DOCSLIB.ORG

13F Ideas Quarterly - May 2014

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
13F Ideas Quarterly - May 2014 13F Ideas Quarterly - May 2014 This latest edition (beta) of the 13F Ideas Report contains complete reporting for over 100 funds. This is our largest issue to date and includes aggregate reporting for the quarter ended March 31. We view 13Fs as one idea generation source, with the most valuable ones sharing characteristics of concentrated portfolios and low turnover. The 13F filings are properly viewed as a snapshot in time from 45 days ago, but for the purpose of following funds with longer holding periods, this time delay proves to be only a small detriment to the knowledgeable user. The keys to utilizing 13Fs are to identify the funds worth following, as well as having the information in an easily digestable format. This comprehensive and timely report aims to help users on both fronts. This report works well when read on an Ipad or other tablet; you can quickly get a comprehensive review of all this quarter’s filings in one sitting. Any feedback is welcome at [email protected] You can subscribe to receive future notifications about this report here: http://tinyletter.com/13F-Ideas/ Follow us on twitter @chensj for the latest updates. Aggregate Reporting Section New positions initiated by most number of funds # Issue Symbol Cusip Total Funds 1 Endo Intl Plc ENDP G30401106 11 Ratan,Jana,Corvex,Glenview,Lone Pine,Blue Ridge,Hoplite,Miura,Healthcor,TigerEye,Weitz 2 Vodafone Group Plc New VOD 92857W308 8 Greenlight,Fairholme,Perry,Paulson,Southeastern,Chou,E ton Park,Highfields 3 Ebay Inc EBAY 278642103 7 Icahn,Jana,Glenview,Highfields,Kynikos,Tiger Consumer,Weitz 4 Verizon Communications Inc VZ 92343V104 7 Berkshire,Third Pt,Paulson,Chou,Oldfield,Luxor,Revelation 5 American Rlty Cap Pptys Inc ARCP 02917T104 6 Moab,Luxor,Eton Park,Akanthos,EJF,Arbiter 6 Ctrip Com Intl Ltd CTRP 22943F100 5 Lone Pine,Maverick,Coatue,Brookside,Cascabel 7 Actavis Plc ACT G0083B108 5 Ratan,Cooperman,Oskie,Paulson,Lone Pine 8 Hertz Global Holdings Inc HTZ 42805T105 5 Jana,Tiger Global,Glenview,Luxor,EJF 9 Platform Specialty Prods Cor PAH 72766Q105 5 Pershing Sq,Corvex,Cooperman,Blue Ridge,T2 10 Nokia Corp NOK 654902204 4 Greenlight,Perry,Brookside,Jabre 11 Liberty Global Plc LBTYK G5480U120 4 Berkshire,Blue Ridge,Maverick,Coatue 12 Nxp Semiconductors Nv NXPI N6596X109 4 Duquesne,Viking,Senator,Valinor 13 Avis Budget Group CAR 053774105 4 Tiger Global,Glenview,York,Hawkeye 14 Time Warner Cable Inc TWC 88732J207 4 Third Pt,Cooperman,Senator,Locust 15 Allegion Pub Ltd Co ALLE G0176J109 4 Glenview,12 West,Blue Ridge,Valinor Positions closed by most number of funds # Issue Symbol Cusip Total Funds 1 Vodafone Group Plc New VOD 92857W209 10 Greenlight,Paulson,Southeastern,Chou,Eton Park,Highfields,York,Eminence,Senator,Hoplite 2 Endo Health Solutions Inc ENDP 29264F205 8 Ratan,Jana,Corvex,Duquesne,Lone Pine,Blue Ridge,Hoplite,Weitz 3 General Mtrs Co GM 37045V100 8 Greenlight,Third Pt,Cooperman,Oskie,Elliot,Eton Park,Senator,LongOar 4 Time Warner Cable Inc TWC 88732J207 6 Ratan,Perry,Maverick,Coatue,York,TigerEye 5 Cole Real Estate Invts Inc COLE 19329V105 6 Marcato,Third Pt,Moab,Luxor,Eton Park,Touradji 6 Life Technologies Corp LIFE 53217V109 6 