Managers
A specialist focus on listed real estate has enabled Catalyst Alpha Prescient QI Hedge Fund to deliver long-term equity-like returns while maintaining lower volatility than broader equity and property markets, according to a report by CityWire citing the fund’s 20-year track record.
Rokos Capital Management is considering launching an alpha capture programme that would pay external investment managers for stock trading ideas, as the hedge fund industry increasingly turns to outside sources of market intelligence to enhance investment performance, according to a report by Bloomberg.
Senior executives at Maverick Capital, one of the well-known ‘Tiger Cub’ hedge funds, say the dominant AI-driven equity rally may be shifting into a more complex and potentially volatile stage, even as they remain constructive on the sector’s long-term prospects, according to a report by Fortune.
Investment firms Elliott Investment Management and SVP Global have acquired debt positions in Brazilian petrochemical producer Braskem as the company works to secure creditor backing for a broad financial restructuring, according to a report by Bloomberg.
Speciality chemicals manufacturer Ashland is facing renewed calls to put itself up for sale after activist investor Cruiser Capital Advisors urged the company’s board to begin a formal strategic review, according to a report by Bloomberg.
Activist investor Toms Capital Investment Management has taken a significant stake in Devon Energy, positioning itself as one of the US shale producer’s top shareholders following the company’s recent large-scale merger activity, according to a report by the Financial Times.
Prediction market platforms such as Kalshi are positioning themselves to move beyond retail wagering on sports and politics, with ambitions to attract hedge funds, brokerages and other institutional investors seeking new ways to hedge risk, according to a report by the New York Times.
Man Group has warned that rapidly expanding debt issuance tied to artificial intelligence infrastructure could be creating conditions reminiscent of previous market bubbles, as companies race to finance AI-related growth, according to a report by Bloomberg.