For A Man Who’s Fund Is Down By Half Over The Last Three Years, Crispin Odey Is Positively Giddy (DealBreaker) When last we heard from Crispin Odey,...
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September 26 - Hedge Funds, Insider Trading - Comments
Och-Ziff Lures Cash With CLOs as Its Hedge Fund Clients Flee (Bloomberg) Och-Ziff Capital Management Group LLC succeeded in pulling in fresh capital for...
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August 2 - Hedge Funds, Insider Trading - Comments
Investing in boring industries rarely gives your portfolio a “shot in the arm” in terms of dramatic capital appreciation but what it can do is provide...
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October 26 - Dividend Stocks, News, Stock Analysis - Comments
Billionaire David Tepper and his New Jersey-based hedge fund Appaloosa Management LP needs no introduction. Ever since its inception in 1993, Appaloosa...
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January 3 - Dividend Stocks, Hedge Funds, News - Comments
CommVault Systems, Inc. (NASDAQ:CVLT) reported its fiscal 2016 first quarter results today, while Ingersoll-Rand PLC (NYSE:IR) reported its second quarter...
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July 28 - Earnings Report, Hedge Funds, News - Comments
Nelson Peltz’s Trian Partners is embroiled in a vicious proxy fight with E. I. du Pont de Nemours and Company (NYSE:DD), which occupies the top spot...
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April 14 - Hedge Funds, News - Comments
As hedge fund managers become billionaires and their funds grow to encompass billions of dollars in capital, they are forced to invest differently to...
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February 24 - Hedge Funds, News - Comments
Nelson Peltz’s Trian Partners has provided updates on two of its key activist positions in recent days, officially launching their proxy fight against...
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February 12 - Hedge Funds, News - Comments
As we continue to analyze major hedge funds’ 13F filings, we came across an interesting portfolio: that of Trian Fund Management. The hedge fund managed...
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August 22 - Hedge Funds, News - Comments
At Insider Monkey we track tons of filings with the Securities and Exchange Commission from some of the best hedge funds. As empirical studies show, mimicking...
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April 21 - Hedge Funds, News - Comments
Nelson Peltz‘ Trian Partners significantly increased its position in Ingersoll-Rand PLC (NYSE:IR). According to a recent 13D filing, the fund...
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April 1 - Hedge Funds, News - Comments
Nelson Peltz and its fund Trian Partners revealed in a filing, that they own 91.49 million shares of The Wendy’s Co (NASDAQ:WEN), which represent...
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January 16 - Hedge Funds, News - Comments
Nelson Peltz‘s hedge fund Trian Partners has revealed initiating a position in a new company Allegion PLC (NYSE:ALLE), a spin-off from Ingersoll...
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December 11 - Hedge Funds, News - Comments
Nelson Peltz‘s Trian Partners has increased its exposure at Ingersoll-Rand PLC (NYSE:IR) to some 18.03 million shares, from around 12.9 million...
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November 18 - Hedge Funds, News - Comments
What’s a smart Koninklijke Philips Electronics NV (ADR) (NYSE:PHG) investor to do? To many of your peers, hedge funds are viewed as useless, outdated...
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September 16 - News - Comments
Should Roper Industries, Inc. (NYSE:ROP) investors track the following data? In the 21st century investor’s toolkit, there are many methods shareholders...
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September 3 - News - Comments
Is Dover Corp (NYSE:DOV) a good investment? Now, according to many of your fellow readers, hedge funds are viewed as delayed, outdated financial tools...
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August 29 - News - Comments
Equipment companies are often extremely cyclical, relying on annual spikes in initiatives such as construction and manufacturing. The firms in this post...
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August 29 - News - Comments
If you were to ask many of your peers, hedge funds are viewed as overrated, outdated financial vehicles of an era lost to time. Although there are In...
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August 26 - News - Comments
In the 21st century investor’s toolkit, there are plenty of gauges shareholders can use to watch the equity markets. Some of the most innovative are...
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August 26 - News - Comments
Is it worth taking profits at Illinois Tool Works Inc. (NYSE:ITW)? To many investors, hedge funds are perceived as overrated, old investment vehicles...
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August 25 - News - Comments
Are hedge funds right about Cummins Inc. (NYSE:CMI)? To the average investor, there are tons of indicators shareholders can use to analyze their holdings...
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August 22 - News - Comments
Studies generally show that stocks bought by insiders outperform the market by a small amount on average (read our analysis of studies on insider trading...
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August 7 - Insider Trading - Comments
Language can have its share of tragedy in human psychology, and in today’s highly politicized environment, that’s getting worse than ever....
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August 1 - News - Comments
Since the market bottom in 2009, Dover Corp (NYSE:DOV) has moved up significantly, from $22.30 per share in March 2009 to around $84.70 per share at the...
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July 30 - News - Comments
This summer has been a scorcher in the western states. Las Vegas and Salt Lake City have set record temperatures in the past month. Even Death Valley...
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July 22 - News - Comments
Contrarian ideas always exist in the market and this is what brings spice to the world of equities. However, sometimes contrarian ideas can bring great...
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July 1 - News - Comments
Last week’s new corporate bond issues totaling nearly $17 billion marked four consecutive weeks below $20 billion. However, just three of the biggest...
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June 27 - News - Comments
Dover Corp (NYSE:DOV) produces a diverse array of products for use in various industrial applications. With an ambitious growth strategy as well as exposure...
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June 21 - News - Comments
On May 23, 2013, Dover Corp (NYSE:DOV) publicized a board approval regarding the spin-off of its consumer goods production into a new publicly traded...
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June 10 - News - Comments
The housing market has been on a gallop, which is why many may believe that the overall construction market is booming. This is not the case as the construction...
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June 7 - News - Comments
Roper Industries, Inc. (NYSE:ROP) was in 19 hedge funds’ portfolio at the end of the first quarter of 2013. ROP has experienced a decrease in hedge...
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June 3 - News - Comments
The investment fund Relational Investors runs a heavy concentration, with 50% of its public-equity portfolio invested in its top four stocks. Ralph Whitworth...
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May 28 - Hedge Funds - Comments
Dover Corp (NYSE:DOV) was in 18 hedge funds’ portfolio at the end of the fourth quarter of 2012. DOV shareholders have witnessed an increase in...
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April 8 - News - Comments
Billionaire Nelson Peltz runs the activist hedge fund Train Partners, a $5 billion hedge fund that is heavily concentrated in a select number of stocks...
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March 22 - Hedge Funds - Comments
John Kozey, senior analyst at Thomson Reuters, listed 28 businesses that could become the favorites of legendary investor Warren Buffett. In previous...
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March 20 - Hedge Funds - Comments
Diamond Foods, Inc. (NASDAQ:DMND) – Shares in Diamond Foods fell more than 11% on Monday morning to an intraday low of $13.12 following the company...
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December 10 - News - Comments
Ingersoll to Spin Off Unit in Peltz Deal (WSJ) Ingersoll-Rand PLC (NYSE:IR) is expected to announce a plan to spin off its security-technology business...
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December 10 - Hedge Funds - Comments
Mueller Industries, Inc. (NYSE:MLI) in an amended 13G filing earlier this week announced plans to repurchase all 10,422,859 of the shares owned by Leucadia...
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September 27 - Hedge Funds - Comments