Paulson,Glenview,Sandell,Highfields,Touradji,Jabre 7 Viropharma Inc VPHM 928241108 6 Fairfax,Paulson,Palo Alto,M.Price,Touradji,Jabre 8 News Corp New NWSA 65249B109 5 Atlantic,Eton Park,Blue Ridge,Coatue,Silver Pt 9 Hess Corp HES 42809H107 5 Perry,Sandell,York,Argonaut,Arbiter 10 Gilead Sciences Inc GILD 375558103 5 Third Pt,Duquesne,Blue Ridge,Brookside,LongOar 11 Jpmorgan Chase & Co JPM 46625H100 5 Kerrisdale,Boyar,Highfields,EJF,Cascabel 12 Hca Holdings Inc HCA 40412C101 5 Blue Ridge,Highfields,Viking,Healthcor,Deerfield 13 Tim Hortons Inc THI 88706M103 5 York,Senator,Locust,Valinor,Tiger Consumer 14 Perrigo Co PRGO 714290103 4 Orbimed,Eton Park,Senator,Jabre 15 Jos A Bank Clothiers Inc JOSB 480838101 4 Luxor,York,Eminence,Tiger Consumer Most Widely Held Positions # Issue Symbol Cusip Total Funds 1 Citigroup Inc C 172967424 22 Third Pt,Fairholme,Cooperman,Fairfax,Oskie,Chou,Appaloosa, Glenview,TPG-Axon,Oldfield,Eton Park,Boyar,Blue Ridge,Highfields,T2,Kynikos,Senator,Silver Pt,PL Capital,SecondCurve,EJF,Arbiter 2 American Intl Group Inc AIG 026874784 19 Abrams,Third Pt,Jana,Fairholme,Cooperman,Perry,Moab,Appaloosa,Gl enview,Blue Ridge,Highfields,Viking,Pennant,T2,Eminence,Valinor,Silv er Pt,Argonaut,Lane Five 3 Actavis Plc ACT G0083B108 17 Third Pt,Ratan,Jana,Corvex,Cooperman,Oskie,Paulson,Chou,O rbimed,Eton Park,Lone Pine,Blue Ridge,Viking,York,Senator,Hoplite,Healthcor 4 Liberty Global Plc LBTYK G5480U120 16 Berkshire,Greenlight,Third Pt,Tiger Global,Lone Pine,Blue Ridge,Maverick,Coatue,York,Valinor,Miura,Tiger Consumer,Touradji,White Elm,TigerEye,Weitz Most Widely Held Positions # Issue Symbol Cusip Total Funds 5 Hertz Global Holdings Inc HTZ 42805T105 15 Third Pt,Jana,Oskie,Perry,Tiger Global,Glenview,Luxor,Sandell,T2,York,Brookside,Valinor, Tiger Veda,EJF,LongOar 6 Ebay Inc EBAY 278642103 14 Icahn,Jana,Cooperman,Perry,Glenview,Eton Park,Highfields,Eminence,Kynikos,Tiger Consumer,Lane Five,Cascabel,Jabre,Weitz 7 Valeant Pharmaceuticals Inte VRX 91911K102 14 ValueAct,Third Pt,Ratan,Jana,Paulson,Orbimed,Lone Pine,Maverick,Viking,York,Hoplite,SQ Advisors,TigerEye,Weitz 8 Microsoft Corp MSFT 594918104 14 Abrams,ValueAct,Duquesne,Glenview,Oldfield,Boyar,Lon e Pine,Highfields,Locust,Grandmaster,Intrepid,Arbiter,Jabre ,Weitz 9 Dollar Gen Corp New DG 256677105 13 Third Pt,Corvex,Cooperman,Paulson,Tiger Global,Glenview,Lone Pine,Pennant,Brookside,Eminence,Senator,Grandmaster, Tiger Consumer 10 Apple Inc AAPL 037833100 13 Greenlight,Icahn,Appaloosa,Robotti,Blue Ridge,Coatue,Kynikos,Locust,Valinor,Argonaut,Intrepid,La ne Five,Weitz 11 Time Warner Cable Inc TWC 88732J207 13 Third Pt,Corvex,Cooperman,Paulson,Glenview,Highfields,Senat or,Locust,Valinor,Makaira,Touradji,Cascabel,Jabre 12 Cheniere Energy Inc LNG 16411R208 12 Baupost,Third Pt,Eton Park,Blue Ridge,Pennant,York,Senator,Valinor,Argonaut,EJF,LongO ar,TigerEye 13 American Airls Group Inc AAL 02376R102 12 Third Pt,Oskie,Paulson,Appaloosa,T2,York,Locust,Valinor,Silver Pt,Argonaut,Tiger Veda,LongOar 14 Berkshire Hathaway Inc Del BRKB 084670702 12 Fairholme,Fairfax,Southeastern,Centaur,Robotti,T2,Locus t,Arlington,Intrepid,SQ Advisors,Cannell,Weitz 15 General Mtrs Co GM 37045V100 12 Berkshire,Jana,Corvex,Paulson,Appaloosa,Glenview,Oldfi eld,Mt.Kellett,Sandell,York,Locust,Silver Pt Position size increased by most