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  • Featured hall anders2 b4d735deab

    Why Starting a Hedge Fund Is Like Opening a Restaurant

    Published: December 07, 2018

    We are pleased to share an exclusive interview with Mr. Anders Hall, the Chief Investment Officer of Vanderbilt University’s Office of Investments and the associated $5.6B Long-Term Investment fund responsible for overseeing the future growth and financial well-being of the Nashville-based univer...

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  • Featured screen shot 2018 09 20 at 11.39.27 am 4a13de98ec

    Exclusive Manager Interview on Facebook

    Published: September 20, 2018

    Our investment philosophy focuses on purchasing the very best businesses in the world. We are very selective and only consider companies that pass our rigorous Selective Process. In order to be considered a Selective Company a business must possess all six of our Selective Pillars. This means ...

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  • Featured screen shot 2018 09 18 at 1.56.45 pm 96152e60aa

    An Open Letter to Goldman's CFO on Employee Compensation

    Published: September 18, 2018

    Bastiat Capital has recently published several pieces of research on Goldman Sachs share-based compensation culture. We compiled this research and forwarded it to the board of Goldman Sachs, to which we received a comprehensive response from R. Martin Chavez, Goldman Sachs’ outgoing Chief Finan...

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  • Featured screen shot 2018 09 13 at 1.46.51 pm 6abdfd7200

    Top-Ranked Deep Value Manager's Latest Small-Cap Idea

    Published: September 13, 2018

    MRE

    I think a lot of folks bifurcate the world into value and growth, but this doesn’t make sense to me. I define value investing as buying an asset at a discount to intrinsic value. Just because a business is growing quickly doesn’t mean you can’t buy it at a discount to intrinsic value. Assessments...

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    Advice from Top Ranked Micro Cap Specialist

    Published: September 05, 2018

    Optex is highly dependent on military spending for the company’s revenues and profits. The U.S. budget sequester in 2013 was a hard time for the company. Although this risk cannot be diversified away, we take some comfort in the planned increase in military spending by the current administratio...

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  • Featured screenshot 2018 08 30 at 11.56.44 am 1c89df4fc3

    Inter-Korean Diplomacy Stokes Optimism for Seoul-Based PM

    Published: September 01, 2018

    With plans announced for a third inter-Korean summit this fall, the prospect of reconciliation on the Korean Peninsula looms. Chan H. Lee, co-founder and PM of Petra Capital Management, sat down with SumZero to share his insights on Korean market opportunities and speculation on North Korea’s pat...

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  • Featured screen shot 2018 08 23 at 2.51.17 pm 950f6872b6

    Top Ranked Portfolio Manager on Investing in Emerging Markets

    Published: August 23, 2018

    While I have been investing in Indian markets (both personally & professionally) for over 10 years now, my investing experience globally is solely over the last 2 years. I headed the research team at a sell-side firm focused on Indian small & mid-caps that grew rapidly initially and then collapse...

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  • Featured screen shot 2018 08 23 at 1.54.55 pm ef15b85ec2

    Advice from SumZero's All Time Top Ranked Analyst

    Published: August 23, 2018

    All investments are based on a fundamental assessment of absolute, intrinsic value. This likely reflects the influence the Applied Value Investing program. I’m looking for securities that are cheap, not securities where I think I can predict a change in the price. When it’s called for we will do...

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  • Featured screen shot 2018 08 17 at 3.40.33 pm 5538d9f307

    New Roles in SumZero's Job Vault (New York, Atlanta, San Francisco)

    Published: August 17, 2018

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no smoke and mirrors, and importantly, no fee. When a candidate applies to a position, an application package containing their SumZero profile, most recent research report, and resu...

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  • Featured screen shot 2018 08 16 at 11.28.59 am fa31ea89f1

    Can Calumet Refine its Business Model?

    Published: August 16, 2018

    One of Rhizome’s core strategies is to look for broken or misunderstood companies that traditionally cater to yield-driven investors.  This could mean a master limited partner (MLP) that suspended its distribution or a real estate holding company that does not pay a dividend. During my career, I ...

