Institutional Investor's Alpha Magazine - July/August 2008 - (Page 1) July/August 2008 Institutional Investor’s Alpha Contents www.alphamagazine.com 24 COVER STORY The Gentleman Activist Alexander Roepers takes big stakes in companies, then nudges management to improve them. His brand of constructive activism may be just the answer for today’s markets. By Jaye Scholl MIKE MCGREGOR 3 5 17 19 20 LETTER FROM THE EDITOR LONGS & SHORTS Icahn online; Fraud insurance; Peloton redux; Skeptic for hire; Shorted out; Brazil rises; Russia roars; Shari’a 101; and more. PENSION CORNER 24 Atlantic crossing: Scouring the globe for overlooked and undervalued stocks. Mr. Big Goes Small Peter Gilbert takes the hedge fund gospel to Lehigh. By Katie Gilbert THE GOOD GUYS Adopt This School! Peter Cohen’s classroom crusade. By Danielle Beurteaux INTERVIEW Man’s Great Hope Uwe Eberle of Man Group is looking to the New World to help fuel the London-based hedge fund giant’s growth. By Imogen Rose-Smith JOSHUA GORCHOV 32 STRATEGIES The New Bankers Hedge funds, once thought of as the lender of last resort, are using their excess cash to compete with credit-strapped banks. By Ann Logue Hidden dragons: Our ranking of Asia’s top brokerage research analysts. 42 36 42 PROFILE Staying Alive How small funds compete with the big boys. By Udayan Gupta RESEARCH CENTER The Best of the East The top brokerage analysts to whom hedge funds turn for help capitalizing on Asia’s long-term growth. By Henry Scott Stokes 47 HENRIK OLUND The Asian Sensations Alpha’s annual ranking of the 25 biggest Asia-based hedge fund firms. By Henry Scott Stokes 53 Illuminated: Helping traders negotiate the mysterious world of dark pools. ALPHA BYTES Into the Light Software and smart routers to navigate dark pools. By Irwin Speizer 53 56 UNHEDGED: COMMENTARY Speculating on Washington By Patrick Welton Cover photo by Mike McGregor for Alpha http://www.alphamagazine.com
Table of Contents Feed for the Digital Edition of Institutional Investor's Alpha Magazine - July/August 2008 Institutional Investor's Alpha Magazine - July/August 2008 Contents Letter from the Editor Longs & Shorts Pension Corner: Mr. Big Goes Small The Good Guys: Adopt This School! Interview: Man's Great Hope Cover Story: The Gentleman Activist Strategies: The New Bankers Profile: Staying Alive Research Center: The Best of the East The Asian Sensations Alpha Bytes: Into the Light Unhedged: Commentary: Speculating on Washington Institutional Investor's Alpha Magazine - July/August 2008 Institutional Investor's Alpha Magazine - July/August 2008 - Institutional Investor's Alpha Magazine - July/August 2008 (Page Cover1) Institutional Investor's Alpha Magazine - July/August 2008 - Institutional Investor's Alpha Magazine - July/August 2008 (Page Cover2) Institutional Investor's Alpha Magazine - July/August 2008 - Contents (Page 1) Institutional Investor's Alpha Magazine - July/August 2008 - Contents (Page 2) Institutional Investor's Alpha Magazine - July/August 2008 - Letter from the Editor (Page 3) Institutional Investor's Alpha Magazine - July/August 2008 - Letter from the Editor (Page 4) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 5) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 6) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 7) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 8) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 9) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 10) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 11) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 12) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 13) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 14) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 15) Institutional Investor's Alpha Magazine - July/August 2008 - Longs & Shorts (Page 16) Institutional Investor's Alpha Magazine - July/August 2008 - Pension Corner: Mr. Big Goes Small (Page 17) Institutional Investor's Alpha Magazine - July/August 2008 - Pension Corner: Mr. Big Goes Small (Page 18) Institutional Investor's Alpha Magazine - July/August 2008 - The Good Guys: Adopt This School! (Page 19) Institutional Investor's Alpha Magazine - July/August 2008 - Interview: Man's Great Hope (Page 20) Institutional Investor's Alpha Magazine - July/August 2008 - Interview: Man's Great Hope (Page 21) Institutional Investor's Alpha Magazine - July/August 2008 - Interview: Man's Great Hope (Page 22) Institutional Investor's Alpha Magazine - July/August 2008 - Interview: Man's Great Hope (Page 23) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 24) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 25) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 26) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 27) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 28) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 29) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 30) Institutional Investor's Alpha Magazine - July/August 2008 - Cover Story: The Gentleman Activist (Page 31) Institutional Investor's Alpha Magazine - July/August 2008 - Strategies: The New Bankers (Page 32) Institutional Investor's Alpha Magazine - July/August 2008 - Strategies: The New Bankers (Page 33) Institutional Investor's Alpha Magazine - July/August 2008 - Strategies: The New Bankers (Page 34) Institutional Investor's Alpha Magazine - July/August 2008 - Strategies: The New Bankers (Page 35) Institutional Investor's Alpha Magazine - July/August 2008 - Profile: Staying Alive (Page 36) Institutional Investor's Alpha Magazine - July/August 2008 - Profile: Staying Alive (Page 37) Institutional Investor's Alpha Magazine - July/August 2008 - Profile: Staying Alive (Page 38) Institutional Investor's Alpha Magazine - July/August 2008 - Profile: Staying Alive (Page 39) Institutional Investor's Alpha Magazine - July/August 2008 - Profile: Staying Alive (Page 40) Institutional Investor's Alpha Magazine - July/August 2008 - Profile: Staying Alive (Page 41) Institutional Investor's Alpha Magazine - July/August 2008 - Research Center: The Best of the East (Page 42) Institutional Investor's Alpha Magazine - July/August 2008 - Research Center: The Best of the East (Page 43) Institutional Investor's Alpha Magazine - July/August 2008 - Research Center: The Best of the East (Page 44) Institutional Investor's Alpha Magazine - July/August 2008 - Research Center: The Best of the East (Page 45) Institutional Investor's Alpha Magazine - July/August 2008 - Research Center: The Best of the East (Page 46) Institutional Investor's Alpha Magazine - July/August 2008 - The Asian Sensations (Page 47) Institutional Investor's Alpha Magazine - July/August 2008 - The Asian Sensations (Page 48) Institutional Investor's Alpha Magazine - July/August 2008 - The Asian Sensations (Page 49) Institutional Investor's Alpha Magazine - July/August 2008 - The Asian Sensations (Page 50) Institutional Investor's Alpha Magazine - July/August 2008 - The Asian Sensations (Page 51) Institutional Investor's Alpha Magazine - July/August 2008 - The Asian Sensations (Page 52) Institutional Investor's Alpha Magazine - July/August 2008 - Alpha Bytes: Into the Light (Page 53) Institutional Investor's Alpha Magazine - July/August 2008 - Alpha Bytes: Into the Light (Page 54) Institutional Investor's Alpha Magazine - July/August 2008 - Alpha Bytes: Into the Light (Page 55) Institutional Investor's Alpha Magazine - July/August 2008 - Unhedged: Commentary: Speculating on Washington (Page 56) Institutional Investor's Alpha Magazine - July/August 2008 - Unhedged: Commentary: Speculating on Washington (Page Cover3) Institutional Investor's Alpha Magazine - July/August 2008 - Unhedged: Commentary: Speculating on Washington (Page Cover4)
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