witnessing widespread adoption, the underlying risks are often overlooked, as companies seek advanced technology to improve business-related protocols and upscale…]( more]( [Disappointing Retail Earnings, Tech Bounces Back]( [In his Daily Market Notes report to investors, Louis Navellier wrote: Tech Still Has Gas Interest rates continue to creep higher, tech still bouncing back, NVIDIA opens at a new all-time high. The…]( more]( [FTSE 100 Follows Global Stocks Downwards Amid Interest Rate Concerns]( [FTSE 100 continues declines as global markets retreat amid interest rate and Chinese economy fears and soaring UK borrowing UK retail sales fell 1.2% in July, worse than expected Jitters…]( more]( [New York Is The Slowest State To Sell A Home]( [New York is the slowest state to sell your home in with an average of 59.83 days taken to close a sale Massachusetts and Delaware have an average of 41…]( more]( [The Most Crypto-Obsessed Regions In Canada Revealed]( [Yukon is the Canadian region most interested in crypto, with 1,228 related monthly searches per 100,000 people. British Columbia and Ontario also ranked high on the study, with over 1,000…]( more]( For more personal finance & stock market news, visit [Value Walk]( John D Rockefeller, Andrew Carnegie and Warren Buffet all had 1 secret that led to their success… They were all mentored by experts that knew the secrets to succeeding in business and investing. You too can be mentored by some of the top hedge fund managers in the world…and the cost is less than $2 per day. [Find out more.]( You are getting this email as you're subscribed with this address: {EMAIL}. [UNSUBSCRIBE]( | [PRIVACY POLICY]( © 2011-2023 VALUEWALK LLC. ALL RIGHTS RESERVED

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