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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>GA-Courtenay Special Situations Fund declined 13.8% in July, taking its year-to-date return to -10.0%, as an unusual liquidity-driven dislocation hit higher-growth equities.</li><li>Ex-Odey star and fund manager Adrian Courtenay said the sell-off showed no corresponding deterioration in the fundamentals of the hedge fund’s holdings, while the merger arbitrage book contributed positively during the month.</li><li>The fund responded cautiously by reducing equity gross exposure while increasing its merger arbitrage allocation and adding selectively to SpaceX and Tesla.</li></ul>

GA-Courtenay Special Situations Fund declined 13.8% in July, taking its year-to-date return to -10.0%, as an unusual liquidity-driven dislocation hit higher-growth equities.Ex-Odey star and fund manager Adrian Courtenay said the sell-off showed no corresponding deterioration in the fundamentals of the hedge fund’s holdings, while the merger arbitrage book contributed positively during the month.The fund responded cautiously by reducing equity gross exposure while increasing its merger arbitrage allocation and adding selectively to SpaceX and Tesla.

Courtenay Special Situations Fund Falls 14% in July, Adds to Elon Musk-Linked Stakes

Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul><li>India's PC market shows growth in 3Q24, indicating signs of recovery in the industry after a challenging period.</li><li>Taiwan's aerospace industry experiences a surge in ambitions amidst global security worries, highlighting the region's competitive edge.</li><li>Samsung makes changes in leadership with new foundry CTO appointment, signaling a strategic shift in the company's direction.</li></ul>

India's PC market shows growth in 3Q24, indicating signs of recovery in the industry after a challenging period.Taiwan's aerospace industry experiences a surge in ambitions amidst global security worries, highlighting the region's competitive edge.Samsung makes changes in leadership with new foundry CTO appointment, signaling a strategic shift in the company's direction.

Tech Supply Chain Tracker (28-Nov-2024): India PC market recovering, slight shipment growth in 3Q24.

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

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<p>I just read the book <a href="https://www.amazon.com/Samsung-Rising-Inside-Korean-Conquer-ebook/dp/B07T9WTTZC/ref=sr_1_1?dchild=1&amp;keywords=samsung+rising&amp;qid=1623743594&amp;sr=8-1" target="_blank" data-saferedirecturl="https://www.google.com/url?q=https://www.amazon.com/Samsung-Rising-Inside-Korean-Conquer-ebook/dp/B07T9WTTZC/ref%3Dsr_1_1?dchild%3D1%26keywords%3Dsamsung%2Brising%26qid%3D1623743594%26sr%3D8-1&amp;source=gmail&amp;ust=1624323969123000&amp;usg=AFQjCNGC2aiiwDMsNjEfaxR0gESTgnBzqg" rel="noopener">Samsung Rising</a> by Geoffrey Cain and found it enlightening.</p>
<p>Samsung is a unique company: one of the best brand names to ever come out of East Asia.</p>
<p>This post will give you a brief history of how Samsung made the journey from a post-war trading company to an international technology giant. I will then describe where Samsung is today and where it could be heading in the future.</p>




I just read the book Samsung Rising by Geoffrey Cain and found it enlightening.
Samsung is a unique company: one of the best brand names to ever come out of East Asia.
This post will give you a brief history of how Samsung made the journey from a post-war trading company to an international technology giant. I will then describe where Samsung is today and where it could be heading in the future.

South Korea

Samsung Biologics Co.,Ltd. manufactures bio-healthcare products. The Company develops, refines, and distributes biopharmaceutical products.

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Samsung Biologics (207940 KS)

Courtenay Special Situations Fund Falls 14% in July, Adds to Elon Musk-Linked Stakes

GA-Courtenay Special Situations Fund declined 13.8% in July, taking its year-to-date return to -10.0%, as an unusual liquidity-driven dislocation...

Hedge Fund Alpha

Tech Supply Chain Tracker (28-Nov-2024): India PC market recovering, slight shipment growth in 3Q24.

India sees slight growth in PC shipments, Taiwan's aerospace sector thrives, Samsung appoints new CTO, Taiwan and Germany collaborate on AI license...

Tech Supply Chain Tracker

Samsung Is In A Crucial Transition

Samsung is a unique company: one of the best brand names to ever come out of East Asia, covering Samsung's history, where it is today and its future

Asian Century Stocks

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