What We're Reading ~ Hedge Fund Links 4/26/13 ~ market folly

Friday, April 26, 2013

What We're Reading ~ Hedge Fund Links 4/26/13

David Tepper builds stake in Energy Holdings debt [ValueWalk]

Mark Anson's formula for choosing a good hedge fund for your portfolio [CFA]

How hedge funds need to adapt [All About Alpha]

The mind of DoubleLine's Jeffrey Gundlach [Crossing Wall Street]

George Soros' European solution to the Eurozone's problem [George Soros]

JANA Partners says Rockwood worth $80 in possible takeover [Bloomberg]

ValueAct takes $2 billion Microsoft (MSFT) stake [Yahoo News]

John Paulson says he's staying the course on gold [Hedgeworld]

Rob Arnott: most hedge funds disappoint [Term Sheet]

Hedge fund managers mixed on 2013 outlook [HedgeCo]

Billionaire Carl Icahn's tale of aggression [Forbes India]

Hedge fund gold wagers defy worst slump in 33 years [Bloomberg]

Hedge funds plowed into gold as market looked vulnerable [Hedgeworld]

Devitt sees consolidation in outlook for fund of funds [Investment Europe]

Hedge funds find new Swiss rules good for business [Reuters]

Singapore will replace Switzerland as wealth capital [CNBC]

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