number of funds # Issue Symbol Cusip Total Funds 1 Liberty Global Plc LBTYK G5480U120 8 Greenlight,Third Pt,Lone Pine,York,Miura,Tiger Consumer,White Elm,TigerEye 2 Actavis Plc ACT G0083B108 8 Third Pt,Jana,Corvex,Chou,Eton Park,Blue Ridge,York,Healthcor 3 Cheniere Energy Inc LNG 16411R208 7 Third Pt,Eton Park,Blue Ridge,York,Argonaut,EJF,LongOar 4 Citigroup Inc C 172967424 7 Cooperman,Oskie,Glenview,Highfields,Senator,EJF,Arbite r 5 Hca Holdings Inc HCA 40412C101 7 Corvex,Cooperman,Appaloosa,Glenview,TPG- Axon,Orbimed,Brookside 6 Charter Communications Inc D CHTR 16117M305 6 Oskie,Tiger Global,Glenview,Eminence,Miura,White Elm 7 Dollar Gen Corp New DG 256677105 6 Corvex,Glenview,Brookside,Eminence,Senator,Grandmas ter 8 American Airls Group Inc AAL 02376R102 6 Oskie,Paulson,Appaloosa,T2,Locust,Argonaut 9 Sunedison Inc SUNE 86732Y109 5 Greenlight,Cooperman,Altai,York,EJF 10 Walgreen Co WAG 931422109 5 Jana,Eton Park,Viking,York,Hoplite 11 Valeant Pharmaceuticals Inte VRX 91911K102 5 ValueAct,Ratan,Lone Pine,Maverick,Viking 12 Bank Of America Corporation BACWSA 060505146 5 Fairholme,Paulson,Chou,Mt.Kellett,Jabre 13 Berkshire Hathaway Inc. BRKB 084670702 5 Fairfax,Centaur,Locust,SQ Advisors,Weitz 14 Microsoft Corp MSFT 594918104 5 ValueAct,Oldfield,Lone Pine,Locust,Grandmaster 15 Google Inc GOOG 38259P508 5 Third Pt,Duquesne,Appaloosa,Valinor,Jabre Position size decreased by most number of funds # Issue Symbol Cusip Total Funds 1 General Mtrs Co GM 37045V100 10 Berkshire,Jana,Corvex,Glenview,Oldfield,Mt.Kellett,Sande ll,York,Locust,Silver Pt 2 Liberty Global Plc LBTYA G5480U104 9 Greenlight,Lone Pine,Blue Ridge,Maverick,Coatue,York,Tiger Consumer,White Elm,TigerEye 3 Mastercard Inc MA 57636Q104 6 Berkshire,Tiger Global,Lone Pine,Grandmaster,White Elm,Lane Five 4 Priceline Com Inc PCLN 741503403 5 Lone Pine,Coatue,Miura,White Elm,TigerEye Position size decreased by most number of funds # Issue Symbol Cusip Total Funds 5 American Intl Group Inc AIG 026874784 5 Third Pt,Appaloosa,Pennant,T2,Argonaut 6 General Mtrs Co GMWSB 37045V126 5 Jana,Appaloosa,Mt.Kellett,York,Silver Pt 7 Family Dlr Stores Inc. FDO 307000109 5 Trian,Corvex,Paulson,Eton Park,Highfields 8 Twenty First Centy Fox Inc FOXA 90130A101 5 Childrens,Lone Pine,Coatue,Locust,Miura 9 Metlife Inc MET 59156R108 4 Appaloosa,Highfields,Viking,Senator 10 Baidu Inc BIDU 056752108 4 Third Pt,Appaloosa,Coatue,Cascabel 11 Dish Network Cor DISH 25470M109 4 Cooperman,Highfields,LongOar,TigerEye 12 Spdr S&p 500 Etf Trust SPY 78462F103 4 Relational,Luxor,Argonaut,Jabre 13 Sothebys BID 835898107 4 Marcato,Third Pt,Eton Park,York 14 Xoma Corp. XOMA 98419J107 4 Baker Bros,Palo Alto,Orbimed,Deerfield 15 Actavis Plc ACT G0083B108 4 Orbimed,Viking,Senator,Hoplite Individual Fund Reporting Section # Fund Name Page 1 Berkshire Hathaway 1 2 Greenlight Capital 3 3 Abrams Capital Management 4 4 Baupost Group 5 5 Marcato Capital Management 6 6 Relational Investors 7 7 Trian Fund Management 8 8 ValueAct Holdings 9 9 Atlantic Investment Management 10 10 Pershing Square Capital Management 11 11 Third Point 12 12 Starboard Value 14 13 Ratan Capital Management 15 14 Carl Icahn 16 15 Jana Partners 17 16 Childrens Investment Fund Management 19 17 Corvex Management 20 18 Fairholme Capital Management 22 19 Leon Cooperman 24 20 Kerrisdale Advisers 26 21 Fairfax Financial Holdings 28 22 Oskie Capital Management 30 23 Perry Corp 31 24 Paulson And Co 32 25 Southeastern Asset Management 34 26 Becker Drapkin Management 35 27 Tiger Global Management 36 28 Chou Associates Management 38 29 Moab Capital Partners 39 30 Altai Capital Management 40 31 Elliot Management Corp 41 32 Duquesne Family Office 43 33 Bulldog Investors 44 34 Appaloosa Management 45 35 Baker Bros.
