HedgeCo Insights

(Bloomberg) Activists, both homegrown and American, are coming after bloated balance sheets and family-controlled firms, and succeeding more often than hitherto in forcing through higher dividends and board changes. To read this article:

(Harvest) Despite some recent challenges, gross domestic product (GDP) growth globally is still accelerating in a coordinated fashion. While the fundamental backdrop looks good to us overall, recent trade tensions, which are part of a protectionist trend, represent one of […]

(Harvest) Jeff Knight recently spoke to a group of financial advisors about the biggest market risks, the possibility of a recession and the risk of agreeing with everyone else. To read this article:

(Harvest) As one boutique money management firm owner confided in me, now that he has seen how tough it is to interest strangers in his firm and convert them into investors, he realizes that he could have talked Jabberwocky to […]

(Bloomberg) Eric Mandelblatt, who co-founded Soroban Capital Partners eight years ago, is closing his oldest fund to focus on a more concentrated portfolio of stocks, cutting assets under management by almost half. To read this article:

(Bloomberg) Deutsche Bank is literally leaving Wall Street, moving its New York headquarters to midtown Manhattan as the German investment bank embarks on a broad shakeup of its U.S. operations… To read this article:

(Bloomberg) A former managing director at Element Capital Management sued the hedge fund, alleging that she received far less pay than her male counterparts and had to handle menial tasks for founder Jeffrey Talpins, including reconciling his decorating bills and […]

(Bloomberg) ChinaRock Capital Management has rewarded investors in its five-year-old venture capital fund with 27 times their initial outlays by scoring huge returns from financing start-ups involved in everything from artificial intelligence to ride sharing. The $37.5 million CRCM Opportunity […]

(Reuters) Billionaire investor Daniel Loeb’s Third Point on Friday urged United Technologies Corp (UTX.N) to move more forcefully in pursuing a breakup into three businesses, arguing this could unlock $20 billion in value.The New York-based hedge fund, which owns a […]

(Reuters) ConAgra Brands Inc (CAG.N), the maker of Hunt’s ketchup and Marie Callender’s microwave dinners, said on Friday it had ended a standstill agreement with Jana Partners LLC, the activist hedge fund pushing for a sale of Pinnacle Foods Inc […]

(Bloomberg) Volta Global, the family office run by former managers of hedge fund firm Everest Capital, has turned to activism in Japan. Miami-based Volta’s first target is a small construction company: it’s asking Asanuma Corp. to spend 10 billion yen […]

(Harvest) Economic growth and moderating political views may allay concerns.It’s been nearly two months since Italians went to the polls, but government formation remains elusive. As negotiations continue, the chances of a repeat election are rising, possibly preceded by a […]