Managers
Activist hedge funds are gearing up for a resurgence in public campaigns, with legal and banking advisers forecasting a marked increase in shareholder pressure tactics as global M&A momentum returns in the second half of 2025, according to a report by Reuters.
South Africa’s Mazi Asset Management is stepping up efforts to grow its NCIS Qualified Long Short Hedge Fund, a conviction-driven equity strategy that has quietly outperformed over multiple timeframes, according to a report by CityWire.
Hedge funds and other traders are expanding their bearish bets on the US dollar beyond the euro, to other currencies including the Chinese yuan, Australian dollar, and South Korean won, according to the latest data from the Depositary Trust & Clearing Corporation.
MitonOptimal’s Astute Bold model portfolio is targeting equity-beating returns through deliberate hedge fund selection and directional strategies, according to a report by CityWire citing Portfolio Manager Jacques de Kock.
Activist hedge fund Starboard Value has disclosed a 9% stake in online travel company Tripadvisor, asserting that the stock is significantly undervalued and represents a compelling investment opportunity, according to a report by Reuters.
Hedge funds ramped up purchases of US bank stocks at the fastest pace in nearly a decade last week, betting the sector’s historic rally still has room to run, according to a report by Bloomberg citing prime brokerage data from Goldman Sachs.
The US Supreme Court has agreed to hear a pivotal case that could reshape how activist hedge funds challenge corporate governance practices in closed-end funds – with potentially far-reaching consequences for controlling shareholders and fund sponsors, according to a report by Bloomberg.
Hedge fund ASL Strategic Value Fund is calling for a board shakeup at Avadel Pharmaceuticals, accusing the company of mismanaging the rollout of its narcolepsy drug Lumryz and squandering a significant commercial opportunity, according to a report by Reuters.
Lamb Weston has reached a settlement with activist hedge fund Jana Partners, granting the investor significant influence over the frozen potato giant’s board and avoiding a potentially contentious proxy battle, according to a report by Reuters.
Hedge funds offloaded energy stocks at the fastest pace since September 2024 – and the second quickest rate in the past decade – last week, as crude oil prices dropped sharply following easing geopolitical tensions in the Middle East, according to a report by Reuters.
