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Over the 15 years since Hillview’s founding, we have witnessed many significant changes in the financial services industry. During that time, providing high quality, objective advice and personalized service has been, and remains, a top priority for us. As we continue to grow, we want to ensure that we have the ability to maintain that commitment while leveraging our infrastructure and resources to be operationally efficient. In our effort to continue on this path we have made the decision to expand our leadership team to include the role of Chief Operating Officer. Read More…

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Broadly speaking, activist hedge funds have been quite popular with investors of late; with total assets in the space rising from $36 to $112 billion over the last 5 years according to HFR.  Starboard Value is certainly not the largest activist fund out there, but CEO & CIO Jeff Smith has been making headlines recently amidst their increasingly high profile activist positions in companies like Darden Restaurants, AOL, and Yahoo.  Specific to Darden, Starboard recently waged a successful proxy battle to take over the board of directors and install Smith himself as chairman: all while owning less than 10% of the company.   For more on the specifics of their unprecedented success with Darden and much more, check out the Fortune article below.

Fortune – Starboard Value’s Jeff Smith: The investor CEOs fear most

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The World Economic Forum has a message for wealthy families thinking about impact investing: don’t buy on the buzz.

Impact investing has garnered increasing attention from well-intentioned, wealthy investors. However, when it comes to investing your money in line with your values there is a lot more to consider than meets the eye. Click on the link below to read some sound advice from the World Economic Forum.

Bloomberg News: World’s Richest Families Warned of Impact-Investing Hype

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They say no news is good news, and in the case of 2014 this was accurate for American taxpayers. Without any significant legislative changes occurring throughout the year or predicted entering 2015, traditional estate and tax planning techniques for a low-interest rate environment prevailed. In the mid-term elections, we saw a major shift in GOP power with the Republican Party taking control of the Senate by picking up six seats from the Democrats, in addition to strengthening their grip on the House of Representatives. In 2015, we can expect to see:Read More…

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Recently, CalPERS announced that the $300 billion pension plan was divesting from all hedge fund investments citing “complexity, cost, and the lack of ability to scale” as the primary reasons – and leaving many questioning the impact on the hedge fund industry.

Click here to read our thoughts on what lies ahead for investors.