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U.S. activist investors post strong gains as needling companies pays off
BOSTON (Reuters) - Activist investors who are shaking up Corporate America with calls for operational fixes, refreshed boards and even sales of a company are delivering their best returns in six years with double-digit gains for 2019 after big losses in 2018. |
December 24, 2019 |
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Ken Squire, Founder and PM of 13D Activist Fund interviewed by Top Bank Analyst Michael Mayo of Wells Fargo Securities.
Activists can make a difference. The main point of our subject matter expert on activism (Ken Squire of 13D Monitor) is that activist investors can help narrow the valuation gap for undervalued stocks. |
November 13, 2018 |
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13D Activist Fund Posts 19.57% Return for 2016 and a Five-Year Track Record Besting the S&P 500
Highlights the Benefits of Pure, Diversified and Complete Exposure to a Successful Strategy |
January 17, 2017 |
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Ride The Coattails Of Activist Shareholders With This Fund
You don’t have to be Carl Icahn, Bill Ackman or Dan Loeb to invest like an activist shareholder. When crusading investors are demanding corporate change, they buy the stock of a target company. Activists who own more than 5% of the voting class of a company’s stock must file a Schedule 13D form with the Securities and Exchange Commission within 10 days after the purchase. |
July 30, 2014 |
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A Top Advisor Focuses on Safety First
When Chemical Bank asked Louise Gunderson to run its fledgling private-banking division in 1982, she thought she was being demoted. Private banking in the U.S. hadn't yet emerged as a sought-after club for the superrich. |
July 1, 2014 |
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13D Fund: Invest Like Carl Icahn and Other Corporate Raiders
Activist investors such as Carl Icahn and Bill Ackman generate headlines, and big profits, by taking stakes in companies and shaking up management. Individual investors often pile in after them, after the price of the target company has already risen. Is that an effective investment strategy? |
July 1, 2014 |
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Hedge fund trackers shooting the lights out
A pair of funds that track hedge fund filings are turning out to be much better at producing alpha than the real McCoys, but questions remain about how they will do if stocks head south. The $117 million Global X Top Holdings ETF (GURU) and the $74.8 million 13D Activist Fund (DDDAX) were both up more than 23% year-to-date through Aug. 21, crushing the S&P 500's 16% return over the same time period. |
August 23, 2013 |
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HEDGE FUND ALERT
Activist hedge fund managers are projecting continued growth for a mutual fund that shadows their positions. Ken Squire’s 13D Management started this year with $6 million in its 13D Activist Fund and since then has added $8 million to $10 million of assets per month — finishing the first quarter with $32 million. One activist manager predicts the vehicle could reach $100 million by yearend. “He may have a special sauce there,” the source said. Squire’s fund is so named because of its strategy of scouring Schedule 13D filings with the SEC to learn which companies activist managers are targeting. |
April 24, 2013 |
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A Fund That Piggybacks on Corporate Raiders
It's far from a sexy name: The 13D Activist Fund. Until you realize it's built around the machinations of such glamorous and infamous corporate raiders as Carl Icahn and Bill Ackman. |
April 18, 2013 |
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ValueInvestor - Taking A Stand
Activist-investing expert Ken Squire has a front-row seat in monitoring the strategies the best activists employ and their track records in doing so. Now he’s translating that knowledge into an investment strategy of his own. |
January 31, 2013 |
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Barron's - Seasoned Vets Run Rookie Funds by Beverly Goodman | February 4, 2012 |
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NY Post - Activist Wall St. by Kaja Whitehouse | January 3, 2012 |