Notes from Jeff Gundlach's DoubleLine lunch [Reformed Broker]
Diworseification: avoiding over-diversification with best idea funds [SumZero]
Lee Cooperman: stocks are the place to be [HFIntelligence]
Alternative investments are no longer all that alternative [Abnormal Returns]
Vulcan Value Partners offers top investing ideas [Barrons]
Third Point plans Greece fund [Bloomberg]
Some March hedge fund performance numbers [HFIntelligence]
Are hedge fund-backed reinsurers here to stay? [Reuters]
Ackman says mistakes were made in JC Penney (JCP) turnaround [Reuters]
Paulson said to start fund to reduce clients' tax bills [Bloomberg]
Quant funds run one-third of hedge fund assets [HedgeWorld]
Agrium (AGU) sweeps proxy vote, JANA Partners cries foul [Reuters]
Canadian Pacific (CP): Off the tracks after Ackman [Seeking Alpha]
Institutional herding in the corporate bond market [SSRN]
An old profile of Carl Icahn [LATimes]
Friday, April 12, 2013
What We're Reading ~ Hedge Fund Links 4/12/13
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