Monthly Archives: May 2016

(Harvest) How does a fund earn over $500 million in management fees yet lose over $1 billion for investors since inception? No, sorry. It’s not a hedge fund. It’s a mutual fund: the Marketfield Fund, arguably the poster child for […]

(Agrimoney.com) Rapid hedge fund buying leaves the soy complex vulnerable to Tuesday’s market report, with plenty of room for a sell-off, analysts said. Hedge funds ramped up their long position to the highest level in over two years last week. […]

(Reuters) Billionaire investor William Ackman’s Pershing Square Capital Management on Monday set out to sell $800 million in shares of Zoetis Inc (ZTS.N), the New York Times reported, citing people familiar with the matter. Ackman set out to sell 16.85 […]

(Bloomberg) For gold bulls, it looks like the good times of five years ago all over again, at least in one respect. Money managers boosted their net long positions to the highest since 2011, when gold prices surged to a […]

(Bloomberg) For hedge funds investing in Philippines shares, Rodrigo Duterte’s landslide victory in the country’s presidential election may represent a buying opportunity. While the controversial mayor of Davao City has won votes with his tough talk on fighting crime, he […]

(Reuters) Activist investor TCI has upped the pressure on loss-making German carmaker Volkswagen (VW), demanding it overhaul its “excessive” executive pay scheme as part of a plan to boost profits and end years of “mismanagement.” Beset by a diesel emissions […]

(Yahoo Finance) There’s going to be a “washout in hedge funds.” There’s a “lack of talent.” And those fees that they charge are “unbelievable”! All of these statements are fair for the most part.That said, it’s really not fair to […]

(Bloomberg) Donald Trump said “hedge fund guys are getting away with murder” when he called for ending a lucrative tax advantage for investment managers, but his published tax plan would give them an even bigger break. Trump, the presumptive Republican […]

(Forbes) Today we want to talk about another speaker at Sohn, Jeff Smith, of the $4 billion activist hedge fund Starboard Value. Smith is a Wharton grad and a former managing director at Ramius, a multi-billion hedge fund. You might […]

(Harvest) The due diligence of hedge funds is often first rate, but the due diligence on manager skill is still mainly focused on only three factors, past performance, pedigree, and references. Given the tight performance across managers, the wide range […]

(New York Post) Herbalife shares jumped as much as 15 percent in after-hours trading Thursday after the nutrition company reported that a two-year investigation by Washington regulators into claims that it was a pyramid scheme could be settled soon for […]