Value Investing Ewing Morris & Co. 2018 Investor Meeting Transcript

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• Ewing Morris & Co. 2018 Investor Meeting Transcript
• Hedge funds fees and LT performance
• discounted FCFF positive, discounted FCFE negative. What is this?

Ewing Morris & Co. 2018 Investor Meeting Transcript Posted: 05 Jun 2018 07:19 PM PDT submitted by /u/lingben [link] [comments]

Hedge funds fees and LT performance Posted: 05 Jun 2018 11:12 AM PDT I have created a very simple spreadsheet that calculates the long-term impact of Hedge fund fees. can someone have a look and check if there are any mistakes in my calculations. Assumptions HF outperforms the index 4.5% each year AUM fees of 2% at the end of each year High Water mark 20% performance fees with and without hurdle rate of 8% link to the file: https://www.dropbox.com/s/i4b010o8zqpgq3i/fees%20long%20term.xlsx?dl=0 submitted by /u/spyflo [link] [comments]

discounted FCFF positive, discounted FCFE negative. What is this? Posted: 05 Jun 2018 09:30 AM PDT I'm valuating a private firm. The MVE I get from discounting FCFE with Re gives a negative MVE value. The MVE from discounting FCFF with WACC is positive. I thought the measurements were supposed to return almost the same number. can anyone help? submitted by /u/hohohohok [link] [comments]

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