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5 days ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
Twenty-five-year sentiment indicators have neared peak negativity, but Coatue doesn’t buy it. At the 2025 East Meets West Conference, Coatue’s Philippe Laffont and Thomas Laffont, both co-founders of the conference, shared their keynote address on the state of the markets, outlining their outlook on the macroeconomic landscape and the public and private markets.
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1 week ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
Flexible capital providers who are looking past Europe might be overlooking some massive opportunities. The Davidson Kempner team wrote a white paper on opportunities in Europe because they were excited about the deals and opportunities they were seeing there. Meanwhile, pessimism about Europe remains high and priced into the markets via valuation discounts.
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1 week ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
Greg Lippman’s LibreMax Partners outperformed the broader markets in the first quarter, returning 2.97% for the first three months of the year. The S&P 500 Total Return Index was off 4.27% for Q1, while the HFRI Fund Weighted Composite Index was down 0.42%. The HFRI RV Fixed Income Asset Baked Index gained 2.27%, and the Merrill Lynch High Yield Cash Pay Index was up 0.97%. LibreMax had about $11.8 billion in assets under management at the end of March.
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2 weeks ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
Dan Loeb’s Third Point Partners Qualidied is reporting a 4.9% increase for May, bringing its year-to-date return to 0.7%. In a note to investors, which was obtained by Hedge Fund Alpha, the firm reported that it fully exited AT&T Inc (NYSE:T), which was a new position reported on its 13F for the first quarter. Third Point owned about 3.8 million shares of AT&T as of Q1. Read more hedge fund letters hereThe firm also trimmed its stake in Fortive, which it first owned in the fourth quarter of 2024.
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1 month ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
The 2025 Sohn Hong Kong Conference is coming up on May 30 at the Asia Society. In anticipation of the event, Hedge Fund Alpha is bringing you full-length features of some of the presenting managers. Graham Rhodes, founder and chief investment officer of Longriver Investment Partners, will be presenting as part of the Next Wave portion of the 2025 Sohn Hong Kong Conference. Longriver Investment Partners is a global value investing firm Rhodes founded in Hong Kong in 2022.
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1 month ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
The 2025 Sohn Hong Kong Conference is coming up on May 30 at the Asia Society, and we're featuring a series of speakers at this year's conference. Jay Kahn, founder and managing partner at Tiger grandcub Flight Deck Capital, has spoken at Sohn San Francisco a few times and at Sohn Australia during the COVID-19 pandemic.
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1 month ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
In the world of hedge funds, significant emphasis is placed on returns and track records. However, one expert says advisors aren't allocating to hedge funds purely because of their returns or performance. In a recent interview with Hedge Fund Alpha, Alan Strauss, senior partner and investor relations director at Crystal Capital Partners, highlighted the hedge fund strategies that are most in demand among advisors, adding that the key is risk mitigation rather than return enhancement right now.
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1 month ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
The London Value Investor Conference 2025 is in the books, bringing with it lots of interesting commentary and stock picks. Here are some of the most interesting ideas and presentations from this year’s conference. Gain premium access to NY Sohn's top ideas—save 20% with code CONFERENCE20. Simon AdlerSchroders’ Simon Adler talked about what happens when complex models sour. They start by looking for low valuations and then build a financial model using 10 years of history and forensic details.
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1 month ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
The 2025 Sohn New York Conference is in the books, bringing with it many interesting ideas and lots of exciting commentary. David Einhorn of Greenlight Capital was one of the presenters, and he shared his thesis for the German chemical company Lanxess (ETR:LXS) (OTCMKTS:LNXSY). Table of ContentsToggleGain premium access to NY Sohn's top ideas—save 20% with code CONFERENCE20.
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1 month ago | 
hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones
The 2025 Sohn New York Conference is tomorrow, bringing with it many amazing stock ideas and some excellent commentary. Victor Bonilla of Carrollwood Capital Management is participating in the Next Wave portion of the 2025 Sohn New York Conference on May 14, which he said is an exciting honor. "I don't think many people would disagree with the statement that this is the most prestigious stock ideas conference in the world," he told Hedge Fund Alpha in an email interview.
