Soohyung Kim started making waves in 2013 when Institutional Investor named him one of the rising stars of the hedge fund world. He founded his hedge fund, Standard General, in 2007 after a career at Bankers Trust Co and Och-Ziff Capital Management Group, where he helped launch its fixed-income business. In 2005 he co-founded a […] Read More
Absolute Return Partners letter for the month of October 2022, titled, "The Rise of Wealth-to-GDP… And the Long Road to Normalisation." Q3 2022 hedge fund letters, conferences and more Read More
Comus Investment, LLC performance update for the third quarter ended September 30, 2022. Dear Partners, In the third quarter of 2022, our investments experienced a total return of -2.25% before fees and -2.88% after fees, versus -4.88% for the S&P 500 index. At this point, you will have received reports with the details on your […] Read More
Tyson faces growing headwinds from a strong U.S. dollar Rising inflation is driving consumers to switch to cheaper generic brands Tyson shares are trading at a historically low 7.5X forward earnings The company is mitigating headwinds with price hikes and operating efficiencies already generating $400 in cost savings in 2022 Global meat and poultry products […] Read More
Small-cap biotech Catalyst Pharmaceuticals recently joined the S&P 600 index, which means institutions must own shares to track the index The company has a steady history of price appreciation going back one year, even while the broad market declined Catalyst has been outpacing the S&P 600 index by a wide margin The company's earnings and […] Read More
With Pepsi stock 9% off its peak, the risk-reward looks favorable. UnitedHealth will likely show good Q3 earnings growth. NextEra Energy Inc. is poised to deliver a positive earnings surprise. As we approach the third quarter earnings season, Olympic high jumpers are feeling relieved while limbo artists are stressed. Translation: the bar is set really […] Read More
