This Activist Investor Should’ve Believed More in His Plan (Bloomberg) Spoke too soon. The last time I wrote about our old friend Richard “Mick”......
(read more)January 9 - Hedge Funds, Insider Trading - Comments
Although Marcato Capital is a relatively new hedge fund, having been established in 2010, it has risen to prominence in the world of activist investment......
(read more)February 16 - Hedge Funds, News - Comments
The $3 trillion hedge fund industry that was once dear to almost every other investor seems to be in shambles as elite investors pull out massive money......
(read more)November 22 - Hedge Funds, News - Comments
Levin Capital Now Owns Over 25% of Fluidigm According to a recent 13D filing with the SEC, John A. Levin‘s Levin Capital Strategies has increased......
(read more)October 17 - Hedge Funds, News - Comments
A recently amended 13D filing with the Securities and Exchange Commission revealed that Richard McGuire‘s Marcato Capital Management has sent......
(read more)October 17 - Hedge Funds, News - Comments
Richard McGuire‘s Marcato Capital Management recently filed an amended Form 13D with the Securities and Exchange Commission, in which it reported......
(read more)October 6 - Hedge Funds, News - Comments
Here’s Why Hedge Fund ValueAct Bought Seagate (CNBC) While most on Wall Street these days are huddling in yield plays, Jeff Ubben seems to be taking......
(read more)September 9 - Hedge Funds - Comments
Richard McGuire‘s Marcato Capital Management recently sent a letter to James Damian, chairman of the Board of Directors of Buffalo Wild Wings......
(read more)August 19 - Hedge Funds, News - Comments
Richard McGuire‘s Marcato Capital Management has revealed its latest investment in a recent filing with the Securities and Exchange Commission......
(read more)July 29 - Hedge Funds, News - Comments
Is it a good time to buy Buffalo Wild Wings Inc (NASDAQ:BWLD) shares? Richard McGuire seems to think so, as his fund Marcato Capital Management disclosed......
(read more)July 26 - Hedge Funds, News - Comments
It is common knowledge that high net-worth individuals have been channeling more capital into activist hedge funds over the past several years. According......
(read more)January 19 - Hedge Fund Analysis, Hedge Funds, News - Comments
The U.S equities markets have seriously pulled back lately, so hedge funds and other investors are stumbling upon a greater number of quality investing......
(read more)September 23 - Hedge Funds, News - Comments
According to a recently filed 13G form with the SEC, Richard McGuire‘s Marcato Capital Management has added another 2.37 million shares to its Avis......
(read more)July 22 - Hedge Funds, News - Comments
In the latest development regarding Richard McGuire‘s Marcato Capital Management and the recent target of its activism, Sothebys (NYSE:BID), the......
(read more)June 11 - Hedge Funds, News - Comments
Spruce Point Management, a firm focused on short-selling the stocks of companies in dire straits has found its next target in the form of NCR Corporation......
(read more)April 23 - News - Comments
Tiger Global Falls 2.9 pct in March, Down 5.3 pct in Q1 (Reuters) Investment firm Tiger Global Management, one of the hedge fund industry’s most......
(read more)April 8 - Hedge Funds - Comments
Richard McGuire’s Marcato Capital has made two important filings with the SEC in recent days, both of which we’ll cover in this article. Firstly,......
(read more)February 23 - Hedge Funds, News - Comments
Portolan Capital Management, managed by George McCabe, recently filed a 13F filing with the U.S. Securities and Exchange Commission, disclosing its equity......
(read more)February 12 - News - Comments
In a new filing with the U.S. Securities and Exchange Commission, Corvex Capital, managed by Keith Meister, has disclosed boosting its activist stake......
(read more)February 10 - Hedge Funds, News - Comments
Nelson Peltz’s Trian Fund Management continues to raise its exposure to Bank of New York Mellon Corp (NYSE:BK), purchasing another 273,000 shares at......
(read more)February 3 - Hedge Funds, News - Comments
Just days after raising their stake in Investors Bancorp, Inc. (NASDAQ:ISBC), Blue Harbour Group has shed just over 2 million of those shares to fall......
(read more)January 15 - News - Comments
Charles Davidson’s Wexford Capital filed a Schedule 13F form with the SEC on Thursday, disclosing its long equity positions as of September 30, 2014......
(read more)November 14 - Hedge Funds, News - Comments
T. Boone Pickens not suprised by lower crude prices (Reuters) Crude oil prices are plunging, but T. Boone Pickens isn’t surprised. The billionaire oilman......
