Investing

Some pumpjacks operate while others stand idle in the Belridge oil field on November 03, 2021 near McKittrick, California. Mario Tama | Getty Images (Click here to subscribe to the Delivering Alpha newsletter.) Hedge funds have ramped up their commodity bets as prices surged during geopolitical turmoil, and managers with big exposure are reaping sizable profits. The
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(Click here to subscribe to the Delivering Alpha newsletter.) Emerging markets, specifically those in Eastern Europe, have been whipsawed amid the ongoing Russia-Ukraine conflict. With sanctions in place and Russia’s hard default deadline approaching in April, investors are particularly focused on the region’s sovereign debt — an area that Gramercy Funds has specialized in since its inception
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In this article MRT.UN-CA CNE-CA CFW-CA Thomas Barwick | Stone | Getty Images Less than a third of corporate board seats are now held by women, despite evidence that has shown that gender diversity in boardrooms can lead to higher credit ratings and improved stock performance. Women are gaining ground in the boardroom. In 2022,
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In this article OXY Vicki Hollub, President and CEO, Occidental Petroleum Corporation, participates in a panel discussion during the annual Milken Institute Global Conference at The Beverly Hilton Hotel on April 29, 2019 in Beverly Hills, California. Michael Kovac | Getty Images As oil prices surge to the highest levels since 2008, Occidental Petroleum CEO
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(Click here to subscribe to the Delivering Alpha newsletter.) Software has been one of the worst-performing sectors this year amid a rising rate environment and geopolitical tensions overseas.  This comes as no shock to Orlando Bravo who helms tech-focused private equity firm Thoma Bravo. He says the mantra of ‘growth at all costs’ is over and that
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Billionaire Warren Buffett says he drinks five Cokes a day. Bloomberg | Getty Images Warren Buffett’s recent success from his massive Apple bet is spurring comparisons with the legend’s greatest investment of all time — Coca-Cola. Berkshire Hathaway began buying Apple’s stock in 2016 and amassed a 5% ownership of the iPhone maker by mid-2018 with
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The central processing plant for oil and gas in Salym, Russia, Feb. 4, 2014. Salym Petroleum Development is a venture between Shell and Gazprom Neft. Andrey Rudakov | Bloomberg | Getty Images Shell said Monday it is ending an “equity partnership” with Gazprom, a Russian state-owned energy company, as the Russia-Ukraine conflict continues. Shell said
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