Load more

Recommended publications
  • 2010 Employment Report Career Management Center Visit the Career Management Center Online At
    2010 Employment Report Career ManageMent Center Visit the Career Management Center online at www.gsb.columbia.edu/recruiters. Post positions online at www.gsb.columbia.edu/jobpost. reCruItIng at CoLumbia Business schooL Columbia Business School students continue to distinguish themselves with their ability to be nimble and flexible during a shifting economic and hiring landscape. employers report that Columbia MBas have the right mix of tangible business skills and social intelligence—enduring assets for any organization. the School’s focus on educating versatile business leaders who can excel in any environment is proven by a curriculum that bridges academic theory and real-world practice through initiatives like Columbia CaseWorks and the Master Class Program. the School’s cluster system and learning teams, as well as the Program on Social Intelligence, foster a team-oriented work ethic and an entrepreneurial mindset that makes creating and capturing opportunity instinctual. Students are able to add value to a wide range of organizations on day one, and the School’s extraordinary network of alumni, global business partners, and faculty members, along with its seamless integration with new York City, makes Columbia Business School stand out among its peers. the Career Management Center (CMC) works with hiring organizations across the public, private, and nonprofit sectors to develop effective and efficient recruiting strategies. recruiters can get to know the School’s talented students in a variety of ways, such as on-campus job fairs, prerecruiting functions, drop-in sessions, interviews, and educational presentations with student clubs, among other opportunities. Companies can also collaborate with the CMC to interview students closer to the time of hiring on an as-needed basis.
    [Show full text]
  • Julian Robertson: a Tiger in the Land of Bulls and Bears
    STRACHMAN_FM_pages 6/29/04 11:35 AM Page i Julian Robertson A Tiger in the Land of Bulls and Bears Daniel A. Strachman John Wiley & Sons, Inc. STRACHMAN_FM_pages 6/29/04 11:35 AM Page i Julian Robertson A Tiger in the Land of Bulls and Bears Daniel A. Strachman John Wiley & Sons, Inc. STRACHMAN_FM_pages 6/29/04 11:35 AM Page ii Copyright © 2004 by Daniel A. Strachman. All rights reserved. Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permis- sion of the Publisher, or authorization through payment of the appropriate per- copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600, or on the web at www. copyright.com. Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008. Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in preparing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fit- ness for a particular purpose.
