What We're Reading: Hedge Fund Links ~ 2/1/13 ~ market folly

Friday, February 1, 2013

What We're Reading: Hedge Fund Links ~ 2/1/13

Earlier this week we posted up analytical links and below are updates on the industry:

Hedge Fund News Links

Highbridge's Dubin & York's Dinan make bullish case for equities [HF Intelligence]

Thoughts from Paul Singer, Lee Ainslie & Jeff Vinik at Breakers Conference [HF Intelligence]

Transcript of Ray Dalio's comments at Davos [Santangel's Review]

Greenlight Masters Fund up 10% for 2012 [ValueWalk]

Ackman vs Icahn: who's the better investor? [II Alpha]

The appeal of hedge funds that cost more and return less [NYTimes]

Palm Beach County as the next hedge fund center [Dealbreaker]

GAIM Conference: golden age of alpha is over for hedge funds [COOConnect]

Tiger Global amassing giant internet portfolio [PEHub]

Beneath the calm, SAC works to contain fallout from inquiry [Dealbook]

The demise of 2 & 20 fee structures [Reuters]

Buffett said to have expressed interest in buying NYSE Euronext [NYTimes]

Pensions bet big with private equity [eFinancialNews]

Ackman, Herbalife and celebrity short sellers [NYTimes]

Compliance: fast-changing social media makes advisers scramble [Reuters]

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