Fahmi Quadir is launching a new fund focused on long-side shareholder activism in South Korea, marking her first time taking long positions.

The co-founder of Wirecard, Jan Marsalek, was a Russian spy.

In the U.S., household debt is at 80% of income, while debt servicing costs have risen to 11% of income.

An arrest warrant was issued in the Southern District of New York for Jan Marsalek's key U.S. business associate around the end of March 2020.

Fahmi Quadir predicts that healthcare services will be a significant short-selling theme in the mid-to-long term due to populist political pressure on reimbursement and cost of care in the U.S.

The South Korean government is undertaking reforms to deepen its FX market, stabilize the won, encourage domestic equity flows, and modernize corporate governance.

South Korea banned short selling in November 2023.

In the consumer finance sector, the underlying quality of securitized assets is deteriorating and loss recognition is lagging, despite strong stock performance.

Fahmi Quadir predicts an IPO of OpenAI will serve as a major informational catalyst and repricing event for the market by revealing the financial realities of the AI sector.

The GameStop short squeeze event in 2021 caused institutional allocators to view concentrated short positions as a significant risk, regardless of whether a fund was directly involved in meme stocks.

Within a month and a half of the arrest of Jan Marsalek's key U.S. associate, Wirecard collapsed after reporting $2 billion was missing.

According to Fahmi Quadir, enforcement actions by the U.S. Securities and Exchange Commission (SEC) dropped by 26% from 2023 to 2024, and by another 22% in the subsequent year.

South Korea's financial regulator has announced a new policy to publicly "name and shame" companies on the KOSPI index that are trading below book value.

The largest segment of South Korea's retail investor base consists of traditional value investors who have historically avoided domestic equities due to perceived value destruction by chaebol-run comp...

Within the past year, South Korea amended its corporate code to establish a fiduciary duty for companies to provide fair and equitable treatment to shareholders.

A primary driver of depressed asset values among South Korean chaebols has been the use of structured transactions to minimize inheritance tax burdens.

Safket Capital's current short strategy focuses on consumer-adjacent businesses with high funding needs, particularly levered roll-ups in the consumer discretionary sector.

Safket Capital, launched in 2018, is a fund that exclusively holds short positions and is not permitted by its mandate to go directionally long or hedge.