Spotlight on Merger Arbitrage at Paulson & Co

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By Hedge Fund Insight staff   Introduction – Part One This article is divided into three parts. The first part is the genesis of the article – the new supply of funds engaging in the strategy of merger arbitrage, including one from Paulson & Co. The second part is John Paulson’s writing on the strategy […] Read more »

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 »

America’s Richest Hedge Fund Managers

From Forbes America’s Richest Hedge Fund Managers       Read more »

Tom Sandell Takes The Bermuda Reinsurance Route

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By Hedge Fund Insight staff   Sandell Asset Management Corp. recently sponsored the launch of Sandell Re, a Bermuda based reinsurance company that can invest in the firm’s global event driven investment strategy, which will be managed in a separately managed account with an investment objective substantially similar to Sandell Asset Management’s main hedge funds. […] Read more »

Hedge Fund Sidecars Disrupt Reinsurance Market

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By Brian Schneider and Matthew Noll of Fitch Ratings   The expansion of alternative capital sources within the reinsurance market is likely to contribute to lower returns on equity across the reinsurance sector and sustain the market’s M&A wave, particularly among Bermudan firms, says Fitch Ratings. Alternative sources of capital push the sector’s capitalization levels […] Read more »

King Street Capital Manages The Daddy Of Distressed Funds

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From     King Street Capital manages two of the largest distressed debt funds – the very largest King Street Capital Ltd ($12.5bn AUM) , and King Street Europe ($1.2bn). If one manager from this largest manager list has to be selected on the grounds of performance it would be Hildene Capital Management. Both distressed funds […] Read more »

Goldmans Better Tactical Traders Of Gold Than Paulson

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By Hedge Fund Insight staff There is no doubt that the role of gold for hedge fund managers can be seen in the context of monetary policy, and specifically US monetary policy. Indeed this site has carried a number of gold-related articles in which the phrase “fiat money” has featured strongly. Although Eric Sprott could […] Read more »

UK Tax Plans Snare Big US Hedge Funds – Graphic of the Day

Last week the “Financial Times ” ran a story that the UK tax authorities (HM Revenue & Customs) were looking to tackle the disguising of employment relationships through limited liability partnership structures and the manipulation of profit and loss allocations to achieve tax advantages. The Table Below Shows 15 of the largest 25 hedge fund […] Read more »