hedge fund gains 79% with bets on comebacks

[Steve]

 

http://www.bloomberg.com/news/2014-03-26/senvest-hedge-fund-gains-79-with-bets-on-comebacks.html

 

Interesting article about where and what types of investments Senvest looks for.  I'm adding these sharp guys to my 13-F list.

 

Their investment approach reminds me of Mohnish Pabrai....where a position is placed only if a 2-3x is achievable. 

 

-Steve

[yadayada]

Thanks for posting :) Is there a way to track their holdings? I cant find it with google or the SEC site.

[matts]

They are Canadian so no SEC filing. I don't believe they disclose much regarding their positions. Senvest the management company is actually public TSE:SEC. There is a thread in the ideas section. Check it out for more info.

 

 

[PatientCheetah]

They are Canadian so no SEC filing. I don't believe they disclose much regarding their positions. Senvest the management company is actually public TSE:SEC. There is a thread in the ideas section. Check it out for more info.

 

http://www.sedar.com/FindCompanyDocuments.do

 

There are some management discussions regarding portfolio additions/deletions.

[oddballstocks]

I wrote about them a while back: http://www.oddballstocks.com/2013/04/anyone-can-invest-in-this-above-average.html

 

In that post I showed how to find their holdings.  You can also contact the company and get on their hedge fund letter mailing list where they disclose more.

[merkhet]

Alternatively, you could go to Whale Wisdom as it takes the grunt work out of figuring out position change increments -- http://whalewisdom.com/filer/rima-management-llc