A 3 Step Plan for Becoming a Global Value Investor – Step 1

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A 3 Step Plan for Becoming a Global Value Investor – Step 1

The world’s tallest building is in Dubai, its largest phone company is in China, and its richest person is in Mexico. The twenty-first century—the first global century—has arrived much faster than anticipated and in a fairly stunning fashion. And it has caught many smart value investors flat-footed. Confident, experienced investors are finding themselves on rapidly […]

Alkeon: Big Tech Is Only Just Getting Started

TechnologyThe ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More


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