Hedge Fund Links ~ 8/30/19

The stock picker versus portfolio manager communications challenge [Harvest]

Good writers make better hedge fund managers [Institutional Investor]

Hedge funds take record short positions against Aston Martin [FT]

Viking Global curbs investor redemptions to aid VC push [FT]

Third Point builds stake in Essilor Luxottica [Reuters]

Quick interview with Michael Burry on Gamestop [Barrons]

Why Mario Cibelli likes GrubHub, Becle & e.l.f. [Barrons]

Notes from a recent trip to China [Cederberg Capital]

Hedge fund Saba Capital spars with BlackRock and Neuberger [WSJ]

A look back: the Bloomberg keyboard [Bloomberg]

Hedge Fund Links ~ 1/31/19

Elliott Management looks beyond activism to full blown takeovers [WSJ]

Co-CEO of Bridgewater hails radical transparency [Barrons]

Top performing hedge fund is shorting Canada's banks on housing [Bloomberg]

How John Paulson is positioning his Celgene/Bristol trade [Bloomberg]

Diminishing returns: hedge funds look to keep it in the family [FT]

It was a tough year to be a hedge fund manager not named Ray Dalio [Barrons]

JANA liquidates two hedge funds, to focus only on activism [StreetInsider]

Fahmi Quadir was up 24% last year, but it came at a price [Institutional Investor]

How Bill Ackman convinced Hunter Harrison to ride the rails again [Financial Post]

The inside story how Carson Block made a killing last year [Business Insider]

Hedge Fund Links ~ 1/11/19

The 20% a year stock picker who wishes his edge would disappear [Bloomberg]

Deal-master Debbane - the secretive fund manager behind Oprah's WeightWatchers windfall [Forbes]

Jeff Vinik plots third comeback [WSJ]

Some 2018 performance figures of prominent hedge funds including RenTec [FT]

Bridgewater ends 2018 up almost 15% [Reuters]

Greenlight down 34% in 2018 [Bloomberg]

The money managers to watch in 2019 [WSJ]

Muddy Waters up 20% in 2018 [Institutional Investor]

Harvard quietly amasses California vineyards [WSJ]

Scott Bessent is preparing for the great divergence [AFR]

Mega family offices strike Transatlantic partnership [Bloomberg]

Hedge Fund Links ~ 10/19/18

Taking investment teams from good to great [CFA Institute]

Profile of Cliff Asness [Bloomberg]

Summary of Sohn Tel Aviv conference [Reuters]

Ray Dalio on the most important habits to build [LinkedIn]

Eddie Lampert was a wizard, now he's coming to terms with failure [NYTimes]

Profile of Joel Greenblatt [Barrons]

Hedge fund bets on beaten up New York Taxi medallions [WSJ]

Hedge fund stars crying uncle gives industry hope [Bloomberg]

Tips for aspiring portfolio managers [CFA Institute]

Hedge funds: Your fees are Bull%$&* [Institutional Investor]

Hedge Fund Links ~ 10/12/18

Hedge fund Highfields Capital to shut down [Reuters]

Another shutdown: Tourbillon Capital [Bloomberg]

Recent thoughts from Stan Druckenmiller [Business Insider]

Profile of Elliott Management's Paul Singer [New Yorker]

Profile of Jim Chanos [Institutional Investor]

Profile of Joseph Edelman: The 41% man [Institutional Investor]

Study finds funds in the business of breaking up deals see payday [CNBC]

At hedge funds, where are the women? [WSJ]

The incredible shrinking hedge fund [Bloomberg]

When not to invest in a hedge fund [Institutional Investor]

A fund manager's fancy car might be a red flag [Barrons]

Hedge Fund Links ~ 5/11/18

Inside the strange odyssey of hedge fund manager Eddie Lampert [Vanity Fair]

Do hedge funds profit from public information? [SSRN]

Hedge funds that do the most research will post the best returns [CNBC]

Activist ValueAct sets sights on Citigroup [WSJ]

At short selling conference, hope springs eternal [Institutional Investor]

More hedge funds closed than opened in 2017 [Bloomberg]

