Value/Activist Investing

Tollymore: Leaving behind the
limits of the institutional
investment paradigm

Eschler Asset Management:
Delivering outperformance through
contrarian strategy and aligned fee
structure

Neal Berger: Living On the
“Edge”

5192% since inception, 31.1%
average net annual return

Oldest South African hedge fund, up
30% annualised for 17 years, to
close soon to new investments

CIAM: Activist investing in Europe
on promising start

Mikael Stenbom, RPM: Identifying
the sweet spot - how managers'
corporate life cycle affects
returns

Eric Rosenfeld: How institutional
investors have come to recognize
the value of activist investing

Paul Grassi: How hedge fund
insurance evolved since 2000

Steve Diggle: From Artradis to
Vulpes

Arcus - Making money while markets
"go nowhere": smart money
coming back to Japan

David Baran: Piling up profits
from Japan M&A boom which is
missed by most investors due to
'can't make money in Japan' bias

Kerrisdale Capital: How do people
react these days to a hedge fund
making 200% a year?
Opalesque.TV interview Part 1

Emerging Markets Fund Panel,
Jeffries Prime Brokerage Conference
Opalesque.TV interview Part 2

Jack Schwager presents: 15 Hedge
Fund Market Wizards trading secrets
& insights in their own words
Opalesque.TV interview Part 1

Regal Funds Management: Can hedge
funds crack A$1.3 trillion held in
Aussie Superannuation Funds?

Phil Goldstein Part 2: Proxy
fights and hedge fund rights
Opalesque.TV interview Part 2

Phil Goldstein: The Bulldog's
passion for value investing
Opalesque.TV interview Part 1

Zeke Ashton: Outperforming with
"neglected, hated and
feared" stocks

Guy Spier: How Value Investing has
changed -- new strategies of
successful value investors
Opalesque.TV interview Part 1