Hints and tips:
...Under Gorman and Saperstein, it’s benefited from a combination of a bull market and a cleverly executed roll-up strategy....
...Citadel operates what’s known as a multi-manager model — there are hundreds of separate teams of traders and analysts who put on bets in different strategies....
...Share your ideas with us at imani.moise@ft.com and sid.v@ft.com. Happy reading!...
...Brookfield Asset Management is weighing a spin-off of its asset management business into a separate public company, a move that would mark a dramatic shift in strategy by one of the world’s largest alternative...
...Most are at least partially state-owned, but others, including the Hungarian subsidiary of Robert Bosch LLC, are not....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...To drive growth, private equity shops are using so-called buy and build strategies — buy a string of small companies within the same sector, bundle them and then exit through a listing or sale....
...(v) Restructuring continues. Of course it does. But what about that Tesla, eh?...
...Within two years, Mr Denner had ousted Ariad’s chief executive, Harvey Berger, and won two board seats, including one for himself....
...Businesses also need an active and sustained industrial strategy. That strategy launched in the last parliament continues in this one....
...“Companies focus a lot on the management of their assets. People need to be seen as an asset in the same way....
...Strategy: A History, by Lawrence Freedman, OUP USA, RRP£25/$34.95 The word “strategy” is much used and abused by businessmen, politicians and military men....
...TCI’s strategy of late has been to buy into companies it considers to have been heavily discounted because of concerns over their governance structures....
...They can’t possibly take all of these bad assets, fill the hole in the balance sheet of these banks and then sell the assets in an open market. So it takes a different resolution strategy....
...Selling off the assets will likely take between two to four years, according to the letter Zwirn sent to investors on Thursday night....
...Best regards, Andrew Lahde, CFA Portfolio Manager Lahde Capital Management, LLC...
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