Hedge funds and other prominent investors are required to file their quarterly equity positions with the SEC in 13F filings within 45 days after the end of each calendar quarter. We're going to take a look at the first-quarter filing of Havens Advisors, managed by Nancy Havens-Hasty.
Why is this important?
Empirical studies have discovered that investors who follow specific hedge fund activity can outperform the broader indices by more »
Billionaire Tom Sandell launched Sandell Asset Management Corp. in 1998 after starting his career at Bear Stearns. In 2012, his UCITS fund was awarded the accolade of “Best Performing Risk Arbitrage Fund” by The Hedge Fund Journal. His superior risk-adjusted returns have pushed him into Forbes’ list of billionaires, placing him tenth out of the richest people in Sweden. We have analyzed his latest 13F listing, as we’ve found more »
I am a very enthusiastic reader of Ken Fisher’s Portfolio Strategy column. Fisher's investment strategy focuses on knowing information that other market participants do not know, while prioritizing his analysis first with the macro level, then countries and sectors, and then in the end individual stock selection. In his recent blog, he wrote something that caught my attention. Here is an excerpt:
“Last Feb. 27 I purposefully and more »
Veldhoven, Netherlands-based semiconductor manufacturer ASML (NASDAQ: ASML) has extended a formal merger offer to San Diego-based Cymer (NASDAQ: CYMI) and established key details of the deal. The companies have agreed to merge in a cash-and-stock deal that values Cymer at roughly $2.6 billion. The merger offer applies to all shareholders of record as of January 7, 2013. Barring any unforeseen complications or legal challenges, the deal is scheduled to more »