Mon, Dec 22, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

RWC observes activist hedge funds thrive in the current economic climate

Tuesday, February 26, 2013

Beverly Chandler, Opalesque London: The co-heads of RWC Partners, Maarten Wildschut and Petteri Soininen, report that the current economic backdrop provides a very fertile ground for the team’s constructive activist strategy to create value in listed markets. RWC is responsible for $5.5bn of assets and manages a range of active equity and bond strategies for institutional and intermediary clients. Their announcement comes after news from Hedge Fund Research that $3.8bn flowed into activist funds in 2012, against $1.8bn in 2010.

Commenting on the economic climate, Maarten Wildschut said: "As active owners, we invest in a small number of fundamentally sound European quoted companies, in which we can act as a catalyst for value creating change. The current economic environment has led many companies to be more open to re-assess their group structure and capital allocation. This provides a very good environment for shareholder involvement. Furthermore, the short-term orientation of financial markets can often lead to mis-pricing of the shares of companies that are undergoing change. With an in-depth understanding of companies and their transformational opportunities, active owners are in a good position to generate strong returns."

Regarding active ownership, Petteri Soininen added: "Active ownersh......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Opalesque Exclusive: U.S. legal receivables fund launched in August[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Investing in asset-backed receivables is a strategy that has been an integral part of the alternative investment space within the overall fixed income asset c

  5. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und