homepage-rotator-1.jpg

Our Blog: The Podium

A Wolf in Sheep’s Clothing – a Hedge Fund Cloaked within a Traditional Investment Manager

Did you ever wonder who is sitting across the table from you at investor meetings? Would you be surprised to know that hedge fund investors could be sitting right along-side traditional long-only investors? In today’s complex and competitive investment environment where institutional asset managers are increasingly scrutinized for seemingly unoriginal products with excessively high fees and lackluster performance, product managers are looking for unique ways to differentiate themselves, re-craft existing products, and drive additional business. One way to accomplish this is to offer a 130/30 strategy. With this type of product, $100 million worth of equities is initially purchased for a portfolio. Meanwhile, $30 million worth of equities is borrowed from a market maker and sold or “shorted” and the proceeds added to the original $100 million portfolio, thus yielding a $130 million net long and $30 million net short or 130/30 portfolio. The strategy is designed to double up on the best long investments expected to appreciate in price with proceeds from short securities expected to fall in price.

Read More

Hedge Fund, Corporate Access, Targeting, Investor Meetings, Short Sales, Roadshow Planning, Investor Relations

Subscribe to The Podium!

Connect with your Investors

Establish a sincere connection with investors to communicate key messages during your Investor Day. Download our free e-book on effective presentation habits, and learn to deliver ideas with confidence and clarity.

Delivering Effective Presentations

When it's time for a change

Whether planned or sudden, it is crucial to communicate the succession of high-profile positions effectively. Download our three-part e-book and learn the best way to craft a plan for CEO, CFO and Board of Directors transitions.

Download Your Free eBook: Communicating Management Transitions 

Be Proactive, Not Reactive

With our new Proxy GamePlan, we create a year-round, data-driven strategic roadmap for effective shareholder engagement. Implement a best-in-class program rooted in a deep understanding of your company’s proxy practices, shareholder voting trends and peer landscape.

Learn More About Proxy GamePlan

Find Effective IR Counsel

Whether you’re seeking external IR counsel for the first time or evaluating your current provider, you need a firm that understands your strategy, adapts to your culture and tells your story. Download our free guide on how to assess the effectiveness of an investor relations firm.

How to Assess  an IR Firm

Activism Defense

No company is immune to shareholder activism. Sharon Merrill helps boards of directors and executive management teams identify the activist red flags lurking in your shareholder base, assess your governance risks and develop an action plan to prevent, detect and neutralize any threats. Download our free white paper, “Leveraging Institutional Shareholder Relationships to Reduce Activism Risk,” and learn how the best defense against activism is a strong offense.

Download Activist Defense White Paper

Captivate your Audience

Speaking persuasively is critical in today’s competitive business environment. Effective speakers use voice techniques and body language that project authority and credibility. Download our free e-book, “A Guide to Delivering Captivating Presentations,” for insight into good -and bad- presentation habits, and learn how to improve your skills.

Become a Persuasive Speaker 

Perceptions Matter

How do you ensure that investors clearly understand your strategy, growth drivers and market position? The most effective way is through a perception study. By periodically taking the investment community’s pulse you can avoid the knowledge gaps and misperceptions that hurt valuation. Download our free whitepaper, Why Perceptions Matter, to learn more.

Download your free copy of  'Why Perceptions Matter' 

Common Topics:

More topics