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.
Former Fed Governor Stephen Miran Rejoins Hedge Fund Hudson Bay
Stephen Miran, a former Federal Reserve governor, is rejoining hedge fund Hudson Bay Capital Management as a senior strategist. During his first stint at the $22 billion hedge fund, Miran wrote a paper espousing the ideas underpinning the so-called…
SAMT: This Hedge-Fund-Like ETF Has Delivered (NYSEARCA:SAMT)
Strategas Macro Thematic Opportunities ETF continues to outperform the S&P 500, validating its active, hedge-fund-like approach. SAMT maintains a conservative portfolio with over 20% in cash and avoids concentrated single-name risks, supporting…
Exclusive: Former Fed governor Stephen Miran to return to hedge fund
Former Federal Reserve governor Stephen Miran is returning to Hudson Bay Capital Management as a senior strategist in his first role since leaving the Fed in May. The big picture: Miran returns to the hedge fund with a rare insider view of the…
Billionaire Bill Ackman Has 42% of His Hedge Fund's $18 Billion Portfolio Invested in 3 Incredible Stocks
Bill Ackman is one of the most followed investment managers in the world -- and with good reason. As the manager of Pershing Square 's (PS +4.32%) assets, he's led the hedge fund to produce a compound annual return of nearly 16% since 2004, handily…
Madison Large Cap Fund Picks Salesforce (CRM) Despite Market Sell-Off
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in…
HEFT: Long-Short ETF Focused On Macro Trends (NYSEARCA:HEFT)
Hedgeye Fourth Turning ETF is a thematic long-short fund targeting macro trends of social, political, and economic upheaval. HEFT has to maintain its holdings between 150% long and 50% short exposure. Performance since inception trails SPY and…
Ken Griffin's Billions and Billions
When Zohran Mamdani, the mayor of New York City, recently filmed a one-minute video to announce a tax on pieds-à-terre, his appetite for class warfare was on full display. Background music evoked the “Succession” theme…
What Makes Keysight Technologies (KEYS) a Compelling Bet in the AI Era?
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in…
Workday (WDAY) Slid Over AI Risk
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in…
Baron Real Estate Fund Added Public Storage (PSA) Ahead of Inflection
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here. Baron Real Estate Fund was recognized as the Best Real Estate Fund Over…
Danaher Corporation's (DHR) Recovery Fell Short of Investor Expectations
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in…
Oracle Is (ORCL) Down Despite Revealing $638 Billion Worth Of Orders, Is The Market Wrong On This One?
Oracle Corporation (NYSE: ORCL) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 11, Oracle Corporation (NYSE:ORCL) secured a $395.8 million contract from the U.S. Office of Personnel Management. Under the agreement…
Madison Large Cap Fund Sees Long-Term Value Creation in Meta Platforms' (META) Huge Capex
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter is available to download here. The Madison Large Cap Fund (Class I) declined 2.7% in…
Is Vail Resorts (MTN) an Attractively Valued Stock?
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here. Baron Real Estate Fund was recognized as the Best Real Estate Fund Over…
Amazon (AMZN) Moves To Unlock An Entire Continent, How Big Is The Target Market?
Amazon.com Inc. (NASDAQ: AMZN) is one of the 10 Stocks That Can Still Skyrocket On The Neo Cloud Boom. On June 4, Amazon.com Inc. (NASDAQ:AMZN) introduced its Amazon Prime service in South Africa as part of its effort to become one of the dominant…
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