Hedge Fund and Insider Trading News: Ray Dalio, Warren Buffett, Odey Asset Management, Global Payments Inc (GPN), Colfax Corp (CFX), and More

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For Buffett, Berkshire, Beating BlackRock ESG May be as Hard as Beating S&P 500 (CNBC)
Berkshire Hathaway is one of the best-run public companies of the 20th century, with the financial performance to prove it. But as the 21st century brings a new generation of investors shifting from pure shareholder capitalism to the stakeholder capitalism aligned with environmental, social and governance mandates, is Warren Buffett’s company positioned to be an ESG leader or laggard? The answer isn’t so simple.

Billionaire Hedge Fund Manager Ray Dalio Still Concerned Government Could Outlaw Cryptocurrency (Bitcoin.com)
Bridgewater Associates founder Ray Dalio is still concerned that governments may outlaw cryptocurrency. Dalio now serves as the firm’s chairman and co-chief investment officer. Bridgewater Associates’ clients include endowments, governments, foundations, pensions, and sovereign wealth funds. Dalio voiced his concern in an interview with CNBC last week, stating that there is “a reasonable chance” that cryptocurrencies, including bitcoin, could eventually be outlawed by the federal government.

AMC Share Price Outlook: Three Hedge Funds Take On Retail Traders Ahead of Earnings (Investing Cube)
AMC share price looks set for a slightly lower open this Monday, ahead of the release of its earnings report after market hours. AMC Entertainment Holdings, a WallStreetbets darling stock, continues to feature in the battle between retail traders and institutional trading firms. The latest battle now looks set to occur after Financial Times reported that Odey Asset Management, a London hedge fund, had taken a short position on the stock. This brings to at least three, the number of hedge funds known to have taken contrarian positions to Wallstreetbets’ retail traders. Apart from Iceberg Research in July, the third hedge fund to have shorted AMC is James Hanbury, which says that the positioning of retail investors had created significant distortions that provided a compelling short opportunity.

First on Nordnet’s Danish Market (Hedge Nordic)
Stockholm (HedgeNordic) – Themes-focused Atlas Global Macro, co-founded by Danish entrepreneur, author and investor Lars Tvede, will be the first hedge fund available on Nordnet’s Danish market. Pan-Nordic digital savings and investments platform Nordnet has entered into a new collaboration with Tvede’s hedge fund to make Atlas Global Macro available on the Nordnet investment platform for wealthy private investors from September.

NorthRock Launches Top Emerging Hedge Fund Manager Platform (Opalesque)
NorthRock Funds, an emerging manager fund platform based in London with offices in the U.S., has launched an alternative funds platform. The platform’s open architecture is built on four key pillars: strategic partnership, performance, liquidity, and risk management. It identifies, selects, and partners with high-potential asset managers. Each fund on the platform reflects a carefully selected investment strategy. In a segregated fund supervised by NorthRock, a mandate is given to a partner asset manager to implement their strategy in line with specific investment guidelines and risk management policies. Investors benefit from a high level of flexibility, transparency, and control, enabling them to make their own investment choices, using any combination of funds.

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