We know that hedge funds generate strong, risk-adjusted returns over the long run, which is why imitating the picks that they are collectively bullish on can be a profitable strategy for retail investors. With billions of dollars in assets, professional investors have to conduct complex analyses, spend many resources and use tools that are not always available for the general crowd. This doesn’t mean that they don’t have occasional colossal losses; they do. However, it is still a good idea to keep an eye on hedge fund activity. With this in mind, let’s examine the smart money sentiment towards Edgewell Personal Care Company (NYSE:EPC) and determine whether hedge funds skillfully traded this stock.

Is Edgewell Personal Care Company (NYSE:EPC) a good stock to buy now? Investors who are in the know were selling. The number of bullish hedge fund bets were trimmed by 5 lately. Edgewell Personal Care Company (NYSE:EPC) was in 20 hedge funds’ portfolios at the end of the second quarter of 2020. The all time high for this statistics is 37. Our calculations also showed that EPC isn’t among the 30 most popular stocks among hedge funds (click for Q2 rankings and see the video for a quick look at the top 5 stocks). Video: Watch our video about the top 5 most popular hedge fund stocks.

If you’d ask most traders, hedge funds are viewed as worthless, old financial vehicles of the past. While there are more than 8000 funds trading at the moment, We choose to focus on the top tier of this group, approximately 850 funds. It is estimated that this group of investors control bulk of the hedge fund industry’s total asset base, and by tracking their finest stock picks, Insider Monkey has discovered many investment strategies that have historically outrun Mr. Market.

Dear client or friend of Vailshire Partners LP,

Greetings from Colorado Springs! I hope this quarterly memo finds you well.

The State of the Economy

The health of the President, his administration, and the economy are at the forefront of our nation’s mind as we approach election Tuesday in early November. As uncertainty about election results and coronavirus containment/immunity persists, so does market volatility.

September and October are historically difficult (read: down) months for US equities and Bitcoin during election years, and this has again proven true in 2020.

Thankfully, the historical returns for both equities and Bitcoin once presidential election results are known are generally quite positive… sometimes surprisingly so! And for this, we are positioning Vailshire Partners LP accordingly.

For now, a Congressionally-approved fiscal stimulus looks increasingly unlikely, given the partisan bickering and game theory. My opinion is that if additional money is to be printed out of thin air, then the least our government can do is put it directly in the hands of Americans, many of whom are suffering greatly from the Covid-related business closures and Depression-level increased unemployment.

The Federal Reserve continues to “do its part” by maintaining ever-increasing supplies of money and securities (such as US Treasuries and other fixed income ETFs), as shown by the following charts:

M2 Money Stock (as of 21-September-2020)

Federal Reserve Bank Credit (as of 1-October-2020)

Federal Reserve: US Treasury Securities Held Outright (as of 1-October-2020)

Where Congressional fiscal policy is lacking, the Fed’s monetary policy is undeniably trying hard to pick up the slack!

Tumultuous times call for deft asset allocation and management. With this in mind, let’s see how Vailshire Partners LP has performed in 2020 relative to its peers.

Vailshire Partners LP Annual and Quarterly Performance

*(Starting date: 27-January-2014)

As the chart reveals, through 30-September-2020, Vailshire

By Tom Westbrook and Alun John

SINGAPORE/HONG KONG, Oct 12 (Reuters)Short selling has declined this year as hedge funds ditch bets against a relentless, stimulus-driven stock market rally, prompting a drop in income for asset managers and brokers involved in such trades.

Figures from research firm DataLend showed stock lenders’ revenue tumbled almost 15% in the year to Sept. 30 from 2019 while revenue for the September quarter alone was $1.8 billion, the lowest in the four years of comparable records.

That drop, led by declines in Asia and the United States, shows how an apparently unstoppable equities rally has caused many hedge funds to reduce shorting, typically a crucial way of earning market-beating returns.

“It’s ‘whatever it takes,’ globally, and it is by far the most frustrating rally for all our client base,” said George Boubouras, head of research, at K2 Asset Management, a Melbourne based fund which invests worldwide.

“With so much liquidity from central banks it is a difficult macro environment to run sustained short positions.”