    [Show full text]
  • Software Sector Summary Report
    SOFTWARE SECTOR REPORT Q1 2019 GCA: A LEADING INDEPENDENT GLOBAL INVESTMENT BANK Global investment bank providing strategic M&A and capital markets advisory services to growth companies and market leaders LEEDS PARIS FRANKFURT MANCHESTER MUNICH ZURICH NAGOYA TOKYO LONDON SHANGHAI NEW YORK MILAN NEW DELHI OSAKA TEL AVIV FUKUOKA SAN FRANCISCO TAIPEI MUMBAI SINGAPORE HO CHI MINH CITY Global platform: Sector expertise: Exceptional cross- 21 offices in key Experienced team: Expansive coverage border capabilities: markets across Over 400 employees and deep Over a third of all America, Asia and across the globe specialization transactions Europe Broad spectrum Diversified Strong reputation of clients: business model: and track record: Leading Geographically High number of conglomerates, top balanced, synergistic repeat clients and private equity firms and complementary referrals and emerging high- focus areas growth companies 2 GCA operates as GCA in America and Asia, and GCA Altium in Europe GCA OVERVIEW The GCA Software Team US Team Paul DiNardo Daniel Avrutsky Rupert Sadler Josh Wepman Managing Director Managing Director Managing Director Managing Director Software HCM Software Software, Travel & Telematics Software & Digital Media [email protected] [email protected] [email protected] [email protected] James Orozco Clark Callander Chris Gough Kevin Walsh Managing Director Managing Director Managing Director Managing Director Financial Sponsors Technology Real Estate Tech Software & Digital Media [email protected] [email protected]
    [Show full text]
  • Top 100 Hedge Funds
    P2BW14403B-0-P01100-1--------XA P22 BARRON'S May24,2010 May24,2010 BARRON'S P11 BLACK Top 100 Hedge Funds The market’s horrors of 2008 gave way to the pleasures of 2009. John Paulson’s Paulson Credit Opportunities fund has gained a phenomenal 123% annually over the past three years. The worst-performing member of Barron’s Top 100 has returned roughly five times what the average hedge fund has risen. Currencies (USD, GBP and Euro) refer to specific currency classes of a fund. Fund 3-Year RANKING Assets Compound 2009 Total Firm 05/24/2010 2009 ’08 Name (mil) Fund Strategy Annual Return Return Company Name / Location Assets (mil) 1. nr Paulson Credit Opportunities a $4,000 Credit 122.92% 35.02% Paulson / New York $32,000 2. 2. Balestra Capital Partners 1,050 Global Macro 65.63 4.22 Balestra Capital / New York 1,225 3. nr Medallion 9,000 Quantitative Trading 62.80 38.00 Renaissance Tech / East Setauket, NY 15,000 4. 13. Element Capital 1,214 Macro/Relative Value 45.02 78.82 Element Capital / New York 1,214 IF THERE WERE EE,EU,MW,NL,SW,WE 5. nr Providence MBS Offshore 333 Mortgage-Backed Securities 44.29 85.67 Providence Investment Mgmt / Providence, RI 400 6. nr OEI Mac (USD) 355 Equity Long/Short 41.78 18.56 Odey Asset Mgmt / London 2,834 7. 1. Paulson Advantage b 4,750 Event Arbitrage 41.31 13.60 Paulson / New York 32,000 EVERATIMETOASK 8. nr SPM Structured Servicing 1,049 Mortgage-Backed Securities 39.80 134.60 Structured Portfolio Mgmt / Stamford, CT 2,725 9.
    [Show full text]
  • Graham & Doddsville
    Page 2 Welcome to Graham & Doddsville We are pleased to bring ing, and management you the 41th edition of quality and capital allo- Graham & Doddsville. This cation. Mr. Kidd discuss- student-led investment es his early experiences publication of Columbia with the semiconductor Business School (CBS) is industry, which shaped co-sponsored by the Heil- his unique and successful brunn Center for Graham long-term approach to & Dodd Investing and the investing. Columbia Student Invest- ment Management Asso- We continue to bring you Meredith Trivedi, Man- ciation (CSIMA). stock pitches from cur- aging Director of the Heil- rent CBS students. In brunn Center. Meredith We first interviewed Ar- this issue, we feature leads the Center, cultivat- thur Young, portfolio three contest-winning ing strong relationships manager and co-founder pitches. Amitaabh Sahai with some of the world´s of Tensile Capital Manage- ('21) shares his long idea most experienced value ment. We discussed Mr. on DXC Technology investors and creating numerous learning oppor- Young’s investing princi- (DXC). Will Husic (‘22), tunities for students inter- ples and founding of Ten- Harrison Liftman (‘22), ested in value investing. sile, his approach to gen- and Cathy Yao (‘22) eralist value investing, share their buy thesis on idea generation, and Ten- Live Nation (LYV) as an sile’s unique blend of pub- attractive covid-19 re- lic and private investing. covery idea. Finally, Na- Mr. Young also shares his than Shapiro ('22), Le- views on the attractive vente Merczel ('22), Kyle aspects of investing in Heck ('22), Kirk Mahoney software businesses. ('22), and Vineet Ahuja ('21) share their long Next, we interviewed thesis on RealPage (RP).
