Hedge Funds Have Never Been This Bullish On MACOM Technology Solutions Holdings Inc (MTSI)

We know that hedge funds generate strong, risk-adjusted returns over the long run, which is why imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, professional investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn’t mean that they don’t have occasional colossal losses; they do. However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, let’s examine the smart money sentiment towards MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI) and determine whether hedge funds skillfully traded this stock.

MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI) investors should pay attention to an increase in support from the world’s most elite money managers of late. MACOM Technology Solutions Holdings Inc (NASDAQ:MTSI) was in 23 hedge funds’ portfolios

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AI Startup Vestun Launches Hedge Fund Navigating Market Turbulence

Swiss-based AI company Vestun opens its market agnostic hedge fund strategy to new outside investors.

Vestun

Swiss-based AI company Vestun opens its market agnostic hedge fund strategy to new outside investors.
Swiss-based AI company Vestun opens its market agnostic hedge fund strategy to new outside investors.
Swiss-based AI company Vestun opens its market agnostic hedge fund strategy to new outside investors.

Zurich, Switzerland, Oct. 07, 2020 (GLOBE NEWSWIRE) — Vestun, a Swiss-based financial and technology company has now opened the launch of its hedge fund to new outside investors. The firm which until now has been only managing its own capital announced that its investment vehicle will open to institutional investments including banks, multi-family offices and asset managers within certain jurisdiction. 

The company flagship strategy trades liquid US equities systematically. The strategy is designed to autonomously adapts its portfolio and risk exposure dynamically to the prevailing market conditions. In contrast to traditional systematic strategies, Vestun’s approach does not rely on statistical rules and historical events

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Hedge Funds Are Bullish On dMY Technology Group, Inc. (DMYT)

The latest 13F reporting period has come and gone, and Insider Monkey have plowed through 823 13F filings that hedge funds and well-known value investors are required to file by the SEC. The 13F filings show the funds’ and investors’ portfolio positions as of June 30th, when the S&P 500 Index was trading around the 3100 level. Since the end of March, investors decided to bet on the economic recovery and a stock market rebound. S&P 500 Index returned more than 50% since its bottom. In this article you are going to find out whether hedge funds thought dMY Technology Group, Inc. (NYSE:DMYT) was a good investment heading into the third quarter and how the stock traded in comparison to the top hedge fund picks.

dMY Technology Group, Inc. (NYSE:DMYT) was in 22 hedge funds’ portfolios at the end of the second quarter of 2020. The all time high for

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How Dan Sundheim became the LeBron James of investing, launched one of the hottest hedge funds on earth, and minted a billion-dollar fortune along the way

The world has changed drastically in the two years since D1 Capital launched.



Ole Andreas Halvorsen posing for the camera: Dan Sundheim has quickly become an investor to follow since launching his fund D1 Capital after working as the chief investment officer at Andreas Halvorsen's Viking Global. Alastair Grant/AP Photo; Streeter Lecka/Getty Images; Brendan McDermid/Reuters; Scott Olson/Getty Images; Samantha Lee/Business Insider


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Dan Sundheim has quickly become an investor to follow since launching his fund D1 Capital after working as the chief investment officer at Andreas Halvorsen’s Viking Global. Alastair Grant/AP Photo; Streeter Lecka/Getty Images; Brendan McDermid/Reuters; Scott Olson/Getty Images; Samantha Lee/Business Insider

And Dan Sundheim made money through it all, thanks to a string of bets that have emerged as winners in the new normal. The Wharton grad now has at least $1 billion in personal wealth between his assets in his firm, stake in the NBA’s Charlotte Hornets, real-estate portfolio, and art collection.

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The former Viking Global Investors chief investment officer started trading at D1 in July 2018 with more than $5 billion — including more than $500 million of his own money — and hasn’t looked back.

Business Insider’s

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SoftBank: technology evangelist or hedge fund?

In fairy tales, a crystal ball can be many things: it can reveal the future, but it can also be a malevolent charm that drives peaceful villagers insane with greed. The former rather than the latter is what Masayoshi Son had in mind in 2016 when, after paying $32bn to buy Arm — the most aggressive gamble of his life at the time — he described the UK chip designer as “my crystal ball”. 

As an investor obsessed for decades with the evolution of communications and software, the SoftBank founder had just bought a company through which he believed he could see the future of every trend in computing, artificial intelligence and the internet of things.

The idea that he possessed magical insight became a formidable tool for one of Asia’s greatest salesmen. It was a pitch that allowed Mr Son to entice billions of dollars from Middle Eastern investors

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Top Emerging-Market Hedge Fund Steers Rout with Bullish Bets

For the past decade, developed-market stocks have mostly outshone emerging markets. But for Carrhae Capital, the Blackstone Group Inc.-backed hedge fund that’s handed its investors the best emerging-market equity returns among peers this year, the tide is turning.

Ali Akay, the London-based chief investment officer of Carrhae, expects returns on developing-nation equities to surpass those of the U.S. and Europe. Emerging markets didn’t fully benefit from low interest rates in the past decade and the potential for more stimulus, especially from China, should provide some support.

“We are optimistic on the trajectory of emerging markets,” Akay said in an interview. “Asset prices haven’t been juiced up as much. We just got through almost a decade of underperformance versus U.S. assets.”

EM stocks remain relatively cheap compared with U.S. peers

While the pace of recovery in emerging economies outside of China has been weak, growth will accelerate from the second quarter of next year as central banks feel little pressure

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