Distressed-Asset Hedge Funds Run Into Trouble (The Wall Street Journal) Hedge-fund firms York Capital Management and Southpaw Asset Management are barring...
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December 23 - Hedge Funds, Insider Trading - Comments
Ray Dalio Says He wouldn’t Rule Out China Weaponizing its Massive US Treasury Holdings (CNBC) Hedge fund titan Ray Dalio said he wouldn’t rule out...
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August 16 - Hedge Funds, Insider Trading - Comments
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”...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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,...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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August 21 - News - Comments