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  • Featured screen shot 2018 08 09 at 5.16.06 pm e911f1ff89

    New Roles on SumZero's Job Vault

    Published: August 08, 2018

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no smoke and mirrors, and importantly, no fee. When a candidate applies to a position, an application package containing their SumZero profile, most recent research report, and resu...

    Read More »

  • Featured screen shot 2018 08 03 at 2.11.47 pm f43dc3d9b7

    Update to SumZero Buyside Posting Terms

    Published: August 03, 2018

    We are proud to announce a material update to SumZero Buyside's posting terms. Approved research ideas now earn 6 months of renewed database access versus the prior standard of 4 months.

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  • Featured screen shot 2018 08 02 at 3.33.18 pm f0db5526ae

    C.T. Fitzpatrick on Vulcan Value Partners & Portfolio Management

    Published: August 02, 2018

    We are value investors but we don’t look for cheap stocks. We look for businesses with inherently stable values that can compound their values steadily over time. We get to know them very well before we buy them because they are overvalued, by our math, most of the time. On the rare occasions whe...

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  • Featured screen shot 2018 07 30 at 10.44.32 am ab229d8607

    New Roles in SumZero's Job Vault (San Francisco, New York, Boston)

    Published: July 30, 2018

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no smoke and mirrors, and importantly, no fee. When a candidate applies to a position, an application package containing their SumZero profile, most recent research report, and resu...

    Read More »

  • Featured screen shot 2018 07 27 at 4.24.09 pm 28225356f4

    SumZero Investor Profile Anthology

    Published: July 27, 2018

    Over the last year, SumZero has published profiles of several of our more prominent members. For the the first time, we are publishing an anthology of these investor profiles. This PDF contains interviews from legends in the investment management industry, including Aswath Damodaran, Mohnish Pab...

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  • Featured screen shot 2018 07 25 at 2.38.43 pm 1c3a0db6e7

    Is JD.com the Future of Chinese E-Commerce?

    Published: July 27, 2018

    JD continues to exceed our projections for active customers, revenue growth, and category expansion, while operating profit is below our expectations. The latter is a result of JD reinvesting profits from mature product categories into newer ones - fast-moving consumer goods, otherwise known as F...

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    Professor Aswath Damodaran on Valuation

    Published: July 13, 2018

    The most egregious valuation mistake that I see investment professionals make is mistaking pricing for valuation. Most investment professionals don’t do valuation, they do pricing. What I mean by that is that you price a number to a stock based on what other people are paying for similar stocks. ...

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  • Featured screen shot 2018 07 12 at 10.43.44 am f780e922da

    Why Micron is Front and Center in the Trade War

    Published: July 12, 2018

    My initial interest was perked due to my work in the Wafer Fabrication Equipment (WFE) sector. I've become a strong believer in a) the long-term secular growth dynamics gripping the WFE sector b) that there is a sizable valuation disconnect between top companies and their underlying fundamentals,...

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  • Featured screen shot 2018 07 05 at 11.07.49 am f7c5906d81

    SumZero's July Analyst Rankings Released

    Each month SumZero publishes rankings of our top users based on the performance of their ideas. Rankings are calculated to highlight users with the highest risk adjusted returns relative to the market. There are four key points to the ranking methodology we use:

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  • Featured screen shot 2018 06 22 at 4.20.50 pm 45874c8817

    New Roles in SumZero Job Vault (NYC, Boston, London)

    Published: June 22, 2018

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no fees, and no smoke and mirrors. When a can...

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  • Featured screen shot 2018 06 21 at 1.30.40 pm e4ddf9c486

    Why the US Cable Industry Is Poised for Recovery

    Published: June 21, 2018

    As a value investor, I love buying businesses that (1) are run by a great manager with a keen eye for capital allocation, (2) possess secular growth and sustainable free cash flows, i.e. they are good businesses and (3) are trading at low cash earnings per share multiples.

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  • Featured screen shot 2018 06 14 at 4.41.50 pm 2640e13b8d

    Scott Miller's Advice for Emerging Managers

    Published: June 14, 2018

    Through my experiences running the Main Fund I learned first hand that generating very good returns is not enough to attract capital. I also recognized that this created an exploitable inefficiency. Simply stated, there are investment managers out there that are incredibly talented, but they have...

