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New hedge fund Honest Capital gains 88% with bets on cannabis, others

Message : Required fields BOSTON, Jan 15 (Reuters) - Honest Capital LLC launched last year amid one of the most chaotic times in financial history, but its 88.4% returns far outpaced hedge fund peers and broad market indexes by focusing on smaller, less recognized stocks, according to a letter sent to investors this week. Founder Shawn Badlani launched the San Francisco-based firm in May not long after stocks entered a brief free fall due to the coronavirus pandemic. He took in investor capital after Federal Reserve interventions and economic stimulus programs propped financial markets. Honest Capital fund remains small – under $100 million, a person familiar with the firm said – but 2020 returns, after

Corporate activists return full steam, eye 2021, after pandemic muted activity

Message : Required fields BOSTON (Reuters) - Activist investors have ramped up demands for operational fixes, refreshed boards and sales of lackluster businesses in the last few months of 2020, a rush that will continue into the new year, bankers, investors and others said. Investors like Paul Singer s Elliott Management and William Ackman s Pershing Square Capital Management paused earlier in the year when the coronavirus pandemic first disrupted supply chains, displaced workforces and made it harder to conduct due diligence. But in the last quarter of 2020, activist hedge funds have targeted 41 companies, nearly doubling campaigns from the third quarter, data from investment bank Lazard Ltd show.

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