PPM Blog

– M&A activity driven by cash-rich corporates and buyout funds — Hedge funds confident of deals closing and often at higher prices than originally announced — Shares in target companies surge as predators gather (Adds comment and detail in paragraphs [...]

C. Howard Wietschner, chief of Goldman Sachs Group Inc.’s GS hedge-fund industry group, is retiring, Bloomberg News reported Wednesday on its website, citing an internal memo. Wietschner, who was named a partner in 2002, has spent 18 years with the [...]

Hedge fund performance in January notched its largest monthly gain in more than a year, but funds fell short of the equity market’s stronger rebound, according to the investment-research company Morningstar Inc. (MORN). Read More

John Thaler’s $2 billion fund increased a few bets in the fourth quarter, adding to several already large positions and suggesting that good times may be around the corner for several companies. Read More

HONG KONG (MarketWatch) — John Paulson’s hedge fund on Tuesday was sued by a Miami-based investor, who said the financial group failed to conduct “proper due diligence” before investing in the Toronto-listed shares of Sino-Forest Corp., which were suspended last [...]

Hedge fund analyst Jonathan Raven sees a liquidity squeeze in China, and thinks the fertilizer, agro- and petro-chemical sectors will be particularly hard hit. Also: Oil’s breakout and reasons to buy Abbott Read More

Trading Dell, Hewlett Packard, and Target before earnings reports is rather dicey. But being proactive and ready for the trade, once earnings are announced, is quite another opportunity. Read More

BOSTON (MarketWatch) — The Securities and Exchange Commission said Friday that it has charged Oregon-based expert-consulting firm Broadband Research Corp. with insider trading in certain technology stocks. The firm’s head, John Kinnucan, has also been charged with one count of [...]

Managed futures funds may have a place in a portfolio, but buyers need sophistication and knowledge — not just an adviser’s sales pitch, writes Chuck Jaffe. Read More

Fairholme Capital Management’s top manager recently sat down for an in-house interview and revealed some of his most bullish positions. Read More