Category Archives: Syndicated
Lipper: Why Alt Strategies Don’t Work for Long-term Investors
(Citywire) Investment survival and successful investing are often in conflict. This age-old quandary is facing us now. We instinctively know that losing money does not promote successful investing.This thinking is captured in the first two great rules of investing: ‘Don’t […]
Hedge Fund Manager Dan Niles Says He Went Short on Netflix Shares ‘Very, Very Recently
(CNBC) Dan Niles, founding partner at AlphaOne Capital Partners, just started shorting Netflix, he told CNBC on Tuesday.“Netflix was actually one of our best profit generators last year on the short side. A lot of this is timing … we […]
Hedge Fund Can’t Support CEO of Victoria’s Secret Parent Suggests Splitting Roles
(New York Post) Les Wexner, the man behind the Victoria’s Secret Angels, is holding the beleaguered bra-maker back. That was the message of a seven-page letter to Victoria’s Secret parent company L Brands Tuesday by hedge fund Barington Capital. To […]
Tikehau Capital Doubles AUM in Two Years, Expands to New York
(Opalesque) Paris-based Tikehau Capital reported total AUM of over $22bn as of Dec. 31, 2018 – more than doubling its AUM within two years. The alternative asset manager focuses on private debt, real estate, private equity and liquid strategies.Tikehau, had […]
When Markets Turn Choppy, These Stocks Will Be the First Ones Hedge Funds Bail On
(CNBC) When hedge funds race for the door, don’t get left holding the bag.This is the advice from Jefferies’ equity strategist Steven DeSanctis, who warned investors of the darling stocks the most active funds own. As those high-turnover hedge funds […]
Fast-growing liquid alts asset class still needs to prove its worth, says Morningstar study
(Hedgeweek) Morningstar has released a new report, Cross-Border Liquid Alternative Fund Landscape 2019, showing how the landscape for this fast-growing asset class has developed and transformed in the past decade, and what challenges lay ahead for investors and fund selectors […]
Hedge Funds disagree on the EM rally, says Lyxor
(Hedgeweek) Emerging markets (EM) L/S Equity strategies remain cautious regarding the sustainability of the rally in EM assets, according to the latest Weekly Brief from Lyxor’s Cross Asset Research team. To read this article:
Man Group sees net inflows of $10.8bn in 2018
(Hedgeweek) Man Group has announced net inflows of USD10.8 billion for the financial year ended 31 December, down from the USD12.8 billion seen in 2017. To read this article:
Einhorn’s Hedge Fund Focuses on Fewer, Higher-conviction Names
(Seeking Alpha) David Einhorn is narrowing his hedge fund’s focus on fewer names that he has more confidence in, after turning in its worst performance ever last year. “We entered 2019 with a portfolio consisting of fewer names than it […]
Democrats in the Home of Hedge Funds Are Divided over Tax Plans Sparing Rich
(Bloomberg) In the hedge fund capital of the U.S., Connecticut’s Democratic Governor Ned Lamont is facing criticism from his own party’s ascendant left-wing for tax plans they say favor the rich over the poor.Lamont’s $41.3 billion budget proposal extends the […]
or PG&E Board Candidate, ‘Job One Is to Restore the Public Trust’
(New York Times) Phil Angelides may not appear to be the kind of person who would seek a seat on the board of Pacific Gas & Electric. Mr. Angelides is an influential public figure who was the Democratic nominee for […]
eVestment Private Markets Group Partners with Preqin
(Opalesque) eVestment, a global leader in institutional investment data and analytics, today announced a data partnership with Preqin, the foremost provider of alternative assets insight and intelligence. The partnership will give eVestment clients access to Preqin’s industry-leading private capital performance […]