Group 1 - Elliott Management has acquired a significant position in Global Payments, leading to an increase in the company's stock price during extended trading sessions [1][3] - Global Payments is working to regain investor confidence after its $24.2 billion acquisition of Worldpay, which caused its shares to hit a decade-low [2] - Elliott Management, managing $72.7 billion in assets, is known for taking high-profile activist positions in various companies, including BP and Hewlett Packard Enterprise [3] Group 2 - Following the news of Elliott's stake, Global Payments shares rose by 5.66%, reaching $82 in extended trading [3]

Group 1 - The core point of the article is that former Citadel trader Marcheggiano is set to establish a hedge fund valued at $1 billion [1] Group 2 - The hedge fund will focus on investment strategies that leverage Marcheggiano's experience in trading [1] - The establishment of this hedge fund indicates a trend of experienced traders moving to create their own investment vehicles [1] - The $1 billion valuation suggests significant investor confidence in Marcheggiano's capabilities and market insights [1]

Team Composition & Expertise - The team includes a former head of hedge funds at UBS [1] - The team includes a former CMO at Fortune 500 companies [1] - The team includes a former Head of Compliance at US Treasury [1] - The team includes a former Head of Executive Search at Binance [1]

Core Points - Zohran Mamdani unexpectedly won the Democratic primary for New York City mayor, defeating former Governor Andrew Cuomo by a 9-point margin, shocking Wall Street and the Democratic Party [1][2] - Mamdani's campaign focused on increasing affordability for New Yorkers, proposing significant tax increases on high-income earners, rent freezes, and government-operated grocery stores [3][4] Group 1: Election Outcome - Mamdani's victory was unexpected, with his chances previously estimated at only 7.5% compared to Cuomo's 92.5% [1] - The election outcome has led to strong reactions from Wall Street, with financial leaders expressing concerns and some considering relocating their businesses and families out of New York [2][4] Group 2: Policy Proposals - Mamdani's platform includes raising taxes on individuals earning over $1 million, freezing rents, and investing $70 billion in public housing [3] - He also proposed free public transportation and childcare services, as well as government-run grocery stores to lower living costs [3] Group 3: Financial Sector Reaction - The financial sector is in a state of panic, with hedge fund leaders discussing strategies to counter Mamdani's victory and potentially raising $20 million to oppose him [4] - Some executives have expressed intentions to move their operations to more business-friendly cities like Miami, Dallas, or Nashville [4] Group 4: Political Implications - Mamdani's win highlights the tension between progressive and moderate factions within the Democratic Party, potentially influencing future elections and strategies to engage younger voters [7] - The upcoming November election poses challenges for Mamdani, as incumbent Mayor Eric Adams and Cuomo may still participate, potentially splitting the vote [6]

Group 1 - Tolou Capital Management has established a leveraged long position in two-year U.S. Treasury bonds, anticipating a significant drop in short-term bond yields over the next 12-18 months [1] - The firm's Chief Investment Officer, Spencer Hakimian, initiated this bullish bet three weeks ago, driven by the belief that a "super dovish" successor to Federal Reserve Chairman Jerome Powell will be appointed [1] - Former President Trump has indicated that he will soon nominate Powell's successor, which is expected to lead to substantial interest rate cuts [1]

Group 1 - The individual has a background in engineering and has filed 7 patents, indicating a strong technical foundation [1] - The individual started a hedge fund from scratch and has maintained a long-term presence in the investment community for 20 years [1] - The investment philosophy focuses on identifying top-tier management and businesses with sustainable competitive advantages and catalysts for earnings growth [1] Group 2 - The individual is a regular guest speaker at the finance department of Iowa State University, suggesting engagement with the academic community [1]

Group 1 - The founder and Chief Investment Officer of Arini, Hamza Lemssouguer, plans to open an office in Abu Dhabi for the hedge fund [1]

Group 1 - The article discusses the author's favorite companies for investment, highlighting a focus on long-term strategies [1] - MMMT Wealth, managed by Oliver, emphasizes research on investment strategies and stocks, aiming for insights from various financial sources [1] - Oliver has a background in financial services, particularly in private equity, hedge funds, and asset management, with a passion for investing [1] Group 2 - The author holds long positions in several companies, including SOFI, NBIS, AMZN, and LMND, through various financial instruments [1]

Group 1 - Hedge fund EDL achieved a growth of 7.3% in April [1] - Year-to-date, EDL has accumulated a total increase of 31% [1]

Company Overview - Maideri Investment is a quantitative hedge fund headquartered in Paris, France, specializing in trend-following CTA strategies for over 12 years [2][4] - The parent company, Metori Capital, was founded in 2016 by Dr. Nicolas, who previously served as the global chief investment officer at a leading asset management firm, managing over €100 billion in assets [4][10] - Maideri China was established in 2019 and received its private fund license in 2020, becoming the 28th foreign and the first French private fund manager in China [4][6] Investment Strategy - The company focuses on quantitative trend-following CTA strategies, with the Chinese trend-following strategy developed independently based on the Chinese futures market [7][9] - The strategy has been operational since June 2014 in collaboration with domestic public funds, with a total scale exceeding 600 million [7] Management Scale - As of March 31, 2025, the global total management scale is approximately ¥50.21 billion, with a significant portion managed in China [6] - The assets managed under the Chinese trend-following CTA strategy reached nearly ¥2 billion by 2022 [7] Core Team - The core research and investment team has over 20 years of experience in finance and mathematics, with all members coming from leading financial institutions in China [9][16] - Dr. Guillaume Jamet, a co-CIO, has a background in mathematics and previously managed the Epsilon series fund [10][12] Achievements and Recognition - Maideri has received multiple global awards for its performance in CTA strategies over the past decade, including recognition from Hedge Fund Journal and CTA Intelligence [19] - The company has established partnerships with several leading financial institutions in China, enhancing its market presence [21]