Third Point seeks to launch blank check company [Reuters]

Time to go long David Einhorn [Forbes]

Hedge fund manager reportedly owes $1 billion in taxes [CNBC]

A sidelined Wall St legend bets on bitcoin [New Yorker]

The last days of Whitney Tilson's hedge fund [Institutional Investor]

Hedge Fund Links ~ 3/16/17

A look at D.E. Shaw: How a group of computer geeks changed Wall St [NYMag]

Paul Tudor Jones predicts inflation surge [CNBC]

Elliott Management urges change at Telecom Italia [Bloomberg]

Coatue's Philippe Laffont says AI will transform Intel and Twitter [Forbes]

On Bridgewater's big bet against Europe [Reuters]

Halvorsen's Viking moves into big data [Bloomberg]

Greenlight off to a rough start this year [Reuters]

US Treasury to close carried interest loophole [Reuters]

Hedge Fund Links ~ 1/26/18

Steve Cohen is about to make his return [Business Insider]

Seth Klarman watching for stumbles among unicorns [WSJ]

Clash between founder and protege at Och-Ziff [WSJ]

This massive hedge fund is betting on AI [Bloomberg]

Sachem Head pushes Whitbread to consider breakup [Reuters]

David Tepper says market is as cheap as year ago [CNBC]

Jana Partners more invested today than ever [CNBC]

ValueAct launching fund with social goals [CNBC]

World's best female poker player joins Bridgewater [Bloomberg]

One of Paulson's funds is down 70% over four years [Bloomberg]

Pershing Square cuts staff, shuns limelight [Reuters]

Boone Pickens closes energy hedge fund [Reuters]

Hedge Fund Links ~ 12/8/17

Inside Elliott Management: how Paul Singer's hedge fund always wins [Fortune]

On the lack of women in the hedge fund industry [Bloomberg]

Ratan Capital founder and an ex-Brahman employee shared confidential info [SEC]

Neil Woodford thinks we're in a bubble [Woodford]

Tudor to shutter discretionary macro fund in restructuring [Bloomberg]

Hutchin Hill shutting down [Bloomberg]

Leon Cooperman loves Navient, but thinks it'd be better off dead [Bloomberg]

The fastest way to wreck your hedge fund career [Institutional Investor]

Hedge Fund Links ~ 12/1/17

David Tepper says Fed faces challenge of letting markets correct [Reuters]

Tudor to shutter discretionary macro fund [Bloomberg]

Profile of Light Street's Glen Kacher [Fobes]

Tiger Global sells some Flipkart [Livemint]

Hedge fund recruiter on what it takes to get a senior level job [Business Insider]

Summary of the Legends4Legends conference [HF Journal]

A hf manager committed fraud. Would the US let him go? [NYTimes]

Hedge Fund Links ~ 11/10/17

Hedge funds are having their best year since 2013 [Bloomberg]

RenTech's Bob Mercer steps down [Bloomberg]

Bruce Berkowitz liquidates hedge fund that owned Sears [Bloomberg]

David Einhorn says value investing will make a comeback [CNBC]

Hedge Fund Links ~ 10/13/17

Hedge funds ain't dead yet [WSJ]

Hedge funds dabbling in more obscure markets [WSJ]

Mark Yusko wanted to do round 2 of Buffett vs hedge funds bet [CNBC]

Warren Buffett decides not to do second wager against hedge funds [CNBC]

Nope, hedge funds are still in the dumper [Bloomberg]

Baupost one of the larger holders of Puerto Rican debt [The Intercept]

Man Group letting computers trade all on their own [CNBC]

Down $240 million on his 7-year short, a China bear gives in [Bloomberg]

Sun co-founder gets secretive hedge fund to make huge chip bet [Bloomberg]

Man starting world's biggest crypto fund calls bitcoin a bubble [Bloomberg]

Hedge Fund Links ~ 9/22/17

Klarman's Baupost Group plans to return some investor money [Bloomberg]

Hugh Hendry closes hedge fund after 15 years [Bloomberg]

Conatus Capital to shut down [Bloomberg]