(read more)November 10 - Hedge Funds - Comments
Richard McGuire’s Marcato Capital Management has gone activist on NCR Corporation (NYSE:NCR). According to a Schedule 13D form filed with the SEC today......
(read more)October 21 - Hedge Funds, News - Comments
Parag Vora, the manager of HG Vora Capital Management, thinks Life Time Fitness, Inc. (NYSE:LTM) is a good investment and has initiated a new position......
(read more)September 9 - Hedge Funds, News - Comments
In a newly amended filing with the U.S Securities and Exchnage Commission, Marcato Capital Management, managed by Richard Mcguire, has disclosed a letter......
(read more)September 7 - Hedge Funds, News - Comments
A few days ago, Richard Mcguire’s Marcato Capital Management disclosed – in a filing with the SEC – a 41% increase in its stake in Sothebys......
(read more)August 25 - Hedge Funds, News - Comments
Zug, Switzerland-based Argentiere Capital is an alternative investment management firm, which was founded by Deepak Gulati. Mr. Gulati is a former head......
(read more)July 16 - Hedge Funds, News - Comments
Bernard Selz’s Selz Capital recently disclosed at the SEC its long equity positions as of June 30 2014. The fund declared stock holdings worth more......
(read more)July 14 - Hedge Funds, News - Comments
Our equity market studies have shown that the most popular small-cap picks ($1 billion – $5 billion market cap) amongst hedge funds have historically......
(read more)June 30 - Hedge Fund Analysis, Hedge Funds - Comments
Richard McGuire’s Marcato Capital Management revealed today that it has increased its stake in two of its equity holdings. Lear Corporation (NYSE:LEA......
(read more)June 19 - Hedge Funds, News - Comments
Parag Vora’s Hg Vora Capital Management presented a Form 13F at the U.S. Securities and Exchange Commission a few days ago. In this filing, the fund......
(read more)May 28 - Hedge Funds, News - Comments
Dan Loeb, the manager of Third Point is one of the pioneers in activist investing. Third Point had over $15 billion in Assets Under Management at the......
(read more)May 23 - Hedge Funds, News - Comments
In a new filing with the Securities and Exchange Commission, Richard McGuire‘s Marcato Capital Management disclosed a big activist stake in Life......
(read more)May 23 - Hedge Funds, News - Comments
Richard McGuire of Marcato Capital Management has disclosed, in a filing with the SEC, its presentation on Sotheby’s (NYSE:BID), from the......
(read more)April 23 - Hedge Funds, News - Comments
Tracking insider purchases is very important to our investment strategy (just as much as hedge fund moves). Therefore, in this article, I will look into......
(read more)April 22 - Insider Trading, News - Comments
During the fourth quarter of 2013, Richard McGuire of Marcato Capital Management and Eric Bannasch of Cadian Capital increased their stakes in NCR Corporation......
(read more)March 27 - Hedge Funds, News - Comments
Beating the market can be difficult when picking stocks on your own. One common source of alpha can be focusing on small cap stocks, which tend to outperform......
(read more)March 21 - Hedge Funds, News - Comments
Dan Loeb’s Third Point, has raised its stake in Sothebys (NYSE:BID), as revealed in a new filing with the Security and Exchange Commission. The fund......
(read more)March 14 - Hedge Funds, News - Comments
In 2012, Skytop Capital Management was founded by Dan Sobol and Lisa Hess. The New York-based emerging special situations and distressed fund has $238......
(read more)March 3 - Hedge Funds, News - Comments
In the current round of 13F filings, hedge funds and other institutional investors are disclosing their equity portfolios as held at the end of the last......
(read more)February 14 - Hedge Funds, News - Comments
In the eyes of many traders, hedge funds are viewed as useless, outdated financial tools of a forgotten age. Although there are more than 8,000 hedge......
(read more)August 27 - News - Comments
NCR Corporation (NYSE:NCR) has returned over 44% year-to-date, but it’s worth asking the question: should investors take profits now? In the 21st......
(read more)August 24 - News - Comments
Lear Corporation (NYSE:LEA) hedge funds are standing pat. To many of your peers, hedge funds are seen as bloated, outdated investment tools of a period......
(read more)August 22 - News - Comments
United Rentals, Inc. (NYSE:URI) is a beast. You know it, we know it. Heck, some URI investors knew about the gains before they happened. How are hedge......
(read more)August 21 - News - Comments
