Key points: * Cevian Capital is an activist investor focused on European companies. * The company revealed a stake in UK-based medical technology producer Smith & Nephew but has since kept a low profile as to its future plans for …
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For hedge funds, federal government contract receivables data remains a largely untapped but highly powerful resource. TenderAlpha’s US Federal Government Forward-Looking Contract Receivables Data Feed, which aggregates data from more than 50 million contracts, offers unique visibility into publicly …
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Key points: * Elliot Investment Management manages almost $70 billion in assets across various strategies; * In June 2024 the activist investor revealed a ~11% position in Southwest Airlines; * Elliot’s criticism focuses on recent operational performance and lack of …
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An investigative report by Data Desk and the Anti-Corruption Data Collective from July 2024 uncovered that public retirement funds in states like Washington, New York, and California have indirectly invested in companies tied to Russia’s energy exports, particularly through …
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Key points: * D.E. Shaw manages over $60 billion in various systematic and discretionary strategies. * The manager recently launched an activist campaign at Air Products and Chemicals, taking aim at the company’s green hydrogen investments. * The firm’s CEO …
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Key points: * The growth of passive investment strategies has resulted in more opportunities for activist investors. * Pfizer reported declining government orders long before activist investor Starboard took a stake in the company. * Combining ownership data with government …
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