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  • Featured screen shot 2018 06 14 at 4.41.50 pm f3c0fac032

    Scott Miller on Value Investing

    Published: June 14, 2018

    I think the inadequacies of GAAP accounting create opportunities. For example, we own a tiny software company, SharpSpring.  For every dollar they spend on marketing, they generate seven dollars of lifetime value.  As long as the marketing spend is that productive, they should be spending every d...

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  • Featured screen shot 2018 06 14 at 2.17.47 pm 93dae3721b

    Why Goldman Sachs Should Change Its Compensation Culture

    Published: June 14, 2018

    We bought Goldman stock for our clients in the summer of 2013. We invested in Bank of America a year earlier. The financial sector was still trading at attractive multiples after the 2009 fiasco. It made sense to look for opportunities in this sector. Goldman was trading at 90% of book value at t...

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  • Featured screen shot 2018 06 08 at 1.53.56 pm ae54d47588

    SumZero's June Analyst Rankings Released

    Published: June 08, 2018

    Each month SumZero publishes rankings of our top users based on the performance of their ideas. Rankings are calculated to highlight users with the highest risk adjusted returns relative to the market. There are four key points to the ranking methodology we use:

    Read More »

  • Featured screen shot 2018 06 07 at 1.58.30 pm 220efb4897

    Why Alliance Data is Trading at a Discount

    Published: June 07, 2018

    Alliance Data Systems Corporation ($ADS) is a large publicly traded provider of marketing services and loyalty card programs.   ADS has three distinct and eclectic business lines, a private label store credit card business, a data driven marketing company, and a Canadian coalition loyalty program.

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  • Featured hamiltonm.23 65677413ad

    Hirtle Callaghan's CIO On OCIOs and Manager Selection

    Published: June 05, 2018

    As Chief Investment Officers, we are managing opportunity across three axes: all the different types of securities on one axis; all the different countries where these securities are issued on another axis, and the third axis is whether we can capture the returns via indexing or active.  Successf...

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  • Featured screen shot 2018 06 01 at 6.04.08 pm a1a8887f89

    Who are the Buyside's Investment Heroes?

    Published: June 01, 2018

    SumZero is the world's largest community of buyside investment professionals, with over 14,000 members. As part of their user profiles, SumZero members can optionally indicate who their investment heros are and what their favorite books are.

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  • Featured a view of the server room at the national archives dba7be6254

    Why Hewlett Packard Enterprise Remains A Good Buy

    Published: June 01, 2018

    "I am a big proponent of the Joel Greenblatt school of thought that investigating complex situations is one of the best ways to uncover mispriced assets. In the case of HPE, two large spin-merge transactions (the Enterprise Services business in April 2017 followed by the Software business in Sept...

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  • Featured george peabody library 77ebd58e98

    The Out of Print Book Hedge Funds Pay Thousands For

    Published: May 25, 2018

    As the world's largest network of buyside investment professionals, SumZero has a breadth of data on the hedge fund industry. One of the optional pieces of information that SumZero members can include on their membership profiles is their favorite investment book. We decided to compile our data ...

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  • Featured full cobia logo jpeg 0b336e9513 2221ce6a66

    Top Ranked Manager Finds Value In European Small Caps

    Published: May 23, 2018

    Jeff Meyers founded Cobia Capital, a value oriented long/short equity fund in 2008.  In the decade since, Meyers has carved out a niche and reputation for himself unmatched within the small cap technology space.  He has consistently been one of the top ranked analysts on SumZero, where he has gen...

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  • Featured screen shot 2018 05 10 at 2.07.06 pm 25ed2e75f9

    Van Biema Ex-US Contest Finalists Announced

    Published: May 10, 2018

    Van Biema Value Partners, a family office and investment adviser specializing in identifying, vetting, and investing in small, value-oriented hedge funds, and legendary value investor Chuck Royce are pleased to announce the (5) Finalists in the recently completed van Biema Value Partners Ex-US Sm...

