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.
Hedge fund score card: Millennium and Asia funds caught up in a chaotic July
A busy July put many big-name hedge funds in the red to start the third quarter. Izzy Englander's Millennium lost 2.1% last month, a person close to the New York-based manager told Business Insider, pulling the firm's 2026 returns to 8.2%.
Market pros say don't count Leopold Aschenbrenner out after his hedge-fund blowup
Investors are still navigating the aftermath of the Situational Awareness blow-up, but a big question is already cropping up: Is this the end of AI prodigy, Leopold Aschenbrenner, or will he mount a comeback? Aschenbrenner, a former OpenAI…
Situational Awareness Hedge Fund Lost 67% in 2026 - Memeburn
Leopold Aschenbrenner's Situational Awareness hedge fund lost approximately 67% in July after a sharp decline in AI infrastructure stocks triggered margin calls and forced the firm to sell most of its public portfolio to Citadel. The fund's assets…
Better replaces Vishal Garg, taps hedge fund boss as CEO
Vishal Garg will no longer lead Better, the company has announced. The founder and former CEO was replaced Monday, days before the company is scheduled to post its second quarter results. Newly tapped board member Daniel Lewis, a former hedge fund…
Wall Street Is Deepening Its Crypto Grip and Rewiring the Market
Bitcoin 's prolonged bear market is masking a fundamental shift in the systems churning beneath the surface, with hedge funds and asset managers quietly replacing retail traders as the dominant market forces. Institutional investors accounted for…
Is Elevance Health (ELV) Entering a Major Earnings Recovery?
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter…
Is Intercontinental Exchange (ICE) a Buying Opportunity After Its 22% Drop?
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter…
Google Earth's potential disinformation nightmare
Hello, and welcome to TechScape. This week we'll be discussing a regrettable decision by Google Earth, the dramatic fall of the “Nostradamus of AI”, and what happens when AI agents go rogue. Last Thursday, Google announced that users…
Mondelez's (MDLZ) Earnings Beat May Matter Less Than Its 2027 Growth Bet
While cost-conscious buyers in developed markets continue to face cumulative inflation and greater scrutiny around discretionary snack consumption, international demand in emerging economies remains structurally strong. Mega-cap CPG giants such as…
AI Integration Strengthens Alphabet's (GOOG) Core Business
Greenskeeper Asset Management, an independent firm that specializes in disciplined value investing, recently released its Q2 2026 scorecard. A copy is available to download here. After a slow start to the year, the Fund gained 10.9% in the quarter…
Edwards Lifesciences (EW) Has a Growth Runway Competitors May Struggle to Match
Baron Capital, an investment management company, released its Q2 2026 investor letter for the 'Baron Health Care Fund'. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the…
Baron Capital Sees Years of Mid-Teens Growth for Intuitive Surgical (ISRG)
Baron Capital, an investment management company, released its Q2 2026 investor letter for the 'Baron Health Care Fund'. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the…
Broader Crude Oil Price Weakness Hurt Kosmos Energy Ltd. (KOS) in Q2
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the 'Hotchkis & Wiley Mid-Cap Value Fund.' A copy of the letter can be downloaded here. Equity markets posted strong returns in the second…
Microsoft Vs. Apple: The Best Risk-Reward Bet In The AI Era (NASDAQ:MSFT)
Microsoft Corporation offers the most compelling risk-reward among AI leaders, driven by innovation, growth, and attractive valuation amid ongoing CapEx investments. MSFT maintains robust free cash flow and operational efficiency, even as it…
Spencer Jakab | Aschenbrenner Will Be Back
You can be confident that humbled hedge fund wunderkind Leopold Aschenbrenner will have a lucrative second act. Investors are seduced by past gains with limited evidence of why a manager did well. Read more in today's Markets A.M. Newsletter below…
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