(Reuters) Hedge fund manager Warren Lichtenstein, well known for successfully pushing companies to perform better, is raising a new fund for the first time in nearly a quarter of a century in order to buy stakes in underperforming companies. Lichtenstein’s […]

(HedgeWeek) Wall Street Horizon, the corporate events surveillance specialist, and MT Newswires have formed a partnership designed to help quantitative investors uncover new sources of alpha. To read this article:

(Reuters) Activist hedge fund Marcato Capital Management LP said on Tuesday that Virtus Investment Partners Inc should fund its $513 million purchase of RidgeWorth Investment with cash to maximize returns.The deal could add more than 50 percent to Virtus’ earnings, […]

(Harvest) It would be beneficial if more companies followed this type of attitude. Ironically, the thing many companies seem to care about the most (its stock price) would likely do much better over the long run if the distraction of […]

(Harvest) We believe now is a good time to ready bond portfolios for reflation: improving growth, wage gains and higher inflation. We see global reflation running further in 2017 and spurring a modest rise in global bond yields. To read […]

(Harvest) Primary influence on the economy is being transferred from the Fed via monetary policy to Congress and the administration via fiscal policy. The positive market reaction to the election is a result of a major policy shift. First, investors […]

(Bloomberg) The hedge fund industry ended 2016 with $3.02 trillion in global assets under management, surpassing the $3 trillion mark for the first time as performance gains offset net withdrawals, according to data released by Hedge Fund Research Inc. on […]

(FINalternatives) Hedge funds were under pressure down during the third week of the new year, according to the latest Weekly Brief from Lyxor . Lyxor’s widely followed Hedge Fund Index fell -0.8% for the week ended January 17, the company […]

(Bloomberg) Curtailing access to the world’s biggest market appears damaging, on the face of it, for the emerging markets relying on exports to catch up to developed nations. An alternative view: it could be just what the doctor ordered. Economic […]

(FINalternatives) John Afriyie, a former analyst for Michael Dell’s investment fund MSD Capital, was arrested on a bench warrant Monday for failing to appear in court to face charges that he made $1.5 million from insider trading related to Apollo […]

(FINalternatives) Castlewood’s flagship Select Opportunity Fund logged a net +13.5% return in 2016, according to performance data seen by FINalternatives, its second consecutive year of double-digit gains. To read this article:

(Bloomberg) There’s a big showdown looming in the U.S. Treasury market. The “fast money,” made up of hedge funds and other speculators, upped its bearish bets like never before this month, based on futures data for five-year notes. At the […]