When an activist investor comes knocking on a corporate door, the well-informed CEO should listen early and often but the key to success could come before the activist even invests, says a new report from the business consulting firm Bain & Company. For investors, the report outlines a model for evaluating an activist that could provide insight into the potential to enhance shareholder value.
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
Meson Capital annual partnership letter for the year ended December 31, 2015. Dear Partner, Our net performance for Q4 was 4.9% vs. indices (in order of relevancy for comparison) of: 1.9%... Read More
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The State of New York issued an announcement on Thursday that they will be suing Sprint Nextel Corporation (NYSE:S) for allegedly not paying the proper taxes for its services.... Read More
Up over 5 percent in the first quarter, long / short relative value player Pensato has high win percentage on both sides of market Read More
Anyone who reads bank research on a daily basis likely develops favorites – research analysts that provide tradable insight, interesting angles on issues and mathematical perspective that can shape... Read More
SUI Generis Investment Partners January 2016 letter titled, "Absolutes, Nationality & The Definition Of Insanity." Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in... Read More
Jeffrey Gundlach, chief executive and chief investment officer at Doubleline, has rather strong opinions that are similar in their declarative nature to proclamations of Donald Trump, whom he praised... Read More