    [Show full text]
  • BLUE RIDGE BANKSHARES, INC. Form S-4/A Filed 2020-12-09
    SECURITIES AND EXCHANGE COMMISSION FORM S-4/A Registration of securities issued in business combination transactions [amend] Filing Date: 2020-12-09 SEC Accession No. 0001193125-20-313857 (HTML Version on secdatabase.com) FILER BLUE RIDGE BANKSHARES, INC. Mailing Address Business Address 17 WEST MAIN STREET 17 WEST MAIN STREET CIK:842717| IRS No.: 541470908 | State of Incorp.:VA | Fiscal Year End: 1231 LURAY VA 22835 LURAY VA 22835 Type: S-4/A | Act: 33 | File No.: 333-249438 | Film No.: 201378263 540-843-5207 SIC: 6022 State commercial banks Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Table of Contents As filed with the Securities and Exchange Commission on December 9, 2020 Registration No. 333-249438 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 PRE-EFFECTIVE AMENDMENT NO. 1 TO FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BLUE RIDGE BANKSHARES, INC. (Exact name of registrant as specified in its charter) Virginia 6021 54-1470908 (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer Incorporation or organization) Classification Code Number) Identification Number) 1807 Seminole Trail Charlottesville, Virginia 22901 Telephone: (540) 743-6521 (Address, including zip code, and telephone number, including area code, of registrants principal executive offices) Brian K. Plum President and Chief Executive Officer 17 West Main Street Luray, Virginia 22835 Telephone: (540) 743-6521 (Name, address, including
    [Show full text]
  • BROOKINGS BLUM ROUNDTABLE POLICY BRIEFS Contents
    OLD PROBLEMS, NEW SOLUTIONS: HARNESSING TECHNOLOGY AND INNOVATION IN THE FIGHT AGAINST GLOBAL POVERTY THE 2012 BROOKINGS BLUM ROUNDTABLE POLICY BRIEFS Contents Introduction ...................................................................................................................................................................3 The Innovation Revolution and Its Implications for Development.................................................................................5 Laurence Chandy and Homi Kharas New Frontiers: Launching Digital Financial Services in Rural Areas ......................................................................... 12 Cameron Peake Harnessing Connection Technologies for Development ............................................................................................ 19 Anne-Marie Slaughter and Eleanor Meegoda Innovation and Technology for Green Growth ........................................................................................................... 31 Nathan E. Hultman, Katherine Sierra and Allison Shapiro The Importance of Business Models ......................................................................................................................... 41 Mike Kubzansky It’s What You Make, Not How You Make It: Why Africa Needs a Strategy for Structural Change ............................. 49 John Page Delivering U.S. Leadership: Roles for the Public Sector ........................................................................................... 56 Molly Kinder Acknowledgments The
    [Show full text]
  • The Emergence of China: New Frontiers in Outbound M&A
    The emergence of China: New frontiers in outbound M&A November 2009 New frontiers in outbound M&A Introduction 4 Executive summary 6 Methodology 7 China outbound M&A overview 8 China outbound M&A activity into Australia 17 China outbound M&A activity into the US 23 Sector focus Automotive 29 Oil and Gas 34 Financial Services 40 Mining 45 Deloitte Global Chinese Services Group Overview 50 Deloitte contacts 52 The emergence of China: New frontiers in outbound M&A 3 Foreword: New frontiers in outbound M&A China has truly stepped onto the world the China Development Bank recently loaning stage following the turmoil that afflicted the the state-owned China National Petroleum global financial system in the second half Corporation US$30bn in order to swell its of last year. Nowhere is this more prevalent outbound M&A war-chest. than in the Chinese outbound M&A market, where activity remained solid over the first Looking forward, Chinese outbound M&A three quarters of 2009, despite dire market activity looks likely to continue to move conditions. Indeed, outbound deal volumes from strength to strength over 2010, over Q1-Q3 2009 accounted for 10% of driven by a largely-unchanged appetite for overall Chinese M&A activity, as well as close deal-making in China, as well as relatively to one-quarter of M&A investment – in attractive valuations for overseas assets. comparison, foreign acquisitions in 2007 At the same time, Chinese acquirers are comprised just 8.5% over all M&A volumes increasingly examining assets in Europe and 21% of values.
