Managers
Impactive Capital’s campaign to overhaul the board at payments and information management company WEX may face delays after regulators flagged potential filing requirements that have yet to be met, according to a recent company disclosure according to Reuters.
Epicenter Capital, the hedge fund launches led by former Coatue trader Rahul Kishore, is pushing the boundaries of AI integration, positioning artificial intelligence not just as a tool, but as a core member of its investment team, according to a report by Bloomberg.
Norwegian Cruise Line is overhauling its board after activist investor Elliott Investment Management built a significant stake and pushed for operational and strategic changes at the business, according to a report by Reuters.
Distressed debt hedge funds, including Strategic Value Partners, are positioning for a potential wave of opportunities in private credit, with several managers describing current conditions as the most compelling setup since the 2008 financial crisis, according to a report by the Financial Times.
Oil traders appear increasingly unmoved by geopolitical signals from Donald Trump, with natural gas hedge fund founder John Arnold suggesting markets are becoming less reactive to his social media commentary, according to a report by the Wall Street Journal.
Wide discounts and a hands-off regulator have left Britain’s investment trust sector exposed. Hedge funds following Saba Capital’s model could make the most of it.
Multi-strategy major Millennium Management is unwinding a significant capital allocation to quantitative manager Engineers Gate, bringing an end to a partnership that has lasted more than three years, according to a report by Bloomberg.
Hong Kong is preparing a significant expansion of its carried interest framework that could materially reduce tax liabilities for hedge funds and other alternative asset managers operating in the jurisdiction, according to a report by the Financial Times.
Anaconda Invest is deliberately ignoring commentary from US President Donald Trump on the Iran conflict, as the energy-focused hedge fund looks to cut through what it sees as excessive market noise, according to a report by Bloomberg.
Short-selling activity has returned to the UK market with renewed intensity, as a growing number of listed companies attract significant bearish bets, according to analysis by White & Case LLP based on filings with the Financial Conduct Authority.
