Managers
Fast-casual chain Portillo’s is facing a proxy fight as Engaged Capital, an activist hedge fund with an 8.6% stake in the business, pushes for significant operational and strategic changes, according to a report by QSR.
EXCLUSIVE | BNP Paribas’ THEAM Quant fund range (a collaboration between BNP Paribas Global Markets and BNP Paribas Asset Management) has launched a dedicated nuclear energy UCITS fund, in an area that the firm sees as a multi-decade investment opportunity driven by growing global electricity demand and energy security concerns.
A growing number of investors, including hedge fund Mount Lucas Management, are increasingly positioning themselves against the US dollar as concerns mount over a cooling US economy and the potential fallout from a trade war, according to a report by the Straits Times.
Nicholas Maounis may have overseen one of the biggest hedge fund blow-ups ever, but nearly two decades after the downfall of Amaranth Advisors, his latest venture, Verition Fund Management, has grown rapidly from just $1bn in 2019 to almost $12bn, according to a report by the Wall Street Journal.
Singapore-based hedge fund Kings Court Capital, which delivered an impressive 33% return last year, is making a big bet on Suzuki Motor Corp, citing the Japanese automaker’s strong India strategy as a shield against global trade risks, according to a report by Bloomberg.
Commodity trading advisors, hedge funds specialising in trend-following strategies, are facing increased competition from major asset managers as BlackRock, Fidelity, and Invesco move into the space with new managed futures ETFs, according to a report by Bloomberg.
Hedge funds have ramped up their bearish positions, selling more stocks than they bought by the largest margin in a year, according to a report Reuters citing data from Goldman Sachs covering the period from 21-27 February.
Sylebra Capital, the Tiger Grandcub hedge fund led by Dan Gibson, has suffered a sharp downturn following an impressive 27.2% gain by April 2024, to finish the year with only a 7.8% gain in its main fund, Sylebra Bell, according to a report by Institutional Investor.
Manager Q&A | Frederic Guibaud (pictured) began his finance career in the late 1990s. Over the years, he has held roles as a banker, real estate analyst, and country head of Switzerland for DPAM. In 2016, he co-founded AlphaBee Invest SA, followed by AlphaBee Asset Management Fund in 2017, where he now serves as director. With 2025 off to a turbulent start, Guibaud shares his take on the market.
Abu Dhabi’s financial hub, Abu Dhabi Global Market, reported a 32% increase in company registrations last year, fuelled by an influx of hedge funds, asset managers, and other investment firms seeking to establish a presence in the Middle East, according to a report by Reuters.