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  • Featured tom saberhagen c579e18f43

    Middleburg over Midtown? How Akre Capital Outperforms

    Published: April 26, 2018

    Saberhagen: Lots of people want to compare “value” against “growth” but we would make a different distinction, between “investing” and “speculating.” Investing is about valuing businesses. You can value a business if it is public or private. So investing doesn’t depend on the stock market at all....

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  • Featured https   blogs images.forbes.com chrystanpaul files 2014 03 divya narendra1 fd59747f9b

    SumZero CEO Divya Narendra's take on Facebook

    Published: March 22, 2018

    FB is one of the most widely watched stocks in the world, which is no surprise given its ~$525BN market cap. But as is often the case, investors neglect large opportunities that present themselves in plain sight. As someone who has owned FB shares since 2008, you might wonder why I'd post a long ...

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  • Featured https   blogs images.forbes.com kevinharris files 2018 03 screen shot 2018 03 20 at 3.21.36 pm.jpg 6b698b13b4

    Legend Chuck Royce on Small Cap Investing (and Manager Selection)

    Published: March 21, 2018

    Charles Royce is currently president and co-chief investment officer of Royce & Associates LLC.  Royce is well known as one of the pioneers of small-cap investing, and his eponymous Royce Funds now manage in excess of $32 billion.  Prior to founding Royce & Associates in 1972, Royce serve...

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  • Featured screen shot 2018 03 06 at 2.18.40 pm 20ae4ca9d2

    Shorting The Oracle of (Boston) Omaha?

    Published: March 06, 2018

    We first became aware of BOMN when we noticed it was trading at a 52 week high.  We thought it was an interesting company but felt the stock was overvalued trading at well over 2x book value, especially since much of its book value was made up of cash.  We thought about shorting it at that point ...

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  • Featured 2567640 4907bceb 7a08145f2a

    Why This Danish Salmon Company's Stock Price Could Double

    Published: February 14, 2018

    The Faroe Islands are a windswept archipelago between Denmark and the United Kingdom.  Their biggest employer is Bakkafrost, a farmed salmon producer.   Bakkafrost is registered on the Oslo Stock exchange, and is one of the more prominent salmon producers in the Nordic region.  Robert Leitz of io...

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  • Featured 4068740879 6210577e22 b 5f7309b1bc

    Mauboussin On The Future Of Active Management

    Published: February 12, 2018

    Michael Mauboussin is currently the Director of Research at BlueMountain Capital Management.  Prior to his role at BlueMountain, Michael was Head of Global Financial Strategies at Credit Suisse and Chief Investment Strategist at Legg Mason Capital Management.  He has also authored three books, an...

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  • Featured julia roberts 2639315 1280 c14d1536ae

    Why Korean Preference Shares Still Trade at a Discount

    Published: February 01, 2018

    In Korea, a separate class of shares with blended characteristics of stocks and bonds trade over the counter.  These shares are called 'Preference' or 'Preferred' shares,  and contrary to what their name implies, carry less rights than common stock.  They were conceived to keep majority family co...

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  • Featured full screen shot 2017 10 05 at 12.04.27 pm 63368ef1be 3ab193633d

    New Roles in SumZero Job Vault

    Published: January 22, 2018

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no fees, and no smoke and mirrors. When a can...

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  • Featured 30770564673 22a914486d b 4c7200f623

    Advice From Crypto Fund Manager Up 25,000%

    Published: January 08, 2018

    In 2014, Michael Novogratz, then an executive at Fortress Investment Group, partnered with Ribbit Capital and Benchmark to raise a round of funding for Pantera Capital, a San Francisco based hedge fund. Pantera was run by a former classmate of Novogratz's from Princeton, Dan Morehead. Morehead ...

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  • Featured pexels photo 210607 226c858056

    Announcing Finalists in the Ex-US Contest

    Published: December 18, 2017

    In partnership with the <strong>Sohn Foundation</strong> and <strong>Canalyst</strong>, we are pleased to announce the Finalists in the recently completed <em>Top Stocks for 2018</em> Challenge. The initiative was designed to replicate the success and significant outperformance of the contest pic...

