Altin Rewarded For Big Position In Two Sigma Compass

By Hedge Fund Insight staff   The portfolio of ALTIN AG , the Swiss alternative investment company listed on the London and Swiss stock exchanges, is well diversified as it contains 40 hedge funds. That degree of diversification is unnecessary from the academic perspective, but does minimise blow-up risk.  There are, however, a number of […] Read more »

Energy Activism The Focus Of Vinson & Elkins

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From Activist Insight An Interview With Kai Liekefett and Stephen Gill of Vinson & Elkins   Have you noticed an upsurge in activism in the energy industry recently? Kai Liekefett: Up until 2012, activists weren’t really focused on this sector. But in the last three years, there were more than 30 reported activism campaigns in […] Read more »

Jana Partners Uses Options To Manage Exposure To PetSmart

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 »

The Activist Top Ten

From Activist Insight   In The Activist Investing Annual Review 2014, Activist Insight looked at which activists created the biggest splash in 2013. Using its unique database, the company gave each of these well-known activists a ranking for categories such as the number of new investments in 2013, the average size of these investments, and […] 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 »