Category Archives: Syndicated
You Want Hedge Funds Who Have Skin in the Game
(Valuewalk) A number of studies have noted over the years that companies with the highest insider ownership, tend to outperform peers. The logic behind this conclusion is easy to understand. Managers who own a significant chunk of shares are unlikely […]
A Kansas Investment Firm Spurring Change on Wall Street
(New York Times) Tucked away in a sleepy office park in this Kansas City suburb, a $26 billion investment advisory firm is helping drive Wall Street’s latest wealth boom.Inside, there are no televisions tuned to CNBC and there is hardly […]
Sears Canada’s Business is About to Collapse
(The Business Insider) Sears Canada is preparing to seek court protection against creditors in a move that will likely lead to a liquidation, according to reports by Bloomberg and Reuters.Sears Canada did not immediately respond to a request for comment.The […]
Hedge Fund Crowding Update – Q1 2017
(Seeking Alpha) A typical analysis of hedge fund crowding considers large, popular, and concentrated hedge fund long equity holdings. Such analysis usually assumes that crowding comes from stock-specific bets and that it is a bullish indicator. These assumptions are incorrect […]
Are Hedge Funds Expecting a Permian Bubble?
(Oil Price) Last year’s OPEC deal to cut production managed to lift oil prices and stabilize them around US$50 for most of the first quarter this year. The higher price of oil led to quite the Permania, with a lot […]
Ackman Set to Cash in as Blackstone Eyes Chemical Deal
(New York Post) Bruised hedge fund tycoon Bill Ackman might be finally catching a break on one of his investments. Stephen Schwarzman’s buyout firm Blackstone Group has formed a bidding consortium that could shell out more than $4 billion to […]
One of the Largest Hedge Fund Launches of the Year is Closing its Doors to New Money
(The Business Insider) One of the largest hedge fund launches of the year is closing its doors to new money. Holocene Advisors, a New York-based firm that launched in April, is closing to new capital, including from existing investors, on […]
Why Now Might be the Right Time to Look at Hedge Funds
(CNBC) Forward-thinking investors understand the benefits of rebalancing portfolios ahead of changing market conditions. It is intuitively obvious and yet incredibly difficult. Looking at just the past 20 years, many investors were significantly overweight equities in 1999 and again in […]
Russekoff’s Hedge Fund Smith Cove Hires Ex-Perry Exec Gulati
(Reuters) Hedge fund manager David Russekoff has hired Chetan Gulati, a former colleague from Perry Capital, to beef up the investment team at his newly formed firm Smith Cove Capital.Gulati will work in London, a spokesman for Smith Cove confirmed […]
Rise of Robots: Inside the World’s Fastest Growing Hedge Funds
(Bloomberg) Believe the hype. Quants have never been more popular.After doubling over the past decade, assets run by so-called systematic funds have hit a record $500 billion this year, according to estimates from Barclays Plc. In some ways, their meteoric […]
Uber CEO Travis Kalanick Resigns Under Investor Pressure
(Reuters) Uber Technologies Inc Chief Executive Travis Kalanick, co-founder of one of the most influential technology companies of its generation, resigned on Tuesday under mounting pressure from investors over his leadership.Kalanick’s departure caps a tumultuous period for the world’s largest […]
Hedge Funds Are in Love With Small-Caps Again
(Bloomberg) The violent rotation gripping U.S. equities has chased professional investors back into small-cap stocks. In just two weeks, hedge fund positioning in Russell 2000 Index mini futures went from the most bearish in six years to the most bullish […]