Michelle Jones

1 week 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.

3 weeks ago | hedgefundalpha.com | Michelle Jones

When it comes to stock picking, every manager has different philosophies. Even value investors use different approaches to the traditional concepts originally developed by Benjamin Graham. At Value Invest New York 2025, Andrew Wellington of Lyrical Asset Management shared his presentation entitled “Finding the Gems Amid the Junk.”Why the goal isn’t to own the best companiesAccording to Wellington, the goal in investing isn’t to own the best companies.

1 month ago | hedgefundalpha.com | Michelle Jones

Red Cat Holdings (NASDAQ:RCAT) stock has plummeted 59% year to date, although it remains up a whopping 629% over the past year as of the time of this writing. This battleground stock has attracted lots of big-name funds, including Paul Tudor Jones’ Tudor Investment, State Street, Balyasny Asset Management, Two Sigma Advisors, and Israel Englander’s Millennium Management.

1 month ago | hedgefundalpha.com | Michelle Jones

Hedge funds get plenty of attention for where they invest, especially when they’re run by famous managers like Bill Ackman. However, we can get even more insight into a manager’s strategy by looking at where his foundation invests. According to its 990 from 2023, which was filed in November 2024, Bill Ackman’s Pershing Square Foundation had nearly $502 million in assets at the end of fiscal 2023.

1 month ago | hedgefundalpha.com | Michelle Jones

Private credit exchange-traded funds are one of the newest vehicles for retail investors seeking diversification in their portfolios. Like anything else, investors are advised to do their research before diving into this new asset class. There’s only one option so far, and the response to it has been lukewarm, possibly due to ongoing regulatory concerns.