Incisive Views from Professionals
From Hedge Fund Insight staff related articles: Activists Post Best Month In Two Years (Mar 2015) Legal Developments in Activist Investing (Sep 2014) A Lone Star Activist – An interview with Jeff Eberwein of Lone Star Value Management (Mar 2014) Read more »
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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 »
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 »
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 »
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 »
By Alex Gavrish, Etalon Investment Research; author of “Wall Street Back To Basics” With activist investors more active than ever, more and more attention is being paid by investors to the investments they make. Publicity often reduces hedge funds maneuverability and ability to trade positions quickly. Fund managers have to work with this restriction […] Read more »
By Alex Gavrish, Etalon Investment Research and author of “Wall Street Back To Basics” Credit Suisse recently released its Annual Hedge Fund Investor Survey. The survey, produced by Credit Suisse’s Capital Services Group, is one of the most comprehensive in the industry, with over 500 respondents – including pension funds, endowments, consultants, family offices […] Read more »
By Stephen Bornstein, Principal of Wall Street Counsel Hedge fund activists are sitting in the catbird seat right now. They had a great 2013, winning 68% of their proxy fights (compared to 43% in 2012), raising more than $7 billion in new capital and targeting 20 companies with market values above $10 billion. There are […] Read more »
From Activist Insight Traditional activists were essentially value investors, but that profile might be changing. For example, Carl Icahn has long championed the interests of shareholders. Yet even many who had watched him for years were surprised by the vehemence of his Wall Street Journal Op-ed after withdrawing from the shareholder vote on Dell’s leveraged […] Read more »