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    Caravan Capital Wins van Biema Ex-US Small Cap Challenge

    Published: November 29, 2018

    We are pleased to announce that van Biema Value Partners and Chuck Royce have selected Caravan Capital, a $10-$50M Emerging Markets Hedge Fund, as the final winner of the van Biema Value Partners Ex-US Small-Cap Challenge, a special initiative designed to identify talented, under-the-rader fund m...

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    Why Allergan is Not the Next Valeant

    Published: July 07, 2016

    In the aftermath of Brexit, many investors have forgotten about the continuing shakeup in pharmaceuticals. The S&P Pharmaceuticals Select Industry Index has fallen by 28% in the last year, with prominent hedge funds losing particularly big on much-hyped Valeant (VRX:CN). According to SumZero cont...

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    Quick Pitch: Long on Sanofi (NYSE: SNY)

    Published: April 26, 2012

    SNY

    The market views Sanofi as a large European pharma company with a patent cliff. I believe the stock will be revalued due to the change in business mix, geographical mix, and the lack of patent exposure past 2012. Sanofi has valuable franchises in Generics, Consumer Products, Animal Health, Vaccin...

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    Quick Pitch: Long on AstraZeneca (NYSE: AZN)

    Published: September 11, 2012

    AZN

    AstraZeneca (NYSE: AZN)
    Current Price: $45.00
    Target Price: $62.00
    Source: Hedge Fund. Boston, MA.

    Quick Thesis
    2011 has seen an increased focus on cash generation and returns within the sector, in anticipation of the 2012 trough combined with the continued decline in global markets sentim...

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