When Covid-19 hit in March 2020, Milkwood Capital had already transformed Menzies into a pure-play aviation business worth 30% of their portfolio. They’d split off the aviation operations from the newspaper distribution business, positioned it for sale, and even had
When Donald Trump recently called for US companies to abandon quarterly reporting in favour of semi-annual disclosures, he inadvertently reignited one of finance’s most persistent debates. “China has a 50-to-100-year view on management of a company, whereas we run our
PSquared Asset Management, based in Zurich and managing around $750m, takes a targeted approach to credit investing. Rather than chasing scale or passive yields, the firm focuses on event-driven opportunities and mispriced complexities within Europe’s fragmented credit markets to drive
Edge Funds | Singapore-based Vulpes Investment Management launched new investment funds in May, reviving strategies from a hedge fund that peaked at nearly $5bn before the 2008 financial crisis.
Edge Funds | In the high-velocity world of hedge funds, where quarterly performance often determines survival, BlueBalance Capital has built its reputation on an almost heretical principle: waiting. The Vienna-based firm, which manages €400m across two funds, has spent 15
Edge Funds | Whilst multi-strategy giants dominate flows, Luxembourg-based AlphaBee Asset Management has built a profitable niche, selecting curated hedge fund managers through methodical evaluation and deep research – though the spectre of the GFC informs every decision, says Co-Founder
Edge Funds | In an investment landscape increasingly dominated by AI-powered strategies and multi-strategy behemoths, one boutique fund is proving that traditional stock-picking can still deliver meaningful returns – provided you know where to look. Founded in January 2023, Humbucker
Edge Funds | In an industry where scale often dominates, London-based Chepstow Lane Capital, founded by Agata Dornan (pictured), has taken a different approach. The European credit fund, which posted a 13.24% return last year, against the hedge fund average
Edge Funds | In 2013, while emerging markets beta was performing well, Sandglass Capital Co-Founder and CIO, Genna Lozovsky, and his Co-Founder on the business side, Michelle Kelner (pictured), identified what they saw as a greater opportunity – alpha in
Edge Funds | Some strategies aren’t new, but what gives them an edge is how they are applied. Such is the case with Regents Gate Capital, co-founded by Joshua White (pictured), Yi-Sung Yen, and Dane Vrabac. By integrating artificial intelligence