    [Show full text]
  • BLUE RIDGE BANKSHARES, INC. Form S-4 Filed 2019-08-08
    SECURITIES AND EXCHANGE COMMISSION FORM S-4 Registration of securities issued in business combination transactions Filing Date: 2019-08-08 SEC Accession No. 0001193125-19-216988 (HTML Version on secdatabase.com) FILER BLUE RIDGE BANKSHARES, INC. Mailing Address Business Address 17 WEST MAIN STREET 17 WEST MAIN STREET CIK:842717| IRS No.: 541470908 | State of Incorp.:VA | Fiscal Year End: 1231 LURAY VA 22835 LURAY VA 22835 Type: S-4 | Act: 33 | File No.: 333-233148 | Film No.: 191010487 540-843-5207 SIC: 6022 State commercial banks Copyright © 2019 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Table of Contents As filed with the Securities and Exchange Commission on August 8, 2019 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-4 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 BLUE RIDGE BANKSHARES, INC. (Exact name of registrant as specified in its charter) Virginia 6022 54-1470908 (State or other jurisdiction of (Primary Standard Industrial (I.R.S. Employer Incorporation or organization) Classification Code Number) Identification Number) 17 West Main Street Luray, Virginia 22835 Telephone: (540) 743-6521 (Address, including zip code, and telephone number, including area code, of registrants principal executive offices) Brian K. Plum President and Chief Executive Officer 17 West Main Street Luray, Virginia 22835 Telephone: (540) 743-6521 (Name, address, including zip code, and telephone number, including area code, of agent for service) Copies to: Scott H. Richter Brian L. Hager Benjamin A. McCall Lawton B. Way Williams Mullen Hunton Andrews Kurth LLP 200 South 10th Street, Suite 1600 Riverfront Plaza, East Tower Richmond, Virginia 23219 951 East Byrd Street (804) 420-6000 Richmond, Virginia 23219 (804) 788-8200 Approximate date of commencement of proposed sale of the securities to the public: As soon as practicable after this registration statement becomes effective and upon completion of the merger described herein.
    [Show full text]
  • Coral Growth Investments Limited
    CORAL GROWTH INVESTMENTS LIMITED ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS FOR THE PERIOD FROM 1 JANUARY 2009 TO 31 MARCH 2010 CORAL GROWTH INVESTMENTS LIMITED Contents Page Directors 1-2 Management and Administration 3 Investment Portfolio 4 Report of the Investment Manager 5-8 Directors' Report and Statement of Directors' Responsibilities 9-10 Independent Auditor's Report to the Members of Coral Growth Investments Limited 11 Balance Sheet 12 Income Statement 13 Reconciliation of Movement in Shareholders' Funds 14 Cash Flow Statement 15 Notes to the Financial Statements 16-29 CORAL GROWTH INVESTMENTS LIMITED Directors Peter Grant CBE (Chairman) Mr. Grant was Deputy Chairman of London Merchant Securities plc, and is Chairman of Egyptian Direct Investment Fund Limited, The Egypt Investment Company Limited and Coral Growth Investments (Parallel) Limited and is a Director of other companies. He retired as Chairman of Sun Life Corporation PLC in April 1995 and was previously with Lazard Brothers & Co, Limited 1952-88, Vice-Chairman 1983-85 and Deputy Chairman 1985-88. He retired as a Director of BNP UK Holdings Limited in April 2005. He was formerly a member of the council of the Institute of Directors and the Civil Aviation Authority and of the Industrial Development Advisory Board of the Department of Trade and Industry and Chairman of the Finance Committee of the British Red Cross. In 1997 he was named as a commander of the Order of the British Empire. Fahad Al-Rajaan Mr. Al-Rajaan is the Director General of the Public Institution for Social Security in Kuwait. He is also the Chairman of Ahli United Bank-Bahrain, Ahli United Bank (UK), Delta International Bank (Cairo) and Wafra Investment Advisory Group (New York).