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  • Featured ellen pao 2015 2 0a85fe087a

    How to Finally Fix the Gender Gap in VC

    Published: November 28, 2017

    The vast majority of investment dollars in the venture capital industry come from “institutional investors.” These are organizations such as pension funds, university and nonprofit endowments, foundations and other financial institutions. They deploy capital as limited partners (LPs) to venture c...

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  • Featured rack servers fujitsu primergy 3 a19fb435d9

    Top Analysts Clash On Palo Alto Networks Inc.

    Published: September 09, 2017

    Palo Alto Networks Inc. (PANW:US) has had an exciting week, leaping over 10% due to an positive earnings call.  This jump would be significant for any stock, but is particularly noteworthy in the notoriously cutthroat sector of enterprise and network security.  Given this, we decided to take a de...

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  • Featured screen shot 2017 10 05 at 12.04.27 pm 63368ef1be

    New Roles in SumZero Job Vault

    Published: August 21, 2017

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    What is SumZero’s Job Vault?

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no fees, and n...

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  • Featured grilling steaks  with border  f67db1c373

    The Business (And Stock) Behind Where Food Comes From

    Published: August 07, 2017

    China began importing US beef for the first time in almost 14 years on July 16. The catch? The beef has to be source verified i.e. traceable to the farm where it was raised. Enter Where Food Comes From (OTCMKTS: WFCF) which specializes in auditing and verifying beef, poultry and other meats for s...

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  • Featured netflix 64dbb85739

    Netflix Is Hot, But Has Further To Go

    Published: July 21, 2017

    Netflix is hot, though admittedly the stock has been one of the most discussed names on the market for almost a decade now. This Monday's earnings report proved hot even for Netflix, as the stock jumped over 10% in after hours trading after the company announced it had beaten user growth by wide ...

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    100+ Buyside Roles in SumZero Job Vault

    Published: July 14, 2017

    SumZero’s Job Vault is now hosting over 100 investment professional roles of all seniority levels from 50+ major buyside funds.

    What is SumZero’s Job Vault?

    The Job Vault is a job listing platform that complements our research database. There are no middlemen/headhunters, no fees, and n...

    Read More »

  • Featured bahamas zz 88e54af740

    This Billionaire Just Bought $16M Of His Own Business

    Published: July 11, 2017

    It’s been an interesting week for Liberty Global Latin America (LILAK) with the stock up almost 15% after billionaire CEO John Malone bought $16.3M of the stock in the open market, his first open market purchase in any of his businesses since 2013. LILAK has been a top holding for Nitin Sacheti, ...

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  • Featured 800px samsung headquarters f2551219e3

    Korea Is Cheap, And About To Get A Lot More Shareholder-Friendly

    Published: June 26, 2017

    South Korea is cheap. Despite being one of the wealthiest countries in the world (11th in 2015 GDP, 30th in PPP GDP per capita) and housing some of the world's most successful companies in Samsung, Hyundai, and LG, members of the KOSPI index trade at an average P/E of only 9.7. This compares with...

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  • Featured sabrina i cropped a9375626a7

    Ex-SEAL Turned Fund Manager Recommends This Shipping Company

    Published: April 25, 2016

    Michael Zapata is no stranger to managing risk. Through his time in the Navy, Michael served as a Navy SEAL officer and deployed multiple times during the Global War on Terrorism. Following his last command at the Naval Special Warfare Development Group, Michael transitioned out of the military t...

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  • Featured kay 1143edb1df

    Why Signet Jewelers Has All The Elements Of A Perfect Short

    Published: March 14, 2017

    Signet Jewelers (NYSE: SIG) is the world’s largest retailer of diamond jewelry, currently operating Jared, Zales, and Kay Jewelers. While many of these stores have seen double digit profit growth in the past few years, they are increasingly promoting in-house financing to drive sales. Currently 7...

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  • Featured money 74f27674da

    The SumZero 2017 Fund Compensation Report

    Published: January 24, 2017

    Bonus season is here, and SumZero has produced a comprehensive analysis of salary trends in the fund industry.

    SumZero maintains an internal, user ­driven compensation database. This database, which launched in 2012, now hosts over 4,500 unique compensation entries. The feature was designed t...

