David C. Saunders, Founding Managing Director, & Robert Christian, Head of Research, K2 Advisors We think earnings growth trends should provide support for long/short equity strategies in 2015, particularly in terms of specialty managers in areas such as health care, technology and activism. Meanwhile, opportunities in relative value have continued to evolve due in […] Read more »
Energy Activism The Focus Of Vinson & Elkins
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 »
Event Driven Strategy Outlook: Looking Beyond Merger Arb
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 »