    [Show full text]
  • TPG Capital - Wikipedia, the Free Encyclopedia Page 1 of 6
    TPG Capital - Wikipedia, the free encyclopedia Page 1 of 6 TPG Capital From Wikipedia, the free encyclopedia TPG Capital (formerly Texas Pacific Group) is one of the largest private equity TPG Capital investment firms globally, focused on leveraged buyout, growth capital and leveraged recapitalization investments in distressed companies and turnaround situations. TPG also manages investment funds specializing in growth capital, venture capital, public equity, and debt investments. The firm invests in a broad range of industries including consumer/retail, media and telecommunications, industrials, technology, travel/leisure and health care. Type Private The firm was founded in 1992 by David Bonderman, James Coulter and William S. Industry Private equity Price III. Since inception, the firm has raised more than $50 billion of investor Predecessor Texas Pacific Group commitments across more than 18 private equity funds.[1] (s) Founded 1992 TPG is headquartered in Fort Worth, Texas and San Francisco, California.[2] The company has additional offices in Europe, Asia, Australia and North America. Founder(s) David Bonderman James Coulter William S. Price III Contents Headquarters Fort Worth, Texas San Francisco, California, U.S. ◾ 1 Private equity funds Products Leveraged buyouts, Growth capital, ◾ 2 History and notable Investments Venture capital ◾ 2.1 Founding Total assets $48 billion ◾ 2.2 Texas Pacific Group in the late 1990s ◾ 2.3 Texas Pacific Group in the early 2000s Website www.tpg.com ◾ 2.4 TPG and 2006-2007 Buyout Boom (http://www.tpg.com) ◾ 2.5 TPG and the Credit Crisis ◾ 2.6 Post Recession Activity ◾ 3 Newbridge Capital ◾ 4 Recognition ◾ 5 Notable employees ◾ 6 References ◾ 7 External links Private equity funds TPG has historically relied primarily on private equity funds, pools of committed capital from pension funds, insurance companies, endowments, fund of funds, high net worth individuals, sovereign wealth funds, and from other institutional investors.
    [Show full text]
  • Hedge Fund Reading List "The Man Who Does Not Read Good Books Has No Advantage Over the Man Who Can't Read Them." - Mark Twain
    Hedge Fund Reading List "The man who does not read good books has no advantage over the man who can't read them." - Mark Twain Behavioral Finance, Psychology Historical and Biographical Philosophy/”Ideas” Cialdini, Robert Influence: The Psychology of Persuasion Baruch, Bernard Baruch: My Own Story Bevelin, Peter Seeking Wisdom Claxton, Guy Hare Brain, Tortoise Mind Bernstein, Peter Capital Ideas, A History of Wall Street Cameron, Julia The Artist's Way Gilovich & Belsky Why Smart People Make Big Money Mistakes Brooks, John Go-Go Years: Drama & Crashing Finale Csikszentmihalyi, M. Creativity or Flow Gilovich, Thomas How We Know What Isn’t So Byrne, John Chainsaw: Notorious Career of Al Dunlap Frankl, Victor Man’s Search for Meaning Hill, Napoleon Think and Grow Rich Cunningham, L Essays of Warren Buffet Gardner, Howard The Disciplined Mind Hougen, Robert The Inefficient Stock Market Dunbar, Nicholas Inventing Money Gelb, Michael How To Think Like Leonardo DaVinci Mauboussin, M. More Than You Know Ellis & Vertin Classic II: Another Investor’s Anthology Gonzales, Laurence Everyday Survival & Deep Survival Plous, Scott The Psychology and Judgment of Decision Making Fischer, David The Great Wave Haidt, Jonathan Happiness Hypothesis Pring, Martin Investment Psychology Explained Garber, Peter Famous First Bubbles Lewis, Michael Moneyball Rosenzweig, Phil The Halo Effect Giesst, Charles Wall Street: A History Neill, Humphrey The Art of Contrary Thinking Russo, J. Decision Traps: 10 Barriers to Brilliant Decision Making Gordon, John S. The Great
    [Show full text]