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 »

A Great Time To Buy Volatility

By Jerry Haworth, CIO and co-Founder of 36 South Capital Advisors LLP   [In this article the terms “volatility” and “options” are used interchangeably for the purpose of simplicity. Options are really a member of a family of volatility assets] Everybody loves options, the generic kind. We love to be able to look back and […] Read more »

Rosen’s Strategy Defies The Inevitable-Life-Cycle Story

By Simon Kerr, Publisher of Hedge Fund Insight Brand new instruments have massively changed markets – one thinks of Credit Default Swaps and corporate bonds, or MBS and the housing market. It is less common that a new iteration of an instrument makes a big difference to participants. But that is what has happened to […] Read more »