Blue Harbour Group Chief Executive Cliff Robbins revealed that he’s one of the largest investors in Open Text, a maker of enterprise software based in Canada. The fund manager also noted that a third party […]
Santschi expects the buyback numbers to accelerate as companies get through what is likely to be a blockbuster first-quarter earnings season. S&P 500 companies are projected to show that profits rose 17.3 percent for the […]
Fund managers’ allocation to stocks is at an 18-month low, and many believe the market has peaked or will peak this year. The allocation to global technology shares also fell sharply — to a five-year […]
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