Sticker Shock: Small-Hedge Funds Seen Ditching I-Banking Research Under MIFID http://www.zerohedge.com/news/2017-08-29/ For the past several months we’ve discussed many theories about how the new MiFID II rules in Europe might... view news
Smallest Hedge Funds Will Be Quick to Drop Research Under MiFID 2017-08-29 04:00:01.1 GMT By Nishant Kumar and Suzy Waite (Bloomberg) — When hedge-fund manager Dario Sacchetti gets into work... view news
London Manager Targets LPs in US A value-focused equity investor who previously worked at $6 billion fund shop Indus Partners has begun marketing his own fund. Since leaving Indus around... view news
In this second interview on Linear Talk with Colin Lloyd I discuss the idea of absorbing volatility, the valuation metric I prefer and an illustrative investment idea.
In this Interview on Linear Talk I discuss my background and how that has influenced my investment philosophy with Colin Lloyd, author of the blog: In The Long Run.