Preparing for and Pre-empting Hedge Fund Activism

May 2006
Investment Dealers' Digest;5/29/2006, Vol. 72 Issue 21, p29
Trade Publication
The article presents information on how to mitigate hedge fund activism. Companies must actively monitor trading and ownership trends because hedge funds have the ability to accumulate large positions quickly. To mitigate hedge fund activism, a proactive, vocal and constant dialogue with investors should be maintained. A high priority for companies is a complete review of optimal financing and liquidity. Regular updates on the company's business plan and operating performance should be given the board.


Related Articles

  • Bank Loan Retail Funds Grow in Popularity. Kellerhals, Richard // High Yield Report;3/29/2010, Vol. 21 Issue 13, p18 

    This article focuses on the growing bank loan retail mutual fund market. Three bank loan retail funds have been launched since the start of 2010. It notes that new mutual funds indicate that managers are aggressively seeking retail clients, which is something new for the market. It also notes...

  • Hedge fund boutique launches retail Ucits bond fund. Yarker, Jon // Fundweb;11/29/2013, p1 

    The article discusses the launch of retail ucits bond funds for retail investors by an investment management firm Hedge fund boutique to allow more investors to buy into this strategy.

  • FABULOUS MUTUAL FUNDS. Pandey, Kritika // Woman's Era;Mar2012, p80 

    The article reports on the benefits of mutual funds for ordinary people in India. The mutual fund sector is open to different investors and offers various products, such as equity funds, debt and balanced funds. It is noted that investing in open-ended debt funds gain added benefits of anytime...

  • Beta Trackers A Threat to Closet Indexers. Hahn, Avital Louria // Investment Dealers' Digest;12/11/2006, Vol. 72 Issue 47, p7 

    The article focuses on the new Goldman index called Absolute Return Tracker (ART) in the U.S. The index will be adjusted monthly based on historic data provided by a third party, which gathers information on hedge funds. ART will charge about one percent for giving investors exposure to hedge...

  • Hedge Fund Investment: Multistrategy vs. Fund of Funds. Frank, Jeremy // Benefits & Compensation Digest;Dec2007, Vol. 44 Issue 12, p22 

    The article focuses on the two options for investors to gain diversified exposure to multiple hedge fund strategies. These strategies are multistrategy funds and hedge fund of funds. It also stresses that the pros and cons of each implementation method are weighed in order to help investors make...

  • Are They Really All That Super? Kelly, Susan // Treasury & Risk Management;Apr2005, Vol. 15 Issue 4, p9 

    The article discusses the importance of hedge funds as an investment option among American investors. Hedge funds have become the superheroes of the investment world, producing outsized returns using a combination of rocket science and leverage. Of course, there's a darker side, as evidenced by...

  • Editorial. Satchell, Stephen E. // Derivatives Use, Trading & Regulation;2004, Vol. 10 Issue 3, p196 

    Presents information on hedge funds from a consultant's perspective. Factors considered by investors in examining the flow of funds.

  • Unbundling common style exposures, time variance and style timing of hedge fund beta. Dupleich, Rodrigo; Giamouridis, Daniel; Mesomeris, Spyros; Noorizadeh, Nima // Journal of Asset Management;Apr2010, Vol. 11 Issue 1, p19 

    This article is concerned with the systematic exposures of equity hedge fund managers. In particular, we seek common systematic exposures of equity hedge funds through rigorous model selection techniques. We study their time variance to determine whether the style characteristics of equity hedge...

  • Hedge fund indices for retail investors: UCITS eligible or not eligible? Lhabitant, Fran�ois-Serge // Derivatives Use, Trading & Regulation;2007, Vol. 12 Issue 4, p275 

    European regulators are now officially focusing on whether hedge fund indices should be eligible assets for UCITS III funds, that is, funds open to retail investors. In this paper, we review hedge fund indices and the various steps of their construction. We show that they suffer from several...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics