(Harvest) My last post on Bitcoin got me some push back and I am glad that it did. I would rather be read, and disagreed with, than not read at all. I have been told that I know very little […]

(Hedgeweek) Hedge funds have finally enjoyed a sustained period of good performance over the past 12 months, going some way to assuage investor concerns. The HFRI North America Index is up 5.54 per cent YTD, and up 8.68 per cent […]

(Valuewalk) As investors withdraw capital to invest directly, funds of funds look to diversify offerings through consolidation activity… To read this article:

(Reuters) Elliott Management Corp, best known as an activist investor, announced its first agreement to buy a public company on Thursday, a $1.6 billion acquisition of network software firm Gigamon Inc (GIMO.N). The deal for Gigamon was struck by Elliott’s […]

(Hedgeweek) Minerva Capital Management, the New York based Asset Manager, has launched a new fund, the Minerva Catalyst Strategies LP Fund. Minerva is a deep value, bottoms-up, long-biased, hands-on activist fund. The founder and CEO Stanford Silverman commented, “Minerva is […]

(New York Post) Nine people, including two portfolio managers, left George Soros’ massive $26 billion investment office this week, The Post has learned. One manager exited to start his own fund with money seeded from Soros, sources told The Post. […]

(Reuters) White Tale, the investment vehicle of hedge fund manager Keith Meister and New York City-based fund 40 North, had increased its Clariant stake to more than 20 percent, Reuters reported on Thursday ahead of the announcement of the tie-up […]

(Bloomberg) The $20 billion chemical merger involving Switzerland’s Clariant AG and Huntsman Corp. is off. Having built a more than 20 percent stake in Clariant, activist group White Tale Holdings (a partnership between Corvex Management LP and 40 North) had […]

(Bloomberg) Accelerating Chinese inflation will derail a global rally in commodities and deepen a rout in the nation’s bonds, according to a top-performing macro fund manager. To read this article:

(FINalternatives) UBS Asset Management has reportedly unveiled a new Luxembourg-domiciled liquid alternative fund that will focus on global impact and sustainability. To read this article:

(FINalternatives) Funds of hedge funds are resorting to consolidation in order to combat a steady decline in assets under management, according to new research from Preqin, as direct investments become more popular among increasingly sophisticated investors sensitive to fees. To […]

(FINalternatives) China will one day come to regret giving additional power to Chinese premier Xi Jinping at its recent party congress, according to famed hedge fund manager and long-time China bear Kyle Bass. To read this article: