Month: November 2019

Rise of Protectionism in M&A Deals in USA

We build on our M&A series by drawing attention to changes in US regulatory environment for foreign deals in the Trump presidency. The national security landscape has shifted in recent years, and so has the nature of the investments that pose the greatest potential risk to national security. Recent amendments to the Committee on Foreign Investment in the United States (CFIUS) process now brings significant hurdles to foreign investment in ‘sensitive’ sectors. The Foreign Investment Risk Review Modernization Act of 2018 (FIRRMA) was signed into law after receiving broad bipartisan support in Congress and new regulations are expected. We provide historical context, highlight recent evolution and provide color on consummating such transactions.

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Allocating to Activist and M&A Hedge Funds

ActiveAllocator, is pleased to share with you our latest research piece ” M&A and Activist Hedge Funds”. Given our unique vantage point we see trades, that such firms do. These secretive funds have long been subject of folklore . Preserving confidentiality , we introduce here the ‘anatomy’ of how such deals get played out. In future we also hope to show you 30-40 case studies

PDF here: Activist Hedge Funds

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Event Driven Hedge Funds – Share Buyback

ActiveAllocator is pleased to share with you our latest research piece ” Event Driven Hedge Funds – Share Buyback”. Event Driven hedge funds exploit pricing inefficiency before, during or after corporate events. Episodes of shares buyback or around dividends announcement are a potential source of alpha. We explain the capital redistribution framework and illustrate the mechanism of a tender offer to provide color.

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Event Driven Hedge Funds-Share Buyback1

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Conceptual Approach to Intra-hedgefund Strategies Allocation

ActiveAllocator is pleased to share with you our latest research piece ” Intra hedge fund asset allocation framework”. We explain how one may intelligently choose from +20 hedge fund sub-strategies, sift jargon, and combine in the right amounts to meet specific asset allocation objectives, through correct portfolio construction

Video preview of deck here

 

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Intra- Hedge Fund Asset Allocation Framework

M&A Arbitrage – How to Get it Right

ActiveAllocator allocates to major hedge fund strategies and their sub-types including Merger Arbitrage. Given the wide dispersion in returns in M&A funds we believe that hedging the time period deal risk is integral to both profitable trade as well as helpful for diligence. We present the anatomy of the M&A trade by drawing attention to the ‘Collar’ and reconstructing it from first principles.

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M&A Arbitrage – How to Get it Right1

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Climate Change, Policy and Investments

ActiveAllocator is pleased to share with you our latest research piece – Climate Change. In this comprehensive deck we explain our take on: Climate Change and Government, Global Financial Markets Response, Impact of Climate Change on Developing World, Deforestation, Role of Investment and Finance.

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Climate Change, Policy and Investments

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ActiveAllocator “summarizes” the imminent Aramco IPO

 

ActiveAllocator summarizes the imminent Aramco IPO- soon to become the world’s most valuable company. We touch upon the offering, the firm’s vision, status, synergies between its upstream-downstream business, competitive strengths, risks to investing and general prospects.

Listen in here:

https://vimeo.com/374307403

Disclosure: Inputs sourced from internet searches, offering docs, conversations. Shares are not offered in the USA and some other countries. This is not an offer to sell or a solicitation of any offer to sell any securities.