Quotations of the Day from “Activist Investing in Europe” Conference

By Hedge Fund Insight staff   “Activism is a cyclical activity – as returns drop off the capital applied to the strategy  goes down.” – Edward Bramson, Sherborne Investors Management LP   “Non-professional activists are engaging in activist investing. So I think the amount of capital in the strategy in Europe is not going to […] Read more »

Best Practice for Activists Dealing with the CEO

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By Marshall Sonenshine, Chairman and Managing Partner at Sonenshine Partners.   1. Market Forces: Advising the CEO in an Era of Shifting Understandings of Leadership We deal makers represent and counsel CEOs, who are generally unusually talented and demanding people from whom in turn much is demanded. We do this in markets that are often […] Read more »

Visium On Activism

A Q&A With Frank Gallagher and Peter Drippé, Portfolio Managers at Visium Funds     Q1: How important is shareholder activism as a key driver of merger and acquisition (M&A) activity in 2015? We believe that shareholder activism activity will continue to grow in 2015. Recently we have seen more and significantly larger companies targeted […] Read more »

2015 Hedge Fund Industry Outlook from eVestment – Flow Forecasts

From eVestment LLC   eVestment’s 2015 Hedge Fund Industry Outlook predictions of hedge fund trends for the upcoming year include:   Barring a large and unexpected global or financial event, hedge funds are positioned for another year of solid growth as institutional investors seek to gain alternative exposures to traditional equity and fixed income markets. […] Read more »

Analysis of Equity Hedge Sub-Strategies

By Barclays Capital Solutions Group   The Equity Hedge Fund segment is obviously fairly broad and includes a set of disparate strategies. We have taken a close look at these various sub-strategies, which each have their own unique characteristics and appeal to investors. We describe these sub-strategies in this article and attempt to show their […] Read more »

Outlook for Event Driven Strategies from Quaker Funds

By Thomas F. Kirchner, Portfolio Manager, and Paul Hoffmeister, Portfolio Strategist of Quaker Funds, Inc.   The market environment for event driven strategies Credit conditions remain highly favorable for corporations to execute and complete corporate transactions. We expect the current environment, the result of two years of relative macroeconomic calm, to continue during the near-term. […] Read more »

Activist Funds Approach $100bn

From Eurekahedge*   Hedge funds deploying shareholder activism as a key cornerstone of their investment strategy have attracted much attention as of late. This overview takes a quick review of their performance and asset growth over the last couple of years. Graphic 1 and Table 1 show the performance of activist hedge funds relative to […] Read more »