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.
Both Hedge Funds and Mutual Funds Are Buying These Fantastic Fintech Stocks, and That's a Great Signal for Investors to Buy
Investment managers seemed to favor one particular equity market sector last quarter as artificial intelligence (AI) stocks wavered. Hedge funds increased their tilt toward financial stocks by 300 basis points, according to an analysis by Goldman…
Türkiye imposes new hedge fund limits - report
Türkiye's capital markets regulator has introduced restrictions on hedge fund holdings, including limits on investments in related companies and highly concentrated positions, reported Bloomberg citing the regulators statement. The rules set…
Entegris (ENTG) Surged on Increased Demand
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…
Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact
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…
Mobility Global (MBGL): A Promising New Player in the Automotive Sector
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…
S&P Global's (SPGI) Remaining Divisions Showcase Strong Profitability Post Spin-Out
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…
Bessent Talked With Druckenmiller, Touts US Debt Outperformance
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…
Nerdy: Low Barriers To Entry Lead To Poor Earnings Visibility (NYSE:NRDY)
Nerdy Inc. is rated Sell due to intensifying competition, low barriers to entry, and AI-driven disruption in online tutoring. NRDY faces declining subscribers, and slowing ARPM growth and expects negative revenue growth and EBITDA losses through…
Opinion | Who's 'Working Class' Anymore?
Class warfare is in the air again—usually a sign that both sides have run out of ideas. The midterms are a battle over who is taking care of the working class. But what is “working class” anyway? “I think if you have to…
AI Threat To Global Financial System
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify. Which AI-related risk are you more concerned about? Click here to take the poll and don't forget to share your thoughts in…
RBC Global Asset Management Inc. announces August 2026 cash distributions for ETF Series of RBC Funds
TORONTO, Aug. 31, 2026 /CNW/ -- RBC Global Asset Management Inc. ('RBC GAM Inc.') today announced August 2026 cash distributions for unitholders of ETF Series of RBC Funds, as follows: RBC Canadian Equity Income Fund – ETF Series RBC…
Engine Capital pushes EPAM for share buybacks or sale, source says
Aug 31: Activist hedge fund Engine Capital has a 1.5 per cent stake in EPAM Systems and is pushing the software firm to increase share buybacks or consider a sale following stock declines sparked by fears of AI disruption, a source familiar with…
Beacon Pointe Advisors LLC Takes Position in CSW Industrials, Inc. $CSW
Beacon Pointe Advisors LLC bought a new stake in CSW Industrials, Inc. (NYSE:CSW - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 6,823 shares of the basic materials…
What caused Nvidia's nasty reversal Friday? Look to the Fed for clues
$229 to $217. Twenty-four billion shares. Five hours. Gone. Just gone. I'm talking about what happened to the stock of Nvidia when I left the office at 11 a.m. ET Friday for a day off to spend time in the final throes of my garden. It touched…
Man Group plc Makes New $4.40 Million Investment in Cavco Industries, Inc. $CVCO
Man Group plc purchased a new stake in Cavco Industries, Inc. (NASDAQ:CVCO - Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 7,167 shares of the construction company's…
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