Michelle Jones

2 days 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.

6 days ago | hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones

The 2025 Sohn New York Conference is coming up next week, and it will bring a long list of interesting and exciting ideas along with it. It’s always interesting to see how last year’s ideas fared, so let’s take an in-depth look at how some of the picks from the 2024 Sohn New York Conference have done over the past year. The conference was held on April 3, 2024. New Wave SpeakersGumshoe Capital’s Eric Wolff pitched Pason (TSE:PSI), a Canadian energy company.

1 week ago | hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones

In 2005, Danny Moses of The Big Short fame saw the writing on the wall for the subprime mortgage industry before it imploded. He was determined to make the move from the sell side to the buy side to take advantage of it. In a recent interview with Hedge Fund Alpha, Moses took us behind the scenes of that fateful event and shared stories from his early life. He never imagined being a character in a Michael Lewis book and ended up in two of them.

1 week ago | hedgefundalpha.com | Michelle deBoer-Jones |Michelle Jones

ValueAct Capital’s Master Fund fell in the high-single digits during the first quarter, although its returns moved by more than 100 basis points in a single day 19 different times. That amounts to about one-third of the quarter’s total trading days. Jeffrey Ubben’s fund has since fallen even more during the current quarter, roughly in line with the Japanese and U.S. markets and with high volatility again.

4 weeks ago | hedgefundalpha.com | Michelle Jones

Ambrus Group is up 33% year to date as of the market close on April 15. Since the fund’s launch in 2022, its cumulative return is 51.48%. In 2024, Ambrus Group returned 13.29%, while it generated a return of 1.71% in 2023. The firm was off 1.73% in 2022. In a recent note to investors, a copy of which was obtained by HedgeFundAlpha, Ambrus Group pointed out that the S&P 500 has returned about 13.51% since 2022, demonstrating that hedging strategies can outperform long-only funds.