Activist hedge fund Marcato Capital to shut down after drop in assets

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Activist hedge fund Marcato Capital to shut down after drop in assets
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Activist hedge fund Marcato Capital Management, backed by Blackstone Group and b...

At its peak, Marcato managed roughly $3 billion in assets, but assets have now shriveled to a few hundred million, one of the sources said.

From its launch through September 2018, Marcato International returned an average 10.7% a year, roughly double the 5.5% gain posted by its HFRI Event Driven: Special Situations Index. An activist fund’s agreements with target companies often include pledges to keep a certain amount of money in the stock, something that can become difficult when clients demand their money back from the activist fund.

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