Managers
Portfolio managers at GAM Alternatives have called on Liontrust Asset Management to launch an immediate strategic review, including a potential sale of the business, arguing the company is materially undervalued.
Global hedge funds stepped up their selling of emerging Asian equities last week, marking the heaviest net outflows from the region in nearly a year, according to a report by Bloomberg citing a client note from Goldman Sachs.
Elliott Investment Management has taken a multi-billion dollar position in Synopsys, as the activist investor looks to drive operational and financial improvements at the chip software provider, according to a a report by the Wall Street Journal citing an unnamed source familiar with the matter.
Daniel Loeb’s Third Point suffered a blow in its first major foray into southern Europe after Spanish defence firm Indra abandoned plans to merge with weapons manufacturer EM&E, according to a report by the Financial Times.
Pierre Andurand’s flagship hedge fund, Andurand Commodities Discretionary Enhanced, surged roughly 20% in the first half of March, fuelled by bullish positions on crude oil amid heightened Middle East tensions, according to a report by Bloomberg.
China International Capital Corp and Huatai International have pulled out of a planned share placement with Hong Kong-listed AI chipmaker Black Sesame International Holding, following last week’s regulatory raids on Infini Capital Management, according to a report by Bloomberg.
Singapore-based hedge fund FengHe Fund Management is planning to open a Hong Kong office in the second half of 2026 as part of efforts to broaden the firm’s regional footprint across Asia, according to a report by Reuters.
Elliott Investment Management has established a sizeable stake in Align Technology, the producer of Invisalign teeth-straightening products, according to a report by Bloomberg citing unnamed sources familiar with the matter.
Activist investor Elliott Investment Management has taken a significant position in Japanese shipping group Mitsui OSK Lines (MOL), aiming to drive improvements in shareholder returns and capital efficiency, according to a report by Reuters.
Activist investor Altai Capital Management is stepping up pressure on OraSure Technologies, calling on the diagnostics company to pursue a sale and grant it board representation as part of a strategic review, according to a report by Reuters.
