Hedge Fund Industry News

A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.

bloomberg.com - Lydia Beyoud - Hedge Fund Disclosure Deadline Delayed Again by SEC, CFTC
Hedge Fund Disclosure Deadline Delayed Again by SEC, CFTC
Bloomberg

US regulators delayed for the fourth time additional hedge fund disclosure requirements that are meant to inform agencies about the financial positions of firms during market turbulence. The Securities and Exchange Commission and the Commodity…

businessinsider.com - Bradley Saacks - Citadel is trying to drag some of Marshall Wace's biggest names into its legal fight with a former portfolio manager
Citadel is trying to drag some of Marshall Wace's biggest names into its legal fight with a former portfolio manager
Business Insider

Ken Griffin's Citadel is asking the courts to force a pair of Marshall Wace big shots to turn over any messages they have about the recruitment of a credit portfolio manager. Citadel's attorneys state in a new filing that Marshall Wace has produced…

seekingalpha.com - Sorrento Research - DHI Group: Improving Tech Hiring Market Drives Growth (NYSE:DHX)
DHI Group: Improving Tech Hiring Market Drives Growth (NYSE:DHX)
Seeking Alpha

DHI Group is rated BUY, driven by accelerating EBITDA growth from its high-margin ClearanceJobs segment. CJ now comprises nearly half of total revenue and 59% of EBITDA, offsetting Dice's ongoing weakness. Improving tech job market, surging…

yahoo.com - Soumya Eswaran - Entegris (ENTG) Surged on Increased Demand
Entegris (ENTG) Surged on Increased Demand
Yahoo!

Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic…

yahoo.com - Soumya Eswaran - Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact
Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact
Yahoo!

Hennessy Fund's Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic…

yahoo.com - Soumya Eswaran - Mobility Global (MBGL): A Promising New Player in the Automotive Sector
Mobility Global (MBGL): A Promising New Player in the Automotive Sector
Yahoo!

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…

yahoo.com - Soumya Eswaran - S&P Global's (SPGI) Remaining Divisions Showcase Strong Profitability Post Spin-Out
S&P Global's (SPGI) Remaining Divisions Showcase Strong Profitability Post Spin-Out
Yahoo!

Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…

seekingalpha.com - MarketGauge - Clear Market Moves From A Clear Message From Chair Warsh
Clear Market Moves From A Clear Message From Chair Warsh
Seeking Alpha

It's debatable what a few rate hikes will do to inflation and the bull market, but on Friday, the stock indexes, bonds, gold and several sectors reacted with very clear moves. As with many Fed events, the market reaction is a head fake, and this…

smh.com.au - Luke Barr - AI threatens to unleash global market downturn, top central banker warns
AI threatens to unleash global market downturn, top central banker warns
The Sydney Morning Herald

Andrew Bailey, governor of the Bank of England, has warned of a severe downturn in global stock markets if the AI bubble bursts. In a letter to G20 finance ministers, Bailey raised concerns over the economic fallout if the debt-fuelled AI…

businessinsider.com - Joe Ciolli - Wall Street's momentum trade is unraveling as chip stocks slide and biotech makes a comeback
Wall Street's momentum trade is unraveling as chip stocks slide and biotech makes a comeback
Business Insider

For the past couple of years, investors have been able to simply buy stocks that are already rising and make out like bandits. The market isn't supposed to work like that. Valuations have historically kept runaway gainers in check. But the advent…

bloomberg.com - Yash Roy - Bessent Talked With Druckenmiller, Touts US Debt Outperformance
Bessent Talked With Druckenmiller, Touts US Debt Outperformance
Bloomberg

Treasury Secretary Scott Bessent said that he spoke with Stanley Druckenmiller after his former mentor criticized his recent bond-market intervention, and touted that Treasuries might have outperformed because of that same action. “Stan's a…

businessinsider.com - Jordan Hart - Burning Man showed Sam Altman what the future could be. Here are the famous CEOs and billionaires who have attended.
Burning Man showed Sam Altman what the future could be. Here are the famous CEOs and billionaires who have attended.
Business Insider

Not only has Elon Musk made more than one pilgrimage to Black Rock City, but he's also gone on the record touting the annual festival as an integral part of Silicon Valley culture. 'If you haven't been, you just don't get it,' the Tesla CEO told…

insidehighered.com - Kathy Johnson Bowles - The Ticks and Leeches of Higher Education
The Ticks and Leeches of Higher Education
Inside Higher Ed | Higher Education News, Events and Jobs

Student loan lenders, investment firms and banks feed off higher education and its students, much like ticks and leeches who feed on the blood of other animals—slowly infecting and weakening the body. These industries act as an extraction…

seekingalpha.com - Steven Cress - AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be the Cure
AI Exhaustion? 3 Healthcare Stocks With 38% EPS Growth That Could Be the Cure
Seeking Alpha

For investors seeking opportunities outside the AI trade, healthcare stocks can offer diversification without sacrificing exposure to growth. S&P 500 healthcare earnings are projected to rise by 22% YoY in 2027, the second-highest estimated growth…

cbsnews.com - Richard  Ramos - California lawmakers set to vote on scaled-back wildfire liability deal after Newsom proposal stalls
California lawmakers set to vote on scaled-back wildfire liability deal after Newsom proposal stalls
CBS News

California lawmakers are set to vote during a special session Tuesday on a scaled-back wildfire liability package after Gov. Gavin Newsom's push to shield utilities from some of the costs associated with fires sparked by their equipment failed to…

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