Category Archives: Syndicated

Hedge Fund TCI Says Expects Large Charter Communications Share Buybacks

(Reuters) The founder of hedge fund TCI said on Thursday he expected U.S. firm Charter Communications to carry out large share buybacks and could eventually receive a takeover bid from Verizon. “Margins are going to be much higher than consensus […]

More British Hedge Funds Say May Have to Move After Brexit

(Reuters) Over thirty percent of British hedge funds say they are uncertain about remaining in the UK following Britain’s vote to leave the European Union according to an industry survey, a larger proportion than immediately after the referendum. Of 276 […]

Knight Assets Said Raising Fund Charging No Management Fee

(Bloomberg) Knight Assets & Co., a London-based investment firm led by former Deutsche Bank AG and Bank of America Merrill Lynch employees, has raised about $300 million for a new equity-focused fund that will not charge management fees, according to […]

Interest Rates and Value Investing

(Harvest) One way to view value within non-credit fixed income assets is to deconstruct interest rates into their nominal and real components, while also recognizing that investors typically demand a term premium to hold interest rate sensitive bonds. Recent research […]

Hedge Funds Sell Wheat ‘With Reckless Abandon’ as Ags’ Appeal Wanes

(Agrimoney) December has brought a more bearish streak to hedge funds’ thinking on the agricultural commodity complex – including selling hard wheat “with reckless abandon”, a move which could leave them open to losses. Managed money, a proxy for speculators, […]

Wilshire Liquid Alternative Index Gains 0.08% In November

(FinAlternatives) Liquid alternatives were positive in November but still widely underperformed their hedge fund brethren during the month, according to new data from Wilshire Associates. To read this article:

Quant Manager dormouse Gains 1.14% in November, Up 17.43% YTD

(FinAlternatives) Quantitative investment manager dormouse booked its tenth positive month out of the past eleven in November, gaining 1.14% for the period and bucking the losses suffered by many CTAs during the month. To read this article:

eVestment: Hedge Fund Aggregate Gains 0.55% in November Amid High Return Dispersion

(FinAlternatives) Hedge funds turned in a positive 0.55% performance in November, according to the latest edition of eVestment’s Hedge Fund Performance Report, bringing year-to-date performance to +4.46%. To read this article:

This Hedge Fund Has Been Making Some Big Hires Just Before Christmas

(eFinancial) Moore Capital Management has largely been losing senior staff in London this year, particularly former SAC Capital Advisors’ staff …. But in the past few weeks Louis Bacon’s hedge fund has made some major new hires. Most notably, Kevin […]

More British Hedge Funds Say May Have to Move After Brexit

(Reuters) Over thirty percent of British hedge funds say they are uncertain about remaining in the UK following Britain’s vote to leave the European Union according to an industry survey, a larger proportion than immediately after the referendum. Of 276 […]

Ackman Attempts to Entice Hedge Fund Execs to Stay Around

(New York Post) Some of Bill Ackman’s employees will be sporting golden handcuffs soon.Ackman’s Pershing Square fund is now offering pension-like benefits to entice certain high-ranking employees to stay put longer.The benefit vests over 10 years and is forfeited if […]

SoftBank’s $100 Billion Tech Fund Opens HQ in London’s Mayfair

(Bloomberg) SoftBank Group Corp. has decided to place the headquarters of its $100 billion technology private equity group in the hedge fund heartland of London, and has begun hiring investment advisers. The SoftBank Vision Fund has opened offices in West […]