lonaal
”China’s zero tolerance covid strategy is causing fresh nervousness about supply chain issues and a slowdown for some sectors with the Shanghai shutdown prompting a fall in the oil price. A barrel of Brent crude dipped by around 3% after tough restrictions were put on the financial and manufacturing hub. 25 million people are facing lockdown in two stages, while mass testing is carried out, with factories ordered to shut down and working from home orders imposed. Q4 2021 hedge fund letters, conferences and more FTSE 100 Shrugs Off Shanghai ShutdownThe FTSE 100 has largely shrugged off the conc...
ValueWalk
Look ahead to FTSE 350, other companies reporting & economic events from 21 to 25 February Q4 2021 hedge fund letters, conferences and more Staycations should continue to help InterContinental Hotel Group (LON:IHG) show resilienceTed Baker plc (LON:TED) will show if it’s making more progress with online salesBarclays PLC (LON:BARC) is expected to announce a round of bumper staff bonusesWe’ll see if Rolls-Royce Holding PLC (LON:RR) managed to make good on its promise to trim free cash outflowLloyds Banking Group PLC (LON:LLOY) set to see benefits from rising interest ratesAnglo American plc (LO...
ValueWalk
Praetorian Capital Fund commentary for the second quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more To The Investors Of Praetorian Capital Fund; During the second quarter of 2021, the fund appreciated by 23.96% net of fees. Given the fund’s concentrated portfolio structure and focus on asymmetric opportunities, I anticipate that the fund will be rather volatile from quarter to quarter. During the second quarter, our core portfolio appreciated considerably though there was a dispersion of gains with several large positions depreciating during the quarter. This perfor...
ValueWalk
What’s New In ActivismQ1 2021 hedge fund letters, conferences and more Starboard Value CEO Jeff Smith railed against the board of latest proxy fight target Box Inc (NYSE:BOX), saying the fund could not trust directors to hold management accountable after its last fundraising deal. Speaking at Bloomberg Deals Summit in June, Smith said of the fund’s first settlement with Box in March 2020, "We felt that it would be okay for us to remain outside and that direct shareholder representation would not be necessary." "Despite concerns over value created since the first settlement, we would have tried...
ValueWalk
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