What We're Reading ~ Hedge Fund Links 9/19/14 ~ market folly

Friday, September 19, 2014

What We're Reading ~ Hedge Fund Links 9/19/14

Brevan Howard's Charlotte Valeur talks strategy [FINalternatives]

Seth Klarman cautions against complacency bubble [ValueWalk]

Picking hedge funds is hard [Abnormal Returns]

Highland Capital on whether the bull market in US airlines will continue [Harvest]

Don't forget the 'hedge' in hedge fund [First Adopter]

The beginning of the end of the hedge fund gravy train [Abnormal Returns]

Profile of ValueAct / Jeff Ubben [Fortune]

The (obscene) cost of hedge funds [FT Alphaville]

Trian makes case to split up DuPont [WSJ]

Tiger Ratan's Chopra stumbles in rise to top [Bloomberg]

Hedge fund's equity titans come unstuck in Europe [eFinancial News]

Activist investors build up their war chests [WSJ]

Alibaba gets interest from Tepper, Loeb, Cooperman [CNBC]

Oaktree fund betting big on economic downturn [CNBC]

Puerto Rico finds it has new friends in hedge funds [Dealbook]

Most hedge fund managers are overpaid [Bloomberg]

CFTC eases hedge fund advertising ban [WSJ]

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