New film shows why activist short sellers keep the market honest

Posted in on - October 3, 2017

By Zach Kouwe, Senior Vice President, Special Situations In 2010, a small group of mostly amateur investors began researching dozens of Chinese public companies traded on North American stock exchanges. Share prices were doubling and tripling over short periods of time, and the sleuths wondered if the boom was too good to be true. What […]

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Why Alternative Fund Managers Are Breaking The Silence

Posted in on - March 14, 2017

Within the private equity and hedge fund community, there remains an impulse to “fly under the radar” to maintain an aura of exclusivity or to keep strategies secret from competitors. But as the industry transforms, executives are realizing that this mantra is outdated and misguided. Over the past several years, institutional investors have demanded greater […]

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Populism is Here to Stay: What Now?

Posted in on - April 25, 2016

Economic populism is on the rise. The surprising popularity of Donald Trump and Bernie Sanders underscores growing and significant resentment towards big business, Washington and Wall Street. This certainly is cause for some concern for Corporate America and many of our agency’s clients—banks, financial services firms, and asset management and wealth managers—who all fall under […]

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Don’t Cry for Argentina, but Try a Little Tenderness for Mexico

Posted in on - February 14, 2014

The tumult sweeping across emerging markets (EM) has recently caused asset managers to seriously reconsider their level of exposure to the space. On Monday, February 10, Institutional Investor published a story arguing the crisis has “sparked an exodus” by investment advisers (RIAs) and family offices from EM. The next day, one of the world’s largest hedge […]

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Ray Dalio on YouTube – A Great PR Move

Posted in , on - October 22, 2013

Ray Dalio, founder of the largest hedge fund in the world, the $150 billion Bridgewater Associates, has decided it’s time to really come out of the shadows and begin sharing his pearls of economic wisdom. Mr. Dalio, who has been called a “hedge fund cult leader” and “the world’s richest and strangest hedge fund,” has […]

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Should Hedge Funds Care About Their Brand?

Posted in on - March 26, 2013

I recently stumbled upon a new survey of what institutional investors look for in their hedge fund managers. The survey, from fund administrator SEI, was particularly interesting because it covered what investors think about a particular firm’s “brand” identity and how that factors into their decision to invest in the fund. Not surprisingly, the results were mixed […]

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Hedge funds could open up after new SEC rule – advertising?

Posted in on - August 31, 2012

Despite news reports earlier this month that the Securities and Exchange Commission was poised to delay important changes to marketing rules for hedge funds and other alternative investment funds, the S.E.C. published proposed rules yesterday that will have a significant impact on how hedge funds speak to the public and market themselves to prospective investors. Both public relations professionals […]

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Should Hedge Fund Managers Speak to the Media?

Posted in on - July 26, 2012

Hedge fund managers are a rare breed.  Not only are they some of the highest paid professionals in the world, but they also tend to be the most secretive and reticent about speaking to the press. I’ve heard all the reasons why managers want to fly below the proverbialradar, including: “lawyers”, “I don’t want to […]

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