Highbridge Capital Management’s managing director and portfolio manager, Bart Baum, worked there. For Highbridge, he designed and implemented a number of stock arbitrage trading strategies. When it comes to arbitrage, Bart Baum has overseen numerous asset classes around the world. Ionic Capital is an event-driven hedge fund with assets under management totaling approximately $2 billion. It’s a global stock, fixed-income, and alternative investment investor with a diverse portfolio of holdings. There are some of its top investments, including Merck & Co, Inc., and Uber Technologies, Inc. There is a $943,000 stake in the company that the investor owns. Shares of…
Author: Isabelle Acosta
The smart home market is expected to be worth $79.13 billion in 2020 and $313.95 billion in 2026. From 2021 to 2026, the market is predicted to grow at a CAGR of 25.3 percent. The falling costs of smart sensors and the growing use of the internet of things are helping to fuel the growth of the smart home market. Smart home solutions still have a long way to go in terms of satisfying customers’ needs, but the market’s major players have done so while providing enormous value to their customers. Insider Monkey selected smart home technology stocks which displayed…
From 1976 to 1993, Hari Hariharan worked for Citibank N.A. Santander New World Investments Group was founded by him in 1993. It is a hedge fund based in New York. Global macroeconomics, with a particular focus on developing markets, is the primary focus. By the fourth quarter of 2021, the 13F portfolio value of the hedge fund had dropped to $1.52 billion. Since last quarter, the total number of holdings has increased to 49, up from 45. Insider Monkey states the list of 10 stocks to buy now according to Hari Hariharan’s NWI Management. Ethereum credentials were added to the…
Norwegian billionaire investor Ole Andreas Halvorsen makes his fortune in the oil and gas industry. In 1999, he founded the Connecticut-based hedge fund Viking Global. Prior to co-founding Viking Global, he worked at Morgan Stanley and Tiger Management after receiving an MBA from Stanford University in 1990. In the industrial, healthcare, information technology, finance, consumer discretionary, and telecommunications sectors, Viking Global’s 13F portfolio is valued at $34.4 billion. Investments in Twilio Inc. and Workday Inc. Insider Monkey highlights the 10 stocks that billionaire Andreas Halvorsen is selling. Ingersoll Rand Inc. acquired Houdstermaatschappij Jorc, a Netherlands-based manufacturer of condensate management products,…
There was a 30.16 percent concentration of assets in the top 10 holdings at Hourglass Capital, which reported $298.62 million in long positions. During the fourth quarter, the hedge fund bought four stocks, increased stakes in twelve, sold seven, and decreased holdings in 59 securities. Johnson & Johnson stock is owned by Kenneth A. Moffet’s Hourglass Capital in the amount of 13,475 shares. To put it another way, it accounts for 0.77 percent of the Q4 portfolio. Analyst Jayson Bedford at Raymond James raised his price target for JNJ to $185 from $178 on January 26. Here is Insider Monkey’s…
As investors began to believe that the US Federal Reserve would not raise interest rates as much as previously expected and that the West-Russia talks could help ease the crisis in Ukraine, tech stocks soared higher. Insider Monkey highlights the 10 technology stocks hedge funds are talking about. The “Oakmark Global Select Fund” investor letter for the fourth quarter of 2021 was published by Oakmark Funds. It returned 2.3 percent in the fourth quarter of 2021, well below the MSCI World Index’s 7.8 percent return for the same period. The second quarter 2021 investor letter from Tao Value, an investment…
In recent years, consumer interest in electric vehicles (EVs) has skyrocketed. BloombergNEF predicted that global passenger EV sales would reach 6.3 million units by the end of 2021. Compared to 2020, this estimate was more than doubled. Over the last decade, the number of electric passenger cars on the road has increased rapidly all over the world. There was no inventory in 2010; by 2016, it had grown to about 2 million units. More than 12 million units were expected to be sold by 2020. Government policies and investments have a significant impact on this industry. Over the course of…
Old Well Partners was founded and is managed by Campbell Wilson. The hedge fund based in North Carolina mainly invests in global public equities. To make its investments, the hedge fund uses a long-term horizon and technology to make its decisions. He was a student at the University of North Carolina at Chapel Hill when he co-founded Bradsdeals.com, an internet company specializing in deals on electronics, computers, and other products. Campbell Wilson currently manages $193.75 million in assets, according to 13F filings from the third quarter of 2021. Insider Monkey highlights the 10 stocks that Campbell Wilson’s Old Well Partners…
Henry R. Breck is the Heronetta Management’s Managing Partner and Chief Investment Officer. He is a former CIA employee who also served in the US Air Force. He graduated from Harvard University with a Bachelor of Arts in Government and from Oxford University with a Master of Arts in Jurisprudence. Heronetta Management’s Henry Breck is the firm’s Managing Partner. In 1968, he began his investment banking career at Lehman Brothers. A total of $208.54 million is currently being managed by the fund. Enterprise Products Partners L.P. is the company’s most valuable asset with $16.846 million in assets. Insider Monkey highlights…
In 1978, Irving Kahn, Thomas Graham Kahn, and Alan Kahn founded Kahn Brothers Group. After the stock market crash in 1929, Irving Kahn began his investment career. The investment strategy of Kahn Brothers has changed from traditional value investing to a focus on long-term investments’ margin of safety. During the third quarter, the 13F portfolio value of Kahn Brothers increased from $710 million to $741 million. There were 43 stocks in the portfolio, with the top five accounting for 45 percent of its value. PepsiCo, Berkshire Hathaway Inc., and Pfizer are some of the fund’s most significant investments. Insider Monkey…
As of the fourth quarter of 2021, ARK Investment Management’s 13F portfolio was valued at $33 billion, according to regulatory filings. Information technology, healthcare, consumer discretionary, and communications sectors are all areas of focus for Cathie Wood’s investment portfolio. The fund’s top ten holdings account for approximately 40% of its assets. The ARK Innovation ETF, ARK Investment Management’s flagship fund, has lost 30 percent of its value this year and is more volatile than any other fund on the market. Cathie Wood defended her portfolio by claiming that ARK Invest’s stocks are “way undervalued” despite a significant setback. Insider Monkey…
In January, the Consumer Price Index (CPI) rose by nearly 7.5% year over year, setting a record increase that had not been seen in nearly four decades. The Fed is expected to face increased pressure to raise interest rates as a result of the surge. BAC and Johnson & Johnson are two of the best stocks to invest in to profit from this inflationary trend. Insider Monkey highlights the 10 stocks that are benefiting from rising inflation. As inflation and interest rates rise, insurance company Chubb Limited will reap the benefits. In recent months, hedge funds have piled into the…