据知情人士透露，基金组合经理萨加尔·古普塔（Sagar Gupta）正准备于2027年初推出一只名为Anson Vira的行动主义基金。
Funds portfolio manager Sagar Gupta is preparing to launch an activist fund called Anson Vira in early 2027, according to people familiar with the matter.
知情人士称，这只新基金将由Anson提供种子资金，Anson将向该策略投入2亿美元。这些人士因信息属私密而要求不具名。他们补充说，该基金已开始吸引外部资本。
The new fund will be seeded by Anson, which will commit $200 million to the strategy, the people said, asking not to be identified because the information was private. The fund has started to attract outside capital, the people added.
知情人士表示，Anson Vira将专注于投资北美估值在10亿至100亿美元之间的中小盘科技、媒体和电信公司。该基金将同时持有五到八个仓位，并强调在投资组合公司推动AI采用以提升回报。Anson Funds的代表未立即回应置评请求。
Anson Vira will focus on investing in small and mid-cap technology, media and telecom companies valued at $1 billion to $10 billion in North America, the people said. It will have five to eight positions at a time and emphasize AI adoption at portfolio companies to boost returns, they said. A representative for Anson Funds didn’t immediately respond to a request for comment.
现年38岁的古普塔拥有近十年的行动主义投资经验，自2023年起领导Anson的行动主义策略，旗下旗舰基金进行投资。据其领英（LinkedIn）个人资料显示，这位总部位于洛杉矶的投资者早年曾在Legion Partners工作近六年。
Gupta, 38, with almost a decade of activist investing experience, has led the activism strategy at Anson since 2023, investing out of the flagship fund. Earlier in his career, the Los Angeles-based investor worked at Legion Partners for nearly six years, according to his LinkedIn profile.
古普塔主导的行动包括针对Twilio Inc.、Clear Channel Outdoor Holdings Inc.、Globalstar Inc.、Lionsgate Studios Corp.、Match Group Inc.和SPS Commerce Inc.的活动。Clear Channel Outdoor和Globalstar最终都出售了自身。
Campaigns led by Gupta have included Twilio Inc., Clear Channel Outdoor Holdings Inc., Globalstar Inc., Lionsgate Studios Corp., Match Group Inc. and SPS Commerce Inc. Clear Channel Outdoor and Globalstar both ended up selling themselves.
古普塔在2024年与Five9 Inc.达成和解后，也进入该公司董事会任职。
Gupta also sits on the board of Five9 Inc. after reaching a settlement with the company in 2024.
知情人士称，Anson的行动主义策略自2023年推出以来，实现了30%以上的年化回报，今年以来已上涨逾30%。
Anson’s activism strategy has produced 30% plus annualized returns since launching in 2023 and has gained more than 30% so far this year, the people said.
专注于行动主义的新基金推出已有一段时间。前Jana Partners高管查理·彭纳（Charlie Penner）和前P2 Capital Partners合伙人亚历克斯·西尔弗（Alex Silver）于2024年创立了Ananym Capital Management。据彭博新闻社报道，该基金周二表示已在欧洲票务平台CTS Eventim AG建仓，押注更多人将走出线下、奔赴现场活动。
It’s been a while since a new fund focused on activism has been launched. Former Jana Partners executive Charlie Penner and Alex Silver, a former partner at P2 Capital Partners, founded Ananym Capital Management in 2024. The fund on Tuesday said it has taken a position in the European ticketing platform CTS Eventim AG, betting that more people will go offline and head to live events, Bloomberg News reported.
Elliott Investment Management 资深人士 Adam Katz 于 2021 年与来自 Indaba Capital Management 的 Andy Dodge 共同创立了 Irenic Capital Management。自成立以来，该基金已发起几起备受关注的行动，包括最近针对英国自助仓储公司 Big Yellow Group Plc 和社交媒体公司 Snap Inc. 的行动。
Elliott Investment Management veteran Adam Katz in 2021 founded Irenic Capital Management with Andy Dodge from Indaba Capital Management. That fund has launched a few high-profile campaigns since its start, including a recent one at UK self-storage firm Big Yellow Group Plc and at social media company Snap Inc.
Elliott 前高管 James Smith 于 2021 年在伦敦创立了 Palliser Capital。Smith 上周表示，三星电子株式会社应在美国上市股份，并利用所得收益回购优先股，称该公司应采取更多措施缩小这些证券的折价，这些证券不享有投票权。
Former Elliott executive James Smith in 2021 launched Palliser Capital in London. Smith said last week Samsung Electronics Co. should list shares in the US and use the proceeds to buy back preferred stock, saying the company should do more to narrow the discount on those securities, which carry no voting rights.