Monthly Archives: June 2015
Why A Hedge Fund Manager Is Betting Big On Fannie Mae And Freddie Mac
(Motley Fool) Over the past year and a half, famed activist investor Bill Ackman has built a massive long position in two of the most derided companies in the U.S.: Fannie Mae and Freddie Mac . These two government-sponsored entities […]
Elliot Continues Criticism of Cheil Industries Samsung Deal
(Reuters) U.S. activist hedge fund Elliott continued its public campaign against the proposed $8 billion merger of two Samsung Group companies on Friday, questioning the basis for the projected financial performance of the combined entity. To See this Article: www.reuters.com
Hedge Funds Seek Meeting With Puerto Rico Over Oil Tax Bond Deal
(Bloomberg) A group of hedge funds headed by Fir Tree Partners is seeking a meeting with Puerto Rico Governor Alejandro Garcia Padilla and senior officials at the Government Development Bank for Puerto Rico to discuss the potential sale of $2.9 […]
Four Newly Added HedgeCoVest Models Spark Changes In Portfolios
New York (HedgeCo.Net) Over the last month, there have been four new single-strategy models added to the platform the Maxwell Thacher US Equity Yield model, the Maxwell Thacher Global Opportunity model, the Ashbury Behavioral Long Short model and the Innovative […]
After A Closer Look Its Clear Not All Chinese Stocks Are Rallying
New York (HedgeCo.Net) The Chinese stock market has been all the rage for several months now and with good reason. Over the last year, the Shanghai Composite Index (SSEC) is up almost 150% over the last 12 months. This information […]
Legislation Proposed To End Tax Break For Hedge Funds
New York (HedgeCo.net) – With all the political rhetoric from the Democratic Party, you knew it was coming. On Thursday, Senator Tammy Baldwin, D-Wis. and House Ways and Means Committee ranking member Sander Levin, D-Mich, introduced legislation that would end […]
Daniel Loeb Dumps Alibaba Stake
New York (HedgeCo.net) – In this week’s HedgeCoVest newsletter, we pointed out how two well-known Chinese stocks were not participating in the huge rally in Chinese stocks. The article was entitled Not All Chinese Stocks Are Rallying. The two individual […]
The Balancing Act Investors Are Trying To Pull Off
New York (HedgeCo.Net) As the current bullish phase continues, investors seem to be getting more and more skeptical as far as how much longer it will last. As a result, investors are trying to figure out how to participate in […]
Biotech Long-Only Composite Leads With A YTD Of 28%
New York (HedgeCo.net) – Looking at the composite models and the changes that were made during the week from June 11 through June 18, we saw lots of changes in the top five positions in the models, but there were […]
Manager Profile and Insights: Kathryn Schwartz, Pawleys Capital Management
New York (HedgeCo.Net) – Pawleys Capital Management is a Registered Investment Advisor based in Pawleys Island, South Carolina, just outside Charleston. They currently offer the Pawleys Growth Fund and the Pawleys Dividend Fund. We recently had the opportunity to speak […]
How Important Is Greece In The Hedge Fund Realm
New York (HedgeCo.net) – It seems as if each trading day is being dictated by the latest news out of Greece. Is there a deal or did talks break off again? In the overall scheme of things, yes Greece and […]
Hedge Funds Betting On A Canadian Real Estate Bubble
New York (HedgeCo.net) – The hedge funds that made ridiculous returns by betting on the U.S. housing market implosion in 2007 have now selected their next target. These hedge funds are now betting on a similar implosion in Canada and […]