A study in the Yale Law Journal has found that activist investors often fail to understand their targets and don’t do well in their investing as a result, reports an…
Tag: Activist Investing
How Bill Ackman Finds His Targets
A profile on activist investor Bill Ackman in Chief Investment Officer focuses on how he discovers his targets and makes a profit. Among the group of top star activists, Ackman…
Are Hedge Fund Activists Really Just Good Stock Pickers?
A new study found that hedge fund activists like Bill Ackman and Carl Icahn are better at stock picking than at adding long-term value to companies. This according to a…
Tiny Activist Fund Making Big Impact
Ben Axler’s hedge fund firm Spruce Point Capital is making a name for itself as a short seller—as well as some handsome returns—through deep-dive research. This according to a recent…
ValueAct's Jeff Ubben on the State of Activism
In a recent interview with CNBC, ValueAct Capital co-founder and CEO Jeffrey Ubben talked about the state of activism investing and shares some general market insights. Here are some highlights…
How Elliott Management Always Gets its Way
Paul Singer’s Elliott Management is the world’s biggest, most successful activist hedge fund, according to a recent Fortune article that reveals what it calls the “sophisticated—and often controversial—tactics” that have…
Hedge Fund Manager Calls Have Less Pull
A recent Bloomberg article takes a look at the influence on share prices caused by the comments of hedge fund “stars” at the industry’s three biggest annual events: Robin Hood,…
Activist Dan Loeb is Sweet on Nestle
In a letter released to investors last month, Dan Loeb’s hedge fund Third Point announced that it owns approximately 40 million shares in Switzerland-based Nestle SA, according to a recentBloomberg…
The Short Side of Activist Investing
A recent Bloomberg Gadfly piece observes that “investors who make bearish bets on stocks and then lay out their case publicly” have delivered a “performance as a whole [that] is…
Ackman's Argues the Ill Effect of Index Funds on the Market
Barron’s reports on Pershing Square Capital manager Bill Ackman’s latest letter to shareholders, in which he sharply criticizes index funds. Ackman suggests that index funds are making the U.S like…