右舷价值杰弗里·史密斯在2002年推出了他的Activist Hedge基金公司以来，杰弗里史密斯正在接受他最高瞩目的目标。基于活动的对冲基金公司。直到最近在市场资本化和较少的目标中专门从事10亿美元的目标，周五寄了一封信对雅虎总裁兼首席执行官Marissa Mayer，敦促400亿美元的市场概要公司的负责人与AOL合并，一次性右舷目标。
“我们认为，雅虎和AOL的组合可以通过大大降低其展示广告业务的成本重叠以及公司开销的协同作用，提供高达10亿美元的协同作用。”The activist, who said Starboard has acquired “a significant” but unspecified stake in Yahoo, also calls on the company to cut costs, end its aggressive acquisition strategy and execute “a tax-efficient monetization” of Yahoo’s non-core assets — Alibaba and Yahoo Japan. Smith states in the letter that Yahoo’s stakes in the two companies are worth $56.62 per share on a pre-tax basis and $40.82 a share on an after-tax basis. Yahoo’s stock closed Friday at $40.66, after rising 4.39 percent.
右舷is concurrently engaged in a high-profile proxy fight with Darden Restaurants.
Smith, who has been one of the most active activist hedge fund managers over the past few years, has total committed capital of roughly $3 billion, according to people familiar with the firm. He recently launched a new fund, the Starboard Partners Fund.亚博赞助欧冠今年早些时候报道，该公司于2014年5月从2002年开始，该公司已达到15.5％的年度回报率。
This is Yahoo’s second encounter with an activist hedge fund firm. In 2011, Daniel Loeb’s Third Point reported a 5.2 percent stake and the following year he and two others joined the board and played a prominent role in ousting the former CEO and bringing in Mayer. They resigned in 2013 and Third Point sold its stake back to Yahoo, generating a 129 percent gain on its original stake, according to reports at the time. Several years ago Smith lost his proxy fight with AOL but posted big gains on the stock.
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在其他右舷新闻中，该公司于周五表示，在监管申请中表示，代理研究和治理公司ISS和玻璃刘易斯＆公司各自建议股东投票给Darden餐厅即将举行的年会的所有12个右舷董事名义。The hedge fund quotes Glass Lewis stating that Starboard “has made a compelling case that election of all of its nominees is warranted” and that the election of all 12 of Starboard’s nominees “is more likely to effect long-term improvements and provide greater board oversight” at Darden. Starboard quotes ISS asserting that the hedge fund has “made a compelling case that a change in control is warranted, have provided a detailed strategic and operating plan to minimize the risk of unintended consequences, and nominated a compelling slate of candidates.”
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Valeant Pharmaceuticals International宣布，旧金山的创始人Jeffrey Ubben估价值Capital被任命为董事会,有效ve October 1. It also stated that ValueAct, which has had a major stake in Valeant since 2006, intends to add to its existing position, which is the fund’s second largest holding already.
瓦朗斯与活动家对冲基金联合起来潘兴广场资本管理为allergan提供敌对的竞标。Earlier this year ValueAct president Mason Morfit resigned from the board of directors of Valeant, where he served since 2007. Over the years, ValueAct played a major role in Valeant’s cost-cutting campaign and its decision to sell its pharmaceuticals pipeline so it could focus on its less volatile branded generics business, enabling it to slash its research and development budget by more than half. In 2008, ValueAct recruited J. Michael Pearson from McKinsey & Co. to serve as chairman and chief executive officer of Valeant.
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在Michael Platt的大声震撼Bluecrest Capital Management.. The London-based firm said it is spinning off its $8.3 billion computer-driven hedge funds into a new firm, Systematica Investments, according to彭博. The firm, which will be led by Leda Braga, BlueCrest’s head of systematic trading, will be responsible for the BlueTrend Fund and BlueTrend 2x Leveraged Fund.
根据Bloomberg的说法，在一个单独的发展中，BlueCrest下定了与绩效有关的原因的四个美国股票基金管理人员。据该报告称，Bluecrest的资产从2013年5月374亿美元的高峰跌至274亿美元。
本月早些时候，Bluetrend资金将其管理费从2％降至1.5％。在与彭博的面试中，布拉加说，Spinoff将使风险更容易。Braga和Platt“在一段时间内谈到了这一点，开启和脱落，不同的原因以及不同的背景下，”她说，虽然她没有提供额外的细节。
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Steven Cohen’sPoint72资产管理的家庭办公室透露它拥有5.1％的阶段店公司，这是一个为其Bealls，Goody的Palais Royal，Peables和Stage Chains而闻名的零售商。根据监管备案，这是一种被动投资。