Today’s Noise – Happy Birthday West Point – Hooah
Hedge funds make retreat from US stocks after big swings hurt returns – retreat – feels more like Custer’s Last Stand right now – difference was Grant was our Presidenthttps://www.ft.com/content/8a603387-49af-4594-8f80-4a0158d78cc4
United States Military Academy Coat of Arms
Legal advisors to activist hedge funds are swamped as more investors launch campaigns – that’s because armchair quarterbacking is a favorite pastime in the U.S.
https://www.businessinsider.com/activist-hedge-fund-advisors-are-busier-than-ever-in-2022-2022-3
Hedge funds significantly outperform broad markets through a bad start to 2022 – now that is not a title you too often anymore
https://www.hedgeweek.com/2022/03/15/312872/hedge-funds-significantly-outperform-broad-markets-through-bad-start-2022
Pritzker critic invests millions in guns and ammunition – awesome – well you go and defend places like the Ukraine with your friggin pitchfork wearing your overalls, I’ll be right behind you, with a gun and some Kevlar
https://news.stlpublicradio.org/government-politics-issues/2022-03-16/republican-activist-ken-griffin-hits-pritzker-on-crime-but-invested-millions-in-guns
Private equity’s insurance innovation needs a risk check – It is far from innovative and depending on the stream of revenues can actually act as a hedge
https://www.risk.net/our-take/7939371/private-equitys-insurance-innovation-needs-a-risk-check
Bitcoin Vs. Gold_ Which Is The Better Inflation Hedge- Bitcoin being what it is right here, right now – that is like asking which is a better safety item floaties or a lifevest
https://www.bankrate.com/investing/bitcoin-or-gold-better-inflation-hedge/
GOP Senate candidate Mehmet Oz says his opponent’s hedge fund cost Pa. taxpayers – go back behind the curtain, far be it from me to be a Bridgewater proponent, but I am positive the gov’t cost taxpayers a heck of a lot more than a HF https://www.inquirer.com/business/oz-mccormick-psers-hedge-bridgewater-dalio-20220315.html
Sell-Everything Market Sends 60_40 Funds on Worst Run Since 2008 – that’s the great thing about portfolio and risk management – correlations always seem to go to 1 just when you need that non-correlated asset – not SPAC arb though
https://www.advisorhub.com/sell-everything-market-sends-60-40-funds-on-worst-run-since-2008/
CalPERS slates $6.6 billion for alternatives – that some serious fees I’m sure, wonder if they have to flog themselves for committing such a sin
https://www.pionline.com/searches-and-hires/calpers-slates-66-billion-alternatives
Rise in private equity allocations looks unstoppable, for now – yeah keep filling up your ‘wine cellar’ with no regard to vintage and you’re going to end up with some vinegar for sure
https://www.privateequitywire.co.uk/2022/03/15/312892/rise-private-equity-allocations-looks-unstoppable-now
Today’s Noise – Happy Birthday West Point – Hooah 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.
Lastly, Kevin graduated from Fairfield University with a B.S. in Biological Sciences. And from Thunderbird School of Global Management with a Masters in International Management.
