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...Lewis said he did not have “any formal involvement” with Morrisons or MFG....
...leo.lewis@ft.com...
...In its report, Glass Lewis said that the 15 months since Iger returned for a second stint as CEO “have provided management and an incrementally reconstituted board with adequate opportunity to launch a more...
...But perhaps more importantly — given that most L/S funds actually have a clear long bias — its “Hedge Fund VIP” index of the chunkiest long positions has performed strongly....
...The SoftBank chief executive has been exploring a range of opportunities, including a potential investment in OpenAI and advanced discussions to fund the “iPhone of artificial intelligence”....
...Then the true opportunity cost or gain of an actively run balanced fund can be known. What index do I want to beat? Not a positive return one, such as CPI-plus....
...James Lewis, chief investment officer at consultancy Mercer, said there was now less of a mismatch between buyers and sellers, with some UK property funds once again trading at net asset value or, in some...
...Not so minority shareholders, probably irritated that they are not being offered the same opportunity....
...Leo Lewis Yes....
...Sharon White will step down as chair of John Lewis and Waitrose in 2025....
...“Financial institutions like private equity and hedge funds see Japan as a great opportunity, and no doubt that will continue....
...“I wouldn’t call this a bubble,” said Koji Toda, a fund manager at Resona Asset Management. “And there is still no certainty of overcoming deflation.”...
...When l told my wife, she asked if I’d lost the house (which we owned outright). l said, no, even l was not that stupid. She then laughed and said that it ‘doesn’t really matter much then’....
...They would pump in $1.8bn in debt to refinance maturing loans and fund working capital and the growth of new clubs, Equinox said in a press release on Friday....
...In another test, S&P looked at US mutual funds....
...Just $120bn globally was raised from IPOs in 2023, according to S&P data, the lowest in at least a decade. Global figures were flattered by buoyant markets such as the Middle East and China....
...The P/B ratio measures the market value relative to its book value....
...In particular, it presents a high hurdle for active managers to outperform cap weighted benchmarks given the narrow opportunity set of winners tilted towards mega-cap companies....
...The fund also holds Cairn Homes, the Irish housebuilder with a London listing, which trades on a p/e of 8.7 times, compared with US housebuilders such as Lennar, trading at nearly 11 times....
...In addition, the sought-after liquidity in the Japanese market is creating opportunities at the very largest end of the market....
...The Granolas’ share of the Stoxx Europe 600 index has climbed to 25 per cent, approaching the Magnificent Seven’s 28 per cent weighting in the S&P 500....
...For Daniel Blank, the chief executive of start-up Toggle, the crisis presents a business opportunity....
...One fund manager who holds Nippon Steel shares said the deal looked, on the face of it, “terrible” for shareholders, arguing it was another example of Japanese companies failing to act in their own investors...
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