The brand new Q2 2011 issue of Hedge Fund Wisdom is now available.

Included in this issue:

– The latest portfolios of 25 top hedge funds & analysis of their moves
– Consensus buy/sell list
– Investment Thesis Summaries on: American International Group (AIG), Sensata Technologies (ST), & First Solar (FSLR)

You can download the .PDF by clicking the following link: Q2 Issue

Just wanted to give subscribers an update that the brand new Q2 2011 issue of Hedge Fund Wisdom should be released in about a week (target release date: August 21st or 22nd). You will receive an email alert right when the new issue is released so you can login and download it.

We’re waiting for all the hedge funds to file their respective information with regulators and after they do we can sort, aggregate, and analyze their positions. Another in-depth issue direct from hedge fund analysts is coming your way soon.

If you have any questions, please email [email protected] Thanks!

Hedge Fund Wisdom’s Q1 2011 newsletter has just been released (91 pages).

It includes the updated portfolios of 25 prominent hedge funds. Shumway Capital Partners returned investor capital in Q1 & so in this issue they’re replaced by Coatue Management. As usual, the issue also includes commentary on each manager’s moves.

Highlights from Q1:

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Just wanted to give subscribers an update that the Q1 2011 edition of Hedge Fund Wisdom should be released between May 21-23. We have to wait for all the hedge funds to file their respective information with regulators and they won’t do this until the middle of May. Then we can aggregate and publish another in-depth issue for you filled with analysis and research direct from hedge fund analysts.

If you have questions, please email [email protected] Thanks!

Hedge Fund Wisdom’s Q4 2010 newsletter has just been released.

It includes updates on the portfolios of 25 prominent hedge funds (2 new hedge funds added this quarter: JANA Partners & Pennant Capital). Here are the consensus buys & sells from the quarter:

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Just a quick reminder of Hedge Fund Wisdom’s publishing schedule. The newsletter is published four times a year (once a quarter) and is generally released in the middle of the month during the following months:

– February (Q4 Issue)
– May (Q1 Issue)
– August (Q2 Issue)
– November (Q3 Issue)

Our Q4 2010 Issue should be released by February 28th, 2011 at the latest. We can’t analyze the holdings and draft the newsletter until all of the respective hedge funds have filed their disclosures and so we are at their mercy in terms of timeframe. Once the information is available, we’ll aggregate, sort, and analyze it to bring you another in-depth issue of Hedge Fund Wisdom.

Please don’t hesitate to contact us should you have any questions: [email protected]. Thank you for reading!

Hedge Fund Wisdom’s Q2 2010 newsletter includes updates on the portfolios of 20 prominent hedge funds, commentary & analysis of each fund’s buys/sells, as well as analyses on 3 stocks managers were buying. In the second quarter, hedge funds added oil services like Ensco (ESV) to take advantage of the BP oil spill market shock and reduced financials like Bank of America (BAC) as the economy slowed down and general uncertainty took hold.
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