Published: November 02, 2018
We are pleased to announce the Winners in the recently completed <em>Great, Undiscovered CEOs Challenge</em>. The initiative was designed to identify actionable investments led by unsung, but nevertheless outstanding management teams.
Published: January 24, 2018
The SumZero Top Stocks for 2018 PDF has arrived. This PDF contains 15 actionable research ideas from the SumZero community of over 15,000 buyside fund professionals. Selections were determined by a panel of over 40 senior fund professionals and asset allocators.
The Top Stocks report is design...
Published: January 09, 2014
Baupost's strategy is denoted by extreme concentration in the firm's long-only, public equity fund (which tends to constitute between 5-15% of the total value of the firm--the balance is in real estate, bonds, cash, hedges, etc.). By September of 2013, the firm’s top three equity holdings made up...