The failure of legislative reform of the housing market and the potential windfall that investors stand to gain should a favorable decision be made on the plaintiffs’ case make Fannie Mae (FNMA) and Freddie Mac (FMCC) the most divisive stocks … [Continue reading]
Investors are quite familiar with buying stocks and bonds. However, currencies rarely feature in the regular investor’s portfolio. However, watching the poles in Britain and wondering if Brexit is also attracting investors to the risk of large … [Continue reading]
I am pleased to share that I have been selected by Institutional Investor magazine as Hedge Fund Rising Star for 2016. On June 23rd, I will join industry honorees Afsaneh Beschloss (Founder and CEO of Rock Creek Group) and Paul Singer (CEO and … [Continue reading]
Have you ever wondered what it would be like to run a hedge fund? Hedge funds are both glamorized and villainized by both popular culture in TV series like “Billions” and on the political and legal arena by recent high profile lawsuits by activist … [Continue reading]
Markets, economies and political dynamics are always in flux. That's a big reason why understanding what trends have staying power — knowing how the environment of today differs from that of the past — is crucial to intelligent, informed … [Continue reading]
We’re happy to report that Institutional Investor just published our research study as their April cover story: “Asset Managers, Prepare to Have Your Business Disrupted” (about 2,000 words). You can download the full paper in PDF (10,000 words) or … [Continue reading]