Investor Letters

Here are some more recent hedge fund investor letters. Do note that these are all .pdf files. Maverick Capital (Lee Ainslie) ... (Kyle Bass) Balyasny Asset Management LP Baupost Group (Seth Klarman) Perry Capital And, taken ... Management Corp. added $3 billion in the third quarter and Howard's Brevan Howard Asset Management LLP [more...]

Date: 2008-11-05 13:55:00

Blog posts (29) | Videos (18)
 

Asian Stocks Decline, Wiping Out 2009 Gains; Lenovo, BHP Slump

BLOOMBERG Jan. 8 (Bloomberg) -- Asian stocks declined, wiping out the benchmark index’s 2009 gains, ... Kong-based vice president of investment services at JPMorgan Asset Management Ltd., which manages ... Group Ltd. plunged 22 percent after China’s biggest personal-computer maker forecast its first loss [more...]

Date: 2009-01-08 03:20:08

Times: Madoff Losers List

Top 86 Madoff losers from the Times (1/13/09). In descending order, rounded with explanations removed.1. Fairfield Greenwich Group, $7.5 billion2 ... . BNP Paribas, $478 million17. BBVA, $404 million18. Fix Asset Management, $400 million19. Man Group ... . Kingate Management, $3.5 billion3. Tremont Group Holdings, $3.3 billion4. Banco Santander, $3.1 [more...]

Date: 2009-01-13 16:04:00

McCain's Fak-o-nomics - Fake Solutions for Real Problems

After the startling bailout of AIG last night, and the current day market's 200-300 point drop in response, Senator McCain (finally) ... s asset management group — it includes a private banking subsidiary for the wealthy, a broker dealer ... management, and a casino culture on Wall Street that has crippled one of the most important companies [more...]

Date: 2008-09-17 18:34:55

MUFG buys 9.9% stake in Aberdeen

Mitsubishi UFJ Group has bought a 9.9% stake in Aberdeen Asset Management, the Scottish fund manager, as part of a strategic alliance with Japan’s largest financial group. The purchase is being made through Mitsubishi UFJ Trust Bank, a subsidiary of MUFG that will have exclusive rights to distribute [more...]

Date: 2008-10-03 04:30:13

MUFG buys 9.9% stake in Aberdeen (pfblogs.org)

Mitsubishi UFJ Group has bought a 9.9% stake in Aberdeen Asset Management, the Scottish fund manager, as part of a strategic alliance with Japan’s largest financial group. The purchase is being made through Mitsubishi UFJ Trust Bank, a subsidiary of MUFG that will have exclusive rights to distribute [more...]

Date: 2008-10-03 00:47:04

THE FINTAG NEWSLETTER @ 13 January 2009

FINTAG COMMENT Naughty children. Bad parenting is caused by not following up threats with actions, or praise with chocolate ... SVM Asset Management, the Edinburgh based independent fund management group, says its SVM Highlander [more...]

Date: 2009-01-13 15:10:19

Will investors support Pandit's new plan for Citi?

Citigroup Inc.'s board is supposedly standing behind CEO Vikram Pandit as he pulls apart Sanford Weill's trumpeted financial ... that the banks reached a definitive agreement to combine Morgan Stanley's Global Wealth Management Group ... ? This restructuring is sounding similar to American International Group Inc.'s asset sell-off, and [more...]

Date: 2009-01-14 21:22:38

DLF Assets To Raise $450M From JPMorgan, TPG?

DLF Assets (DAL), the property fund of DLF, will raise around $450 million from a cluster of private equity investors including JP Morgan Asset Management, Texas Pacific Group and others, reports CNBC-TV18, quoting investment banking sources ... has raised $450 million from Symphony Capital, a London based investment firm in May this year. [more...]

Date: 2008-11-26 08:07:01

When investments become trades

This resonated with me, and I thought it was worth reprinting in it’s entirety, ... investment officer at Al Frank Asset Management, who owns shares of Dryships. “Our objective is to double ... Steven Wolf, managing director of investments at Source Capital Group. But bear markets, particularly [more...]

Date: 2009-01-12 13:33:46

Macquarie Group (ASX:MQG) Profits Fall By 43%

Selling stuff you bought with borrowed money is a process that’s mostly been confined to the financial markets in 2008 ... one was the 43% decline in income from asset and equity investments. There were some strange assets ... mortgages and fund management assets. It did not, however, take any write downs on Macquarie Airports [more...]

Date: 2008-11-19 17:05:14

Rule 8.3 - THUS Group Plc

FORM 8.3 DEALINGS BY PERSONS WITH INTERESTS IN SECURITIES REPRESENTING 1% OR MORE (Rule 8.3 of the Takeover Code) 1. KEY INFORMATION Name of person dealing (Note 1) Sandell Asset Management Corporation Company dealt in Thus Group Plc Class of relevant security to which the dealings 25p Ordinary being [more...]

Date: 2008-07-04 09:15:00

Rule 8.3 - Inmarsat Plc

FORM 8.3 DEALINGS BY PERSONS WITH INTERESTS IN SECURITIES REPRESENTING 1% OR MORE (Rule 8.3 of the Takeover Code) 1. KEY INFORMATION Name of person dealing (Note 1) Sandell Asset Management Corporation Company dealt in Inmarsat Group Plc Class of relevant security to which the dealings 1.75% 2017 Convertible [more...]

Date: 2008-07-08 09:21:00

AIG Names Christina Pretto Vice President, Corporate Media Relations - posted by Steven Wevodau

NEW YORK–(BUSINESS WIRE)–American International Group, Inc. (AIG) ... services and asset management around the world. AIG’s common stock is listed on the New York Stock ... and implementing AIG’s media relations strategy, counseling senior management on media affairs [more...]

