Hints and tips:
...Sir Christopher Hohn’s activist hedge fund TCI rose 32.7 per cent last year, well ahead of equity markets, helped by bets on stocks such as Alphabet and Moody’s, according to people who have seen the numbers...
Magic Kingdom’s unhappy record on succession means the candidates for its throne face intense investor scrutiny
Shareholders to vote on Wednesday whether to award billionaire activist a board seat
...“Elon is hedging his bets,” said Christopher Tsai, chief investment officer at Tsai Capital, a Tesla investor....
...Tesla investor Christopher Tsai from Tsai Capital said that while he expected competition for electric vehicles would intensify and that Tesla would lose market share, “we also believe the company will increase...
...Few individuals since Christopher Wren in the 17th century or John Nash at the turn of the 19th have left such a personal footprint on the map of London....
Activist hedge fund Trian says current board is too close to long-tenured chief executive
...Last week, Christopher Ailman, outgoing chief investment officer at Calstrs, warned that while “it’s great [private equity funds] make money for our retirees — who are teachers — and for other funds . ....
...Read the full story here Chart of the week Big gains by Sir Christopher Hohn’s TCI, Ken Griffin’s Citadel and Andreas Halvorsen’s Viking helped the world’s 20 best-performing hedge fund managers of all...
...They have been replaced with value investors, including money managers Christopher Davis and Wally Weitz....
Veteran activist investor has increased Trian’s stake in US entertainment group since burying hatchet in February
...Sir Christopher Hohn’s activist hedge fund TCI rose 32.7 per cent, well ahead of equity markets....
...Sir Christopher Hohn’s $60bn activist hedge fund TCI has opened an office in Abu Dhabi, joining a wave of groups betting that the United Arab Emirates will help power the industry’s growth....
...US private equity investor J Christopher Flowers has warned that a dramatic increase in private credit investments by life insurers is creating systemic risk for investors....
...Christopher Cant, an analyst at Autonomous, says that Barclays’ UK personal banking unit has a cost-income ratio of 59 per cent, far in excess of the 44 per cent reported by the comparable division at NatWest...
...Harriet Agnew Pension funds have had the risks that are beaten out of them. Marc FilippinoPlus, break out the popcorn. Disney is taking on the governor of Florida....
...Christopher Grimes To catch everybody up on this, Peltz has as launched an activist attack, and what he’s seeking is a board seat....
...governor Ron DeSantis over the state’s ‘retaliation’ for the company’s stance on ‘Don’t Say Gay’ law, UK regulators have blocked Microsoft’s $75bn acquisition of Activision Blizzard, and the FT’s Harriet Agnew...
From streaming and cord-cutting to finding a successor, the returning chief will confront some familiar issues
...“Investors should be focused on what this means for Warren Buffett going forward,” Cathy Seifert, an analyst with CFRA, told DD’s Eric Platt and the FT’s Harriet Agnew, underscoring the personal effect this...
UK regulator deals blow to Microsoft’s $75bn Activision deal
...The hire, not just from outside the company but outside the consumer goods sector, was an “extraordinary decision”, said Nestlé shareholder Christopher Rossbach, of J Stern & Co....
...Email me: harriet.agnew@ft.com Chart of the week Investors are continuing to shun UK equity funds....
...Christopher Rossbach, managing partner at fund manager J Stern & Co, said: “Companies should make a distinction between what are essential goods like basic foods or infant nutrition, and more discretionary...
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