From Activist Insight related content: Consultant Verus Negative on Outlook for Event Driven Hedge Funds (Jan 2017) Can Activism Survive A Down Market? (March 2016) John Paulson on the Benefits of Activism (Dec 2010) Read more »
More Hedge Funds Are Going To Become Family Offices
By David Bain of Family Capital Hedge funds aren’t doing well in terms of performance – that will just increase the number of family offices. A recent report by Citibank on the global hedge fund industry found that assets in the sector fell in August this year by $78.4 billion, the biggest fall since October […] Read more »
Tom Sandell: Everything International
By Josh Black, Editor of Activism Monthly Premium For Thomas Sandell, the media interest in his fund’s campaign at FirstGroup was somewhat unexpected. “We were a little bit surprised by the volume of publicity,” admits the Swedish-born, US-based investor. But more disturbing to Sandell was the lack of understanding of his plans from Fleet […] Read more »
The Hedge Fund HOT 100 2014
By Staff Writers of Hedge Fund Insight, led by Simon Kerr Welcome to the second edition of The Hedge Fund Hot 100. As last year the aim is to capture what is emerging and trending and growing in the hedge fund industry. The absolute is interesting, and it is covered elsewhere in […] Read more »
Activism On A Roll
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 »
Apple And The Activists
By Alex Gavrish, Etalon Investment Research and author of “Wall Street Back To Basics” It is clear that even without recent activist involvement by Carl Icahn in Apple, the stock provided an attractive investment opportunity. As of April 23th 2013, the day Apple announced second quarter results (FY 2013), the stock was trading at $406 […] Read more »
Corporate Governance Is More Than A Tool To Today’s Activist Investors
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 »
Icahn’s Apple Campaign Winds Up A Notch On Board Financial Expertise
From Activist Insight Ten weeks have passed since Carl Icahn announced his investment in Apple on Twitter and certainly a lot has happened since. The initial ‘pop’ added $30 to the stock overnight, not the most dramatic movement in Apple’s share price this year, but certainly one of the better upward ones. To date, […] Read more »
Icahn Tops Activist Activity in 3Q
From Activist Insight In this article from “Activism Monthly”, recent trends in shareholder activism are tracked and uncovered after a busy third quarter. Activity rate As anticipated, the number of Schedule 13D filings (i.e.initial disclosures of US activist positions) fell in quarter three, from 33 in each of the first two quarters to 25 […] Read more »