Date: 2009-01-10 13:40:47

Expro scores a victory in PE takeover

U.K. oil services provider Expro International Group plc scored a victory at the High Court in London in its battle to push through an agreed £1 ... High Court judge refused an application from dissident shareholders Mason Capital Management LLC and Sandell Asset Management Corp., which together hold about 14% of Expro, to delay this week's court [more...]

Date: 2008-06-26 15:31:14

Activist Hedge Fund Investments (as of March 31, 2008)

Barington Capital Bulldog Investors Chapman Capital Breeden Capital Pershing Square Capital Costa Brava Carl Icahn Ramius Capital Dalton ... Investment Management Mario Gabelli (Gamco) Discovery Equity Partners RLR Capital Knightspoint Firebrand Capital SAC Capital Liberation Investment Group Greenlight Capital Sandell Asset Management [more...]

Date: 2008-06-11 17:23:00

Argentine Stocks Threatened by State Seizure of Biggest Holders

By James Attwood - BloombergNov. 21 (Bloomberg) -- Argentina’s stock market is fading as the state seizure of the nation’s biggest shareholders ... , the 62-year-old chairman of Buenos Aires- based real-estate and asset management group Consultatio, the sole [more...]

Date: 2008-11-21 11:07:00

Encoding Video for the Web with QuickTime Pro

One of the things we get asked about all the time is how to properly compress video for the web ... his knowledge and experience on the subject. Darwin is the founder of Let’s Get Reel, a digital asset management company whose clients include Imaginary Forces, The Ebeling Group, yU+Co. and many others [more...]

Date: 2008-11-03 18:25:42

MDOP 2008 R2 now available

Microsoft’s centralized desktop management tool has been updated to R2 and is now available to SA customers: ... : Localisation, Asset Inventory Service 1.5, and Advanced Group Policy Management 3.0. It’ [more...]

Date: 2008-10-06 14:44:49

Lone Pine Capital Hedge Fund | Stephen Mendel Jr. Exclusive Tracking

Lone Pine CapitalLone Pine Capital 13F Holdings AnalysisThis post is being written as part of HedgeFundBlogger ... (AMZN) Brookfield Asset Management Inc (BAM) Cb Richard Ellis Group Inc (CBG) Entergy Corp (ETR) Google ... | Stephen Mendel Jr.:Tontine Capital Partners - Hedge Fund HoldingsHedge Fund Tracker ToolFinancial [more...]

Date: 2008-11-19 19:48:48

RFID tags could help manage data center assets

Data center staffers are typically not employed to maintain inventories of hardware assets, ... adoption, said Jonathan Collins, U.K-based principal analyst by the RFID & contactless group at ABI ... of the extreme point of 2013. IT managers can use passive or active RFID technology. With passive [more...]

Date: 2008-10-17 03:25:38

Caprock Analytics Stock Ratings

Stock-Net presents custom stock ratings, powered by Caprock Analytics ... , Asset Management and Investment Services Group. During the year ended December 31, 2007, the UMB Bank [more...]

Date: 2008-11-05 18:04:01

Wall Street Breakfast: Must-Know News

Kuwait quits Dow deal. Kuwait has notified Dow Chemical (DOW) that it's pulling out of their planned $17.4B petrochemical joint venture ... .' DOW -2.5% premarket. NYT shrinks down. The New York Times Co. (NYT) is turning to asset sales ... include J.C. Flowers & Co., Dune Capital Management, and hedge fund Paulson & Co. The group [more...]

Date: 2008-12-29 12:50:18

Is IBM likely to layoff 16,000 jobs?

International Business Machines Corp, the biggest technology employer, may cut thousands of jobs this month amid the global economic slowdown, ... Asset Management LLC in Bedford Hills, New York. “There will be job cuts. For now, reducing ... according to the employee group Alliance for IBM.Employees have been hearing that layoffs [more...]

Date: 2009-01-07 06:14:00

AIG: Now that you own it, learn about it!

First of all—what is AIG? AIG is American International Group, the largest insurance company in the world ... insurance, life insurance and retirement services, financial services, and asset management ... into a bond for General Motors, but I’m now afraid [more...]

Date: 2008-09-19 17:01:54

MUFG first half profts fall 64%

Mitsubishi UFJ Financial Group (MUFG) on Tuesday reported a 64% drop in first half net profits to Y92bn ($953m) from Y256 ... of shares. Nobuo Kuroyanagi, chief executive, also said the bank had started talks with Morgan Stanley on co-operating in areas including asset management and overseas M&A.... [more...]

Date: 2008-11-19 05:47:18

$1.28m in grants to bolster foreclosure counselors

$1.28m in grants to bolster foreclosure counselors December 6th, 2008 THE REGION Massachusetts has received $1 ... , according to the real estate tracker Warren Group. (Jenifer B. McKim) Tweeter owner mails pay to 600 laid-off employees Schultze Asset Management, the owner of bankrupt Tweeter, said it mailed [more...]

Date: 2008-12-06 06:55:37

AIG Gets All the Free Beer and Hot Dogs It Wants

AIG The Troubled Asset Relief Program was renamed over the weekend to Troubled American International Group Relief Program ... In the case of ruined firms like AIG, management no longer has the capacity to repair the broad damage ... commitment, and the terms are being made more favorable. And not by a little,” writes Yves Smith in Naked [more...]

Date: 2008-11-10 14:12:21

in Investing With everyone tsk-tsking the Madoff scandal -- the amount lost, the after-the-fact obviousness, ... -- at least, when compared with the heavy lifting of equity research. The asset management ... assets group, private wealth management, (even retail brokerage) have access to these funds [more...]

Date: 2009-01-10 18:32:35

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