What We're Reading ~ Hedge Fund Links 10/25/13 ~ market folly

Friday, October 25, 2013

What We're Reading ~ Hedge Fund Links 10/25/13

Excerpts from Lone Pine's Q3 letter [II Alpha]

Some excerpts from Conatus Capital's Q3 letter [CNBC]

Children's Investment Fund is the largest Royal Mail shareholder [FINalternatives]

Hedge funds with high 'human alpha' outperform their peers [ValueWalk]

A profile on ValueAct's Jeff Ubben [Fortune]

Buffett's Berkshire cuts Tesco stake by 300m [Telegraph]

Perry Capital to sell stake in LEG [HedgeWorld]

Regulation changes the way hedge funds grow [FT]

Pension Funds love Wall Street [Bloomberg]

Shanghai aims to be hedge-fund central [WSJ]

College endowments show little investment skill [Forbes]

Carl Icahn's new activist website [Shareholders' Square Table]

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