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.
Swiss-based ADAPT latest hedge fund to open Abu Dhabi office
The $2 billion relative-value hedge fund has started operations in the Gulf city, according to a statement from the firm on Wednesday. The new base, which will be led by Daniel Mullarkey who recently joined as a senior research analyst, is the…
'Worse Under The Hood': Goldman Warns Consumer Stocks Cracking As Hedge Fund Exposure Tanks
With the US national average for gasoline above the politically sensitive $4-per-gallon level and the University of Michigan Consumer Sentiment Index signaling waning household confidence as summer enters its final innings, pressure is building…
Quant Hedge Funds July Outperformance Laid Bare as Rivals Stumble - News Anyway
While multistrategy funds bled in July, quant hedge funds delivered some of their best monthly returns of the year, with algorithm-driven managers at Renaissance Technologies, Two Sigma, and Graham Capital all posting gains as their human-run peers…
Goldman Sachs Says Hedge Funds and Mutual Funds Love These 4 Dividend-Paying Financials
Whether your investments are in the hedge fund or mutual fund arena, one thing is for sure: it's a good bet that the portfolio managers are fond of many of the same stocks. Goldman Sachs just published its Hedge Fund Trend Monitor and Mutual Fund…
4 Reasons Institutional Investors Should Consider Property Catastrophe Reinsurance
Property Reinsurance/ILS Insurance-Linked Strategies is a hedge fund strategy that many of the largest pension, sovereign wealth, and endowment funds have exposure to. Here we discuss four reasons other institutional investors should consider the…
Opinion: Bond market unease poses greatest risk for next financial crisis
Please log in to bookmark this story. Create Free Account Kevin Yin is a contributing columnist for The Globe and Mail and an economics doctoral student at the University of California, Berkeley. On Tuesday, bond yields rose across the developed…
Meta and Google's AI Returns Slide, Piper Sandler Says Amazon's Capital Discipline Sets It Apart
As Big Tech continues to spend aggressively on artificial intelligence, one Wall Street firm believes there is a clear winner when it comes to return on invested capital (ROIC). On August 31, Piper Sandler reiterated an Overweight rating on Amazon…
Entertainment Unleashed: Sphere Entertainment's (SPHR) Innovative Approaches
Sands Capital, an investment management company, released its 'Sands Capital Select Growth Fund' Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through…
Elastic Beat and Raised Guidance. Wall Street Says One Quarter Isn't Enough.
Elastic N.V. (NYSE: ESTC) delivered a quarter that should have won over Wall Street. An earnings beat, growing enterprise adoption of its AI-powered search and cloud platform, and guidance pointing to continued revenue growth through fiscal 2027.
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…
SentinelOne's ARR Guidance Just Moved From Low- to Mid-Single Digits. Scotiabank Says That's the Real Signal.
SentinelOne (NYSE: S) reported solid second-quarter performance when it reported on August 27. Despite a clean beat, shares surged down in extended and post-announcement trading, with investors focused instead on a trimmed profit/ EPS outlook for…
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Investment management company First Pacific Advisors recently released its 'FPA Queens Road Small Cap Value Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 27.02% in the first half of 2026…
Gavin Baker: AI data centers are probably 'the best thing that has happened to working-class Americans
AI data centers have a branding problem, according to venture capitalist Gavin Baker. Baker is a longtime tech investor. He serves as managing partner and chief investment officer at the hedge fund Atreides Management, which has invested in…
Texas Instruments: Rating Upgrade On Stronger Sales Outlook (NASDAQ:TXN)
Industrial segment recovery and rapid Data Center expansion, supported by the Nvidia partnership, are key drivers for Texas Instruments' revised five-year average revenue growth forecast of 13.5%. Data Center is projected to grow from 8.6% of total…
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