Macquarie Infrastructure Company LLC

  • Multi-Billion Investment Group's Top Picks

    By Meena Krishnamsetty - May 22, 2013 | Tickers: DHR, ICE, MIC, TPX, WMB

    Doug Silverman's Senator Investment Group has filed its 13F with the SEC, disclosing many of its long equity positions as of the end of March. We track these filings for a variety of purposes: we have found that they can be a useful source of information for investing strategies (for example, the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points more »

  • Elite Hedge Fund Focusing on 5 Bullish Stocks You May Have Missed

    By Meena Krishnamsetty - April 5, 2013 | Tickers: DAN, LEA, MIC, WPC

    Managed by Eric Edidin and Josh Lobel, Archer Capital currently has at least $625 million in its equity portfolio, according to its most recent 13F filing with the SEC. This marked an increase from $339 million the prior quarter. Furthermore, the top five stocks in Archer’s equity portfolio currently make up 25% of total holdings, and it’s worth noting that generally speaking, the fund has a penchant for more »

  • Billion Dollar Hedge Fund Bullish on Gas in 2013

    By Meena Krishnamsetty - March 4, 2013 | Tickers: APC, AVP, DMND, MIC, TROX

    Like anything in life, formulating a successful investment strategy requires focus. At Insider Monkey, we've found that historically, by focusing on the best stock picks of the best hedge funds, retail investors have been able to beat the market. Our small-cap strategy beat the market by 18% a year for more than a decade in our back tests, and since we started sharing this strategy with the public, it more »

  • Apple Is Amongst This $3 Billion Fund’s Top Picks

    By Meena Krishnamsetty - January 22, 2013 | Tickers: ACT, ABC, AAPL, CHTR, MIC

    Established in 2008, Senator Investment Group was faced with extreme market conditions in its infancy, but that didn’t stop founders Douglas Silverman and Alexander Klabin from accumulating almost $3bn in assets under management. The two investors worked at York Capital Management prior to opening their fund, honing their skills in value, event-driven, and special situation/distressed investing. We at Insider Monkey recently took a peek at their latest 13F more »

  • Litespeed Management’s Best Stock Picks

    By Meena Krishnamsetty - January 16, 2013 | Tickers: CAG, GSK, MIC, RAH, THRX

    Small-cap stocks don’t get as much attention from most players in the financial world, which often renders them less efficiently priced than larger stocks. As can probably be expected, hedge funds take advantage of this differential, and hence generate a significant portion of their alpha from the small-caps.

    At Insider Monkey, we started publishing a quarterly newsletter at the end of August that follows hedge funds’ top small-cap picks more »

  • 5 Big-Time Bets in This Tiger Cub’s Hedge Fund

    By Meena Krishnamsetty - December 12, 2012 | Tickers: AAPL, GOOG, MIC, RCL

    Manish Chopra founded Tiger Veda Management in 2006 after leaving Tiger Management and Julian Robertson, one of the hedge fund industry's most revered mentors. As you can probably guess, Chopra's history makes him a member of the vaunted "Tiger Cub" community, which consists of a number of high-performing money managers like John Griffin, Stephen Mandel and Lee Ainslie.

    On the whole, Chopra and Tiger Veda oversee a smaller more »

  • A Cool $20 Mil to PPPs

    By Gerelyn Terzo - October 29, 2012 | Tickers: CAT, ITW, MIC

    The U.S. has agreed to direct some $20 million across nearly a dozen states to finance diverse manufacturing projects structured as public-private partnerships (PPPs). The funding places a stamp of approval on PPPs, in which public departments and private businesses come together to finance as well as to share in the risk and rewards of long-term endeavors. PPPs are common in the infrastructure sector, a sector that in the more »

  • Winning Stock Picks From This Top Performing Hedge Fund

    By Meena Krishnamsetty - October 24, 2012 | Tickers: AVP, LYB, MIC, STX, THRX

    By tracking hedge fund holdings, and observing changes in prices of the stocks they own over time, we can approximate hedge fund performance. Recently, we ran the numbers for the third quarter of 2012 and determined which funds we think performed well at the end of September. Now, our calculations can only be made based on the positions disclosed in funds’ 13F filings. These filings report what the fund owned more »