The new issue of MarketFolly.com's Hedge Fund Wisdom newsletter has just been released! Created in collaboration with other hedge fund analysts, our 90 page issue is your complete guide to what top hedge funds have been buying, selling and why. It is published four times a year (February, May, August, November). Included in this issue:
- Portfolios of 25 top hedge funds (2 new funds added this quarter)
- Expert commentary on each fund's new portfolio
- Equity analysis of 5 stocks hedge funds bought in the quarter
- Consensus buy/sell list
Hedge fund manager portfolios in this issue include:
Seth Klarman (Baupost Group)
Warren Buffett (Berkshire Hathaway)
David Einhorn (Greenlight Capital)
Stephen Mandel (Lone Pine Capital)
David Tepper (Appaloosa Management)
Bill Ackman (Pershing Square Capital Management)
Bruce Berkowitz (Fairholme Capital)
Chase Coleman (Tiger Global Management)
John Burbank (Passport Capital)
Leon Cooperman (Omega Advisors)
Dan Loeb (Third Point)
John Griffin (Blue Ridge Capital)
John Paulson (Paulson & Co)
Lee Ainslie (Maverick Capital)
Julian Robertson (Tiger Management)
George Soros (Soros Fund Management)
Roberto Mignone (Bridger Management)
Chris Shumway (Shumway Capital Partners)
Richard Perry (Perry Capital)
Larry Robbins (Glenview Capital)
Andreas Halvorsen (Viking Global)
Carl Icahn (Icahn Capital)
Thomas Steyer (Farallon Capital)
... and we added 2 new funds this quarter: Barry Rosenstein's JANA Partners & Alan Fournier's Pennant Capital.
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