Today’s Noise For March 4th, 2022

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Today’s Noise For March 4th, 2022. A look at the daily happenings in the investment world. Moreover, from hedge funds to venture capital and private equity.

Hedge funds off to ‘great start’ in 2022, while large-cap active funds struggle, says BofA – but in the end the ‘alpha’ hunter wins and the passive are eaten and the second rate hunters starve:


https://www.marketwatch.com/story/hedge-funds-off-to-great-start-in-2022-while-large-cap-active-funds-struggle-says-bofa-11646341625

Energy Hedge Fund Eyes $200 Oil on Potential Russia Export Ban – damned if you do, damned if you don’t – kind of like shooting through your own body to kill the guy behind you:


https://www.bloombergquint.com/politics/energy-hedge-fund-eyes-200-oil-on-potential-russia-export-ban

Sell-side reports play important role in building case for activism, study suggests – see that, and here I thought the sell side’s only purpose was pure fodder:

https://www.corporatesecretary.com/articles/appointments/32926/sell-side-reports-play-important-role-building-case-activism-study

SEC chair Gary Gensler is pushing for greater transparency around ESG funds – guess we need a second derivative G for these ESG posers:

https://www.axios.com/sec-chair-gary-gensler-esg-funds-investment-69ba6108-f0d2-4fdf-a391-f4b8875ed66a.html

Today’s Noise For March 4th, 2022. Compiled by KEVIN GAHWYLER

Kevin Gahwyler has over 28 years of experience in the hedge fund industry in various investment and C-Suite roles. Mr. Gahwyler is currently a Managing Director and Head of Business Development at Meteora Capital, LLC. A SPAC specialist that invests in the entire SPAC ecosphere through both closed-end funds as well as a hedge fund.

Prior to joining the firm, Mr. Gahwyler was the COO and Director of Business Development of Measure 8 Ventures Management, LLC. In addition, before Measure 8, he was the President/CFO of Navy Capital Management, LLC. And Chief Operating Officer/Director of Business Development of Twin Securities, Inc. Kevin was also the founder of KenCole Capital. An investment bank boutique specializing in hedge fund structures. And marketing and served in senior marketing roles at both Pequot Capital and Sagamore Hill.

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