Bridgewater to launch fund in China [WSJ]

Hedge funds bet on bright future for metals [Reuters]

The man running California's lean, mean endowment machine [Bloomberg]

In private equity, illiquidity is a feature not a bug [Abnormal Returns]

Private assets are the new hedge funds [Bloomberg]

The next quant meltdown [ii alpha]

Wealthy families are cooling on hedge funds except in one area [Quartz]

How hedge funds are handling a possible disaster [Bloomberg]

False peace for markets? Trader is betting millions on it [NYTimes]

Hedge Fund Links ~ 8/25/17

Carl Icahn's failed raid on Washington [New Yorker]

Paul Singer's Q2 letter warns of crash in China [ValueWalk]

Profile of Sequoia Fund [Washington Post]

Latest thoughts from Tourbillon Capital [Business Insider]

Rentec's Medallion fund opened for first time in forever [Bloomberg]

Former Harvard money manager launching digital currency hedge fund [Bloomberg]

Hedge Fund Links ~ 8/11/17

Risks are rising while low risks are discounted [Ray Dalio]

Activist hedge funds target bigger and bigger US companies [CNBC]

Sustainability of hedge fund reinsurers questioned [Business Insurance]

Mega hedge funds are reporting big gains [Bloomberg]

A look at Michael Hintze of CQS [AFR]

Lessons from a trading great: Stanley Druckenmiller [Macro Ops]

Hedge Fund Links ~ 8/4/17

Excerpts from Highfields Capital's letter [Business Insider]

Steve Eisman says financial system 'safe' but worried about Europe's banks [Business Insider]

Thoughts from Dan Loeb on Third Point Re's conference call [CNBC]

Hedge funds turn to dark web to gain an edge [FnLondon]

Paul Tudor Jones clients pull 15% from main hedge fund [Bloomberg]

Fledgling quant funds seek to disrupt Wall Street [FT]

Hedge Fund Links ~ 7/28/17

Baupost's Jim Mooney warns of potential trigger for next crisis [Business Insider]

Paulson winds down long/short fund amid strategy refocus [Bloomberg]

Would you invest with Steven Cohen? [Institutional Investor]

Activist hedge funds pull hard on the M&A lever [Reuters]

Wealthy investors are leaving hedge funds for real estate [Bloomberg]

Loophole closed: hedge fund managers prepare huge tax checks [WSJ]

Hedge Fund Links ~ 7/14/17

Bridgewater's Ray Dalio says 'keep dancing' but party ending soon [CNBC]

Ex-Viking CIO Sundheim plans to start equity hedge fund [Bloomberg]

Tourbillon's Jason Karp: this market doesn't make any sense [Business Insider]

Robert Soros stepping down from Soros Fund to start his own [Business Insider]

Insurance dedicated funds: the hot new way to avoid taxes [Bloomberg]

Hedge funds makes the case for humans over AI [Bloomberg]

The book tour approach to launching a hedge fund [All About Alpha]

The last hedge fund pit bull [Institutional Investor]

Investing pioneer Jay Regan on hedge funds, fees and competitive markets [Collaborative Fund]

Hedge Fund Links ~ 6/9/17

Seth Klarman says investors are missing huge risks [Business Insider]

As Point72 returns flatline, Steve Cohen eyes $20 billion for fund [Bloomberg]

John Paulson is struggling to hold onto client money [Bloomberg]

Hedge funds go to war over US defense contractor TransDigm [FT]

Elliott Management on 5 lessons that have shaped how it invests [Business Insider]

Machine learning set to shake up equity hedge funds [FT]

The quants run Wall Street now [WSJ]

Paul Tudor Jones said to back AI hedge funds [Bloomberg]

Hedge Fund Links ~ 5/12/17

Latest thoughts from Bridgewater's Ray Dalio [LinkedIn]

Carl Icahn scrutinized for shaping policy that helped him profit [NYTimes]

Carl Icahn loses $179 million on Hertz double down [Bloomberg]

Singer's flagship fund said to raise $5 billion in commitments in 24 hours [Bloomberg]