In one sign short interest has declined, the volume of units of the index-tracking SPDR S&P 500 ETF SPY.P on loan hit a six-month low in mid September, data from research firm FIS Astec shows.

Analysts and brokers say this trend means less liquidity for traders and pressure on those who use stock lending revenue to keep trading fees low.

Blackrock BLK.N, for example, the world’s largest asset manager, earned roughly 6% of its $3.6 billion in quarterly revenue from stock lending in the June quarter, while State Street STT.N earned about 4% of its Q2 revenue.

“For Blackrock and others, a hit to securities lending revenues is likely to be a pain point,” said Stephen Biggar, director of financial services research at Argus Research in New

The Ethereum based decentralized finance (DeFi) protocol Hippo Finance launches the first community governed hedge fund for anyone interested in investing in crypto farming tokens safely.

  • Team Hippo aims to set a new industry standard for DeFi farming protocols, as a result, all the code will be audited by two independent security firms before launch.
  • Hippo Finance is powered by a three token ecosystem, designed to provide farming operations that are sustainable and incentivizes holding HIPPO tokens long term.
  • Users decide how the decentralized hedge fund is spent through transparent on-chain voting: burn, invest in another project, or distribute as dividends.

London, October 9, 2020 – Hippo Finance, a liquidity mining platform on Ethereum, today announces the launch date of its community governed DeFi hedge fund. Users will generate returns from staking HIPPO tokens in various farming pools, along with growing the decentralized hedge fund which token holders decide to use as a collective.

How does it work?

Hippo Finance is powered by a three token ecosystem: HIPPO, Angry Hippo (aHIPPO), and Dark Hippo (dHIPPO). Each token has its separate use case which compliments each other through staking to form a powerful positive feedback loop. The Hippo tokenomics are designed to distribute all value captured by the protocol back to investors through community governance. Ultimately the mission is to provide a secure long-term farming platform for crypto investors with plans to scale onto Polkadot.

Once launched, the liquidity mining programs and hedge fund management will work as per the following diagram.

Users stake HIPPO tokens individually to earn aHIPPO as rewards, or can provide HIPPO/ETH liquidity on Uniswap to enjoy a x1.5 multiplier. Additionally, aHIPPO/ETH LP tokens can be staked to farm dHIPPO tokens. Stakers will earn 75% of rewards, 20% goes to the fund contract, and 5% is allocated

LONDON (Reuters) – Five years after London-based hedge fund Toscafund ditched the shares it held in insurance companies, the $3.5 billion firm and its peers are flocking back, drawn by sharp premium increases which are lifting the sector’s post-coronavirus prospects.

FILE PHOTO: Skyscrapers in The City of London financial district are seen at sunrise in London, Britain, September 14, 2020. REUTERS/Hannah McKay/File Photo

Insurers faced a surge in claims spanning trade credit to event cancellations as a result of the pandemic. Some have pulled out of unprofitable lines of business but for those who remain, the crisis has led to a steep rise in premiums, or a so-called “hardening” of the market, typical after a period of heavy losses.

Commercial insurance rates tmsnrt.rs/3nuB046 rose 19% year-on-year in the April-June quarter, says Marsh, the world’s largest insurance broker, the most since the firm started compiling data in 2012.

(Graphic: Global commercial insurance premiums (% change) )

Insurance was a successful part of Toscafund’s portfolios after 2012 as companies shelved expansion plans and started returning capital to shareholders, but that trade had faded by 2015, said Nigel Gliksten, a partner at the fund.

Now though, the sector looks more attractive.

“We’ve gone back into insurance this year. We’ve got (about) 15% weighting in the sector from stocks that we think will benefit from a significant hardening,” Gliksten said, adding that the pandemic had changed pricing levels “meaningfully”.

Share prices have yet to reflect a shift in prospects. A European insurance sub-index is down 25% this year, its worst performance since 2009. Lancashire and RenaissanceRe, two major holdings in Toscafund’s long-short equity fund, still trade at end-May lows, with year-to-date losses of more than 10%.

Funds such as Copper Street Capital are also betting that will change. Its