Amid the blue-chip rally and divergence in the NASDAQ OMX Group, Inc. (NASDAQ:NDAQ), CNBC’s Kate Kelly speaks to John Bader, Halcyon Asset Management chairman & CIO, about the M&A environment and his current investment strategy. Bader also shares his thoughts on investor activism.
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Many value investors have given up on their strategy over the last 15 years amid concerns that value investing no longer worked. However, some made small adjustments to their strategy but remained value investors to the core. Now all of the value investors who held fast to their investment philosophy are being rewarded as value Read More
Return of merger mania: Halcyon CIO