Hedge Fund and Insider Trading News: Bodenholm Capital, Elliott Investment Management, Brigade Capital Management, AQR Capital Management, Casdin Capital, Kirby Corporation (KEX), Arista Networks Inc (ANET), and More

The Bodenholm Spin-Off (Hedge Nordic)
Stockholm (HedgeNordic) – At least three spin-offs emerged from the closure of Swedish hedge fund Bodenholm in March of last year. Jakob Nordestedt launched a market-neutral strategy at Nordea Asset Management, Erik Orving and Per Johansson joined forces to launch Boden Capital in late 2020. Mads Thamsborg, the former Partner responsible for the short book at the now-closed Bodenholm, took the majority of the Bodenholm investment team under his wing to re-launch a long/short equity strategy under the umbrella of Nyhavn Capital.

Elliott Calls for Clarity on Healthcare Trust of America’s Potential Sale (Reuters)
(Reuters) -Activist investor Elliott Investment Management on Tuesday asked Healthcare Trust of America for more clarity regarding the real estate investment trust’s process to examine strategic alternatives, including a potential sale. The letter from Elliott comes weeks after the activist investor urged the company to conduct a strategic review, including the solicitation of bids, citing investor frustration at its longstanding underperformance.

AQR Makes a Case for Trend Following as Inflation Fuels Comeback (Bloomberg)
AQR Capital Management is tapping into inflation fears on Wall Street to make its case for a decade-lagging quant strategy that fell flat in the pandemic volatility last year. A new study from the quant firm argues that the trend-following investing style is among the few ways to eke out real returns consistently in the era of consumer-price growth.

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Casdin’s New Private Equity Fund (Institutional Investor)
Another life sciences specialist announces that it will raise money to invest in the private markets. Casdin Capital is the latest life sciences hedge fund firm to launch a new private equity fund.The firm headed by Eli Casdin raised at least $235 million for Casdin Private Growth Equity Fund II, according to a regulatory filing.

Crypto Hedge Fund Corinthian Names ex-Macquarie Equity Research Chief Peter Redhead as COO (Hedge Week)
Corinthian Digital Asset Management, a diversified digital assets offshoot of London-based crypto arbitrage hedge fund Argentium, has named ex-Macquarie and JP Morgan equity research head Peter Redhead as partner and chief operating officer. Redhead joins as Corinthian, which was established by Argentium founder Paul Frost-Smith, prepares to open its debut hedge fund strategy Chiron to external capital in February 2022. Redhead previously spent more than five years at Macquarie Global, most recently as global head of equity research. Earlier, he had been managing director and head of EMEA equity research and head of Asian equity research at JP Morgan.