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  • Featured aerial view of dalian  china 41c4bec53e

    Wall Street is Missing a Chinese Consumer Boom

    Published: January 12, 2016

    China is home to plenty of paradoxes, but some of them are Western misconceptions. For example, notion of "ghost cities" is largely the result of information inefficiencies and misunderstandings related to China’s development model.

    Read More »

  • Featured visacard a6385d4091

    Visa is Everything You Want a Stock To Be

    Published: September 06, 2016

    Dan Chen has been a professional investor for almost 20 years, and a disciple of Warren Buffett even longer. In his search for permanent value in great companies, nothing catches Chen's eye like Visa (V:US), the world's largest electronic funds transfer company. Though Visa is massive (nearly 200...

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  • Featured mohnish pabrai 20130202 93d412ac50

    Mohnish Pabrai's Hedge Fund Interview Guide

    Published: August 25, 2016

    Time is almost up to enter SumZero’s jobs contest for a chance to win interviews for investment roles at top funds.

    In light of this, we sat down with contest judge and investment guru Mohnish Pabrai, managing partner of Pabrai Investment Funds and author of The Dhandho Investor and other boo...

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  • Featured brexit 63e18f715e

    Trading on Brexit and Beyond

    Published: June 24, 2016

    Taylor Mann is not your typical fund manager. The twenty-six year old Texas A&M graduate manages a small fund, Pine Capital, in Larue, Texas (population 160). Also atypical compared with many of the largest funds our there, Mr. Mann makes good trades, previously making a killing shorting the stud...

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  • Featured jdcom logo 04e5bc99d4

    Another Shortable Hedge Fund Hotel

    Published: June 01, 2016

    Top ranked SumZero investors recently predicted the crash of Valeant despite prominent hedge fund ownership. This time, award-winning investor and SumZero member Sid Choraria of APS Asset Management in Singapore has taken on hedge fund favorite JD.com, one of China's largest retail websites. Mr. ...

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  • Featured midle east 324724cf8b

    Buffettesque Trades in the Middle East

    Published: April 25, 2016

    Israeli fund manager Ori Eyal has been a SumZero member since the Financial Crisis when he was just starting his Emerging Value Management fund. Since joining, he’s posted 28 ideas with an average return of 87% and is currently ranked #10 in our all-time member rankings. SumZero sat down with Mr....

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  • Featured 057 ii sumzero investpitch 110314 img 6963 8df652b1ad

    SumZero Hosts Special Situations Event

    ASH

    Last Tuesday SumZero gathered highly ranked members at Bloomberg Headquarters in Midtown, NYC for liquid refreshment and pitches from three top fund managers on liquid special situation opportunities.

    Peter Lupoff of Tiburon Holdings, Daniel Lawrence of Elmrox Investment Group, and David T...

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  • Featured rankings a4ad392a05

    SumZero Releases Member Rankings

    Published: March 15, 2016

    SPY

    Today SumZero released its new Analyst Rankings feature, which ranks analysts on SumZero according to their past performance. Rankings will be updated monthly for a variety of categories, including Best Short Analyst, Best Analyst of the Last Twelve Months, and of course, <a href=LINK TO MEYE...

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  • Featured cobia logo jpeg 0b336e9513

    Meet SumZero's Top Investor

    Published: March 15, 2016

    Who is the best investor on SumZero? With the release of SumZero’s <a href=LINK TO RANKINGS>analyst rankings</a> feature today, we now know. Jeffrey Meyers, founder and portfolio manager at Cobia Capital Management in New York topped SumZero Long-Only and Best All-Time rankings with an average re...

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  • Featured valeant.svg 68269386ec

    Funds Face Off on Valeant

    Two of SumZero’s most successful and outspoken members, Navi Hehar of Mile 26 Capital in New York and David Trainer of Novo Capital in Nashville, came down on opposite sides of one of the most talked about stocks of the year, Valeant Pharmaceuticals. With highly publicized investigations by the S...

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  • Featured chinaroundtable 3e1f121d54

    Macro Roundtable on China

    Published: February 26, 2016

    Hong Kong based hedge fund analysts Winston Chu, Pep So, and Perry Tan sat down with SumZero for a roundtable on the macroeconomic state of China. This is part two of the SumZero China Macro series which began with Vladimir Yuzhakov’s exclusive SumZero memo The 5 Biggest Misconceptions About Chin...

