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...As DD’s Sujeet Indap reported, a bulk of the recoveries comes from monetising FTX’s investment portfolio including a stake in the AI high-flyer, Anthropic....
...Its portfolio of private company bets also was marked down. Tiger’s long positions gained about 50 per cent in 2023, but its overall portfolio only rose about half that much....
...Is the resulting long-short portfolio one we would actually like to hold with our own money? Of course not!...
...“While current news has revolved around spot bitcoin ETF filings, realistically there may still be a long time to approval,” she said....
...Cambridge Associates fancies long-short hedge funds, European direct lending, structured credit and the dollar, but sees a lot more VC down rounds coming. THE GREAT NORMALISATION, says Julius Baer....
...Holdings of UK-listed companies by British pension and insurance funds have plunged from about half of their portfolios to 4 per cent over the past two decades, according to data from Ondra....
...Théo Maret is an associate at Global Sovereign Advisory and writes a sovereign debt newsletter....
...Those who carry wounds from previous recovery battles with Argentina have expressed scepticism....
...That’s what we missed: how the policy response to the regional banking crisis stabilised the banking system, which allowed a pretty sharp V-shaped recovery....
...Highly concentrated portfolios with a new strategy of mixing bonds with single stocks in technology firms such as Nvidia and Tesla also proved popular and banked on the recovery of the tech sector....
...The reason deep value tends to lead value stock recoveries is because value stock recoveries tend to coincide with countries emerging from recessions....
...Voyager intends to pursue recovery from 3AC and is in discussions with the Company’s advisors regarding the legal remedies available....
...such as finance and technology, centralising power further and reversing a decades-long trend towards separating the party from the government....
...Investors had pulled some €30bn from his team’s funds during the panic, but loyal clients were rewarded by the recovery the following year....
...Karniol-Tambour argues it is hard to have more US dominance in investment portfolios than what already exists....
...I think a lot of people were anticipating a V-shaped recovery . . . People are now waking up the realisation that volatility is going to be normal going forward.”...
...I’ve seen first-hand how she brought member states together to take novel and innovative measures to counter the economic impact of Covid-19 and help drive Europe’s recovery....
...“We have been working diligently on ideas for our short portfolio, which has been profitable this year but tracked market indices more closely than our longs,” Tiger told investors in its August letter....
...As its portfolio transforms, so too have some of its important investment roles....
...After the initial Covid crash in markets and in the economy, investors focused on what shape the recovery would take. Would it be V-shaped, with a rapid pick-up from the depths?...
...They are promoting a growing number of associates to be salaried partners, who do not share in a law firm’s profits....
...We’re also joined by Stephen Bush, associate editor and columnist at the Financial Times....
...It was his decades-long mentorship to fund manager Cathie Wood....
...For example, this newer document lists Geos LLC, a Russian private company headquartered in Novorossiysk, as the seller....
...“Many people associate volatility with risk,” Wood said. “We use volatility to our advantage,” she added....
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