HedgeCo Insights

(CNBC) Two days after Chris Matta earned a prized promotion at storied investment bank Goldman Sachs, he shocked his bosses. He decided to walk away from it all… To read this article:

(Reuters) Xerox Corp said on Sunday it was ending a planned $6.1 billion deal with Fujifilm Holdings Corp (4901.T) and had reached a settlement with activist investors Carl Icahn and Darwin Deason…. To read this article:

(Harvest) Since last September, the yield on the U.S. 10-Year Treasury has steadily increased from 2.05%, eventually surpassing the important psychological level of 3%. While we’ve written recently about the implications of rising rates for fixed income investors , we […]

(Bloomberg) Elliott Management Corp. said it has heard nothing from Athenahealth Inc. or its board after proposing on May 7 to acquire the health technology company for $6.46 billion. “Since that time, we have heard nothing from the company beyond […]

(Harvest) Activist hedge fund strategies brought in among the strongest returns in the hedge fund industry in April, while overall industry returns are being dragged down by some mediocre performances, according to the just-released eVestment April 2018 Hedge Fund Performance […]

(This is Money) Paul Singer and his son Gordon are not household names but mere mention of them is enough to send shockwaves through boardrooms. Their £25 billion hedge fund Elliott Advisors is one of the world’s most tenacious activist […]

(Harvest) We believe macroeconomic developments in the United States and elsewhere could prove a fillip to value investing after several years of underperformance. The combination of suppressed interest rates and low volatility has contributed to an extended period in which […]

(Harvest) A slowdown in industrial activity may indicate global growth has peaked. To read this article:

(Opalesque) Hedge Funds gained 0.49% in April according to the Barclay Hedge Fund Index compiled by BarclayHedge, versus a 0.38% gain in the S&P 500 Total Return Index. Year to date, the Barclay Index remains up 0.30%, while the S&P […]

(Bloomberg) President Donald Trump’s reintroduction of U.S. sanctions on Iran didn’t impress money managers who reduced their bullish oil bets in the week leading up to the announcement. Trump’s May 8 statement that the U.S. will quit the Iran pact […]

(Reuters) Hedge funds and speculators continue to revise their bearish view on the dollar, making historic cuts to their short positions at both ends of the risk spectrum. They have now reduced their short dollar bets against a range of […]

(Alpha-Week) Long bias hedge funds have enjoyed a good 12 months with returns of over 14%, according to data from Preqin. However, this year has been challenging for them with market volatility causing performance to drop to -0.36% and with […]