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  • Featured gmoil 3b3326d3ea

    Hedge Fund Polls: Best Automaker, Best Sector

    Published: February 18, 2016

    SPY

    The only thing more uncertain than the stock market these days is the crude market. We asked our buyside members where they think prices will bottom out in the near term.

    Oil has been on a volatility streak due to demand concerns from China and supply surpluses from North American shale fracki...

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    Bloomberg Confirms SumZero Cap Intro Drives Institutional Capital

    Published: February 16, 2016

    SPY

    A new Bloomberg article highlights the power of the SumZero Cap Intro platform to drive institutional exposure (and ultimately large investments of capital) toward the funds who utilize the feature:

    <em>Joshua Young started his hedge fund less than a year ago. Last month, he caught a break whe...

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  • Featured 3598488389 64a17a8e11 b 9f26fcd94c

    The 5 Biggest Misconceptions About China's Economy

    Published: February 12, 2016

    The Chinese New Year continues and with it a sense that the nation stands at a crossroads. The Shanghai Stock Exchange Index is down nearly 25% in the past three months, hitting investors with the sobering reality of a heavy correction, but also the distinct possibility that significant buying op...

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  • Featured mattel headquarters el segundo may 2012 310c587961

    Barbies and Hot Wheels Aren't Going Anywhere

    Published: February 11, 2016

    MAT

    Mattel Inc. (MAT) is one of the leading toy manufactures in the world. The company has fallen on hard times as sales of flagship brands such as Barbie and Fisher-Price have been declining. This is in addition to losing the rights next year to produce movie-themed toys for Disney films Princess an...

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  • Featured 400px mayor michael bloomberg 50ba841cd5

    Will the Fund Industry Support Bloomberg?

    Published: January 29, 2016

    SumZero polled its membership on the prospects of Bloomberg as president. The results suggest that fund professionals are enthusiastic about more than just their terminals.

    Last week Mr. Bloomberg, former mayor of New York City and 44th wealthiest person in the world according to Forbes, instr...

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  • Featured money 6a5f2a70ea

    The SumZero Fund Compensation Report

    Published: January 29, 2016

    SPY

    Bonus season is here, and SumZero has produced a comprehensive analysis of salary trends in the fund industry.

    SumZero maintains an internal, user ­driven compensation database. This database, which launched in 2012, now hosts over 3,500 unique compensation entries. The feature was designed t...

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    Meet the New Lower Margin, Lower Quality Chipotle

    Published: January 29, 2016

    Chipotle Mexican Grill was hit hard in late 2015 by an outbreak of foodborne illness cases traced back to its burrito eateries. Chipotle stock (CMG:US) saw a sudden end to its near decade long upward march since the company was spun off from McDonald's.

    SumZero member Nick Mazing, portfolio m...

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    Where Will Oil Prices Stop?

    Published: January 22, 2016

    OVX

    The only thing more volatile than the stock market these days is the crude market. We asked our buyside members where they think prices will bottom out in the near term.

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    Do Funds Expect a Market Downturn?

    Published: January 15, 2016

    SPY

    Amid a downwardly volatile market, everyone in finance has an opinion on what the future may hold. Is this another short term hiccup or the beginning of a much more serious correction?

    SumZero recently asked the 12,000 members of its professional investing community for their sentiments on the...

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    Opposing Funds Duel on Tesla Valuation

    Published: December 10, 2015

    Tesla Motors (NASDAQ: TSLA) is one of the most controversial and heavily-covered names in the market in recent memory. To help investors understand the name at a more advanced level, SumZero has asked two fund professionals that cover the company closely, one long and one short, to opine on some ...

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    $5K Cash Now Goes to the Best Idea Posted on SumZero Each Week

    Published: August 15, 2015

    Posting your research on SumZero now comes with the chance to win $5K cash, each and every week. We are pleased to announce this new partnership with <strong>Interactive Brokers</strong> designed to recognize top-quality buyside research and the analysts/PMs behind that effort. Starting in Septem...

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