Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

Thematic (Sector/Industry)

<ul><li>Kernow Asset Management's commentary for the month ended August 31, 2026. Another sunrise in Cornwall. Screens glowing, tea cooling. Peaceful. Millions of data points have spent the night behaving themselves.</li><li>Beep. 83. I stare at the screen. I was expecting just eight basis points added to Burberry (OTCMKTS: BURBY) (LON:BRBY)'s Kernow Alpha Score.</li><li>That cannot be right. I run it again. 83. There is no escaping the implication. </li></ul>

Kernow Asset Management's commentary for the month ended August 31, 2026. Another sunrise in Cornwall. Screens glowing, tea cooling. Peaceful. Millions of data points have spent the night behaving themselves.Beep. 83. I stare at the screen. I was expecting just eight basis points added to Burberry (OTCMKTS: BURBY) (LON:BRBY)'s Kernow Alpha Score.That cannot be right. I run it again. 83. There is no escaping the implication. 

Kernow Asset Management’s August Letter: 3.3x Return For Our Favorite UK Stock

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>Sinar Mas has purchased Burberry's London headquarters for $174 million, impacting real estate.</li><li>JD and Partners Group are seeking banks for a Singapore REIT IPO amid market activity.</li><li>Far East and Chow Tai Fook have finalized a $2.5 billion acquisition of the Queen's Wharf Casino.</li></ul>

Sinar Mas has purchased Burberry's London headquarters for $174 million, impacting real estate.JD and Partners Group are seeking banks for a Singapore REIT IPO amid market activity.Far East and Chow Tai Fook have finalized a $2.5 billion acquisition of the Queen's Wharf Casino.

Asia Real Estate Tracker (02-Apr-2026): Sinar Mas buys Burberry's London HQ for $174M.

Research from Superfluous Value, Superfluous Value

Superfluous Value

Research from Superfluous Value

Stock selection has rarely been as important as it is today. After a roaring decade for US markets and with signs of mania everywhere, the S&P 500 as over-priced as it has ever been.

But, there is better way. Superfluous Value is a contrarian, deep-dive into the markets forgotten by the 60/40 instos and indexing, momentum chasers. Where the hot money has long moved on, it leaves behind investments offering great safety and prospective returns.

I believe the 2020s will look diametrically opposite to the recent past, with Emerging Markets, the UK, Japan and commodities set to rip and I intend to be holding the best opportunities available as they do.

Please feel free to come along on the journey.

Contrarian Deep-Dive into the Markets

<ul><li>The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.</li><li>But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.</li><li>Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.</li></ul>

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.But today, it’s particularly worth pointing out that an unusually large number of UK stocks are down significantly over the last month.Many are for business specific reasons, but it’s almost uncanny the way UK stocks find a way to tank, even when much of the world is rallying.

Independent Research, US Dominant Players, Investment Talk

Investment Talk

Independent Research, US Dominant Players

Investment Talk is for readers who wish to learn about companies that are potentially outside of their own circle of research, as well as those who are longing to become part of a community of like-minded investors and learn more about investment research. I would describe myself as a long-term investor who typically takes a 3Y to 5Y outlook, before reassessing once that period matures. I follow the adage that one should research, reach a conclusion, and then verify and continue to hold so long as the thesis remains intact. My own investing style is one that seeks to find dominant players within their respective market who have shown signs of monopoly or oligopolistic behaviour, unlikely to be disrupted, in tandem with discovering market disruptors who have a high likelihood of disrupting their respective market. Equally (and weighted accordingly) I seek to discover more nuanced, misunderstood, situations with a shorter time frame.

Equity Bottom-Up

<ul><li>It was hard to imagine a worse first quarter for Burberry.</li><li>At a time when investors were desperate for some positive news following a torrentially bad fiscal 2024, Burberry’s Q1 trading update emphasised a “luxury market that is proving more challenging than expected” with the weakness highlighted coming into FY25 having “deepened” .</li><li>Retail revenue for the quarter of £458 million came in 22% below the prior year.</li></ul>

It was hard to imagine a worse first quarter for Burberry.At a time when investors were desperate for some positive news following a torrentially bad fiscal 2024, Burberry’s Q1 trading update emphasised a “luxury market that is proving more challenging than expected” with the weakness highlighted coming into FY25 having “deepened” .Retail revenue for the quarter of £458 million came in 22% below the prior year.

BRBY: New CEO & Yet More Bad News for the Troubled Retailer

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Luxury sector experiencing challenges after period of record-high growth</li><li>Key players like LVMH, Hermes, and Richemont facing corrections in share prices</li><li>Burberry facing short thesis due to concerns about navigating changing market dynamics</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share pricesBurberry facing short thesis due to concerns about navigating changing market dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United Kingdom

Burberry Group plc is a British luxury fashion house that designs, manufactures, retails, wholesales, and markets luxury goods. The company offers ready-to-wear apparel, including its iconic trench coats, leather accessories, footwear, fragrances, and beauty products. It was founded in 1856 by Thomas Burberry and is headquartered in London, England.

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Burberry (BRBY LN)

Kernow Asset Management’s August Letter: 3.3x Return For Our Favorite UK Stock

Kernow Asset Management's commentary for the month ended August 31, 2026. Another sunrise in Cornwall. Screens glowing, tea cooling.

Hedge Fund Alpha

Asia Real Estate Tracker (02-Apr-2026): Sinar Mas buys Burberry's London HQ for $174M.

Indonesia's Sinar Mas buys Burberry's London HQ for $174M, while JD seeks banks for a Singapore REIT IPO, and OUE plans to sell its Indonesian...

Asia Real Estate Tracker

Noteworthy UK Carnage

The UK remains one of my favourite hunting grounds and I’ve written about its challenges ad nauseam over the last few years.

Superfluous Value

BRBY: New CEO & Yet More Bad News for the Troubled Retailer

It was hard to imagine a worse first quarter for Burberry. At a time when investors were desperate for some positive news following a torrentially...

Investment Talk

Burberry (BRBY) - Sunday, Mar 31, 2024

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share...

Value Investors Club (VIC)

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