Category Archives: Syndicated

JPMorgan Sees Pain for Growth Stocks and Their Hedge Fund Fans

(Bloomberg) It’s not the end of the carried interest loophole, but JPMorgan Chase & Co. believes there’s another way U.S. tax reform could end up hurting hedge funds….”We think the market is underestimating the probability of tax reform passage; the […]

These Are the Main Market Risks Right Now, Renowned Hedge Fund Manager Says

(CNBC) High credit, fierce competition and stretched valuations could be potential market destabilizers, a renowned former hedge fund manager said Thursday. Speaking to CNBC on the sidelines of the Sohn Conference in London, Sir Paul Ruddock, co-founder of Lansdowne Partners, […]

Hedge Fund Hutchin Hill Shuts Down After Three Bad Years

(Reuters) Hedge fund manager Neil Chriss said on Thursday he is closing his $2.2 billion firm Hutchin Hill Capital LP after three years of poor performance. Chriss, whose firm is made up of teams that trade different strategies, wrote to […]

Hedge Fund Manager Who Bet on Botox Turns to Rival

(Bloomberg) Navroze Alphonse bet on Botox before the wrinkle treatment became a blockbuster drug for Allergan Plc. Now, the hedge-fund manager is bullish on a potential competitor. The wager is on Daewoong Pharmaceutical Co. entering the lucrative U.S. market, for […]

This Is What Could Pop the Bitcoin Bubble

(Bloomberg) Bitcoin and bubble have become virtually synonymous in the minds of many skeptics during this year’s breathtaking rally. While the digital currency has defied doomsday prophesies, there’s a number of ways this party could end badly for the swelling […]

Tudor Will Shutter Discretionary Macro Fund in Restructuring

(Bloomberg) Tudor Investment Corp. is closing its Discretionary Macro fund and letting investors shift assets to the main BVI fund as of Jan. 1, according to an investor letter…Jones will also principally manage Tudor’s flagship BVI fund, which will be […]

Activist Hedge Fund TCI Refuses To Withdraw Request To Oust Chairman

(City A.M) The row between the board of the London Stock Exchange (LSE) and activist hedge fund TCI has continued today, as TCI refused to quit a battle that has seen chief exec Xavier Rolet step down with immediate effect. […]

Top Firm Boss Warns Some Staff Face Bonus Cuts

(HITC Business) Don’t be in the bottom half. Bloomberg News reports that Barclays’ top investment banker has told staff he’ll sharpen divisions in bonuses this year, boosting pay for top performers while cutting it for those in the bottom half….. […]

Learning to Love the Bull Market

(Harvest) As 2017 enters its homestretch, we can’t help but marvel at the state of things: the U.S. stock market, the duration of its bull market, the magnitude of its gains, the incessant drumbeat of new all-time highs (over 50 […]

Balancing Conviction and Flexibility in Investing

(Harvest) Conviction is a necessary quality for any investor – lack thereof can lead to an inability to stay the course on a successful contrarian investment. Yet without flexibility investors can easily fall prey to various behavioral biases such as […]

Hedge Fund Assets Hit All-Time High

(Citywire) Despite global investors withdrawing an estimated $2.94 billion from hedge funds in October, net flows into the industry for the year are now $33.26 billion, lifting total industry assets under management (AUM) to another new all-time high.That’s according to […]

Global Investor Confidence down in November by 1.0 point to 97.1

(Hedgeweek)The State Street Investor Confidence Index (ICI) for November 2017 decreased to 97.1, down 1.0 point from October’s revised. To read this article: