Source: Chief Investment Officer
San Diego County Fires Its High-Priced, Leveraged,...
Last August, we called out the San Diego County retirement fund for paying way too much in fees to Salient Partners, its outside...
The Wit, Wisdom, and Unapologetic Vitriol of Carl Icahn
click through for full article Source: Bloomberg
The Trouble with Macro
Markets around the world start the week bracing for trouble as Greece spirals further into crisis. Can the country avoid a full-blown...
Ray Dalio’s World View
Ray Dalio’s world view Fareed talks to Ray Dalio, founder of the largest hedge fund, about his success and his views on the global...
Reform of NYC Pension May Follow CALPER’s Script
People seem to be genuinely shocked by a new report out of New York City’s Comptrollers Office. The report found that the city’s...
AQR & Cliff Asness’ Disclosure
Later this week, I am interviewing Cliff Asness for Masters in Business. While doing some prep work for the show, I came across this...
The Amazing Disconnect Between Hedge Fund Performance & AUM
Earlier this week, Greg Zuckerman of the Wall Street Journal pointed out one of the great mysteries of today’s investment...
The Trouble with Hedge Funds
Over the past few years, I have spilled quite a few pixels about issues with Hedge Funds from an investor’s perspective (See e.g.,...