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.
Goldman says hedge funds suffered worst underperformance vs S&P 500 in July in more than 20 years of data
Goldman says hedge funds suffered worst underperformance vs S&P 500 in July in more than 20 years of data. July 'marked one of the sharpest hedge fund de-grossing episodes of the past decade,' Goldman said. Hedge funds diversified away from AI…
Yield Hunters Are Swarming This 6.3%-Dividend Stock-And Big-League Hedge Funds are Quietly Buying the Dip
Big-league hedge funds have been taking interest in shares of Pfizer (NYSE:PFE | PFE Price Prediction) of late, with recent 13F filings revealing significant buying activity among the smart money crowd. While no single fund has backed up the truck…
Missing Industry? Damian Lewis's 'cat-and-mouse' finance drama will have you hooked
Missing Industry already? Same. But while we wait for our next dose of wildly ambitious people making questionable decisions in expensive clothes, there is another finance drama ready to fill the void. Enter Billions, the seriously addictive Wall…
Hong Kong financiers press for tax breaks after Singapore's challenge
Hong Kong should press ahead with its proposed tax break on carried interest, the performance fees earned by hedge fund and private equity managers, after Singapore unveiled a rival tax-exemption scheme, according to industry participants. The…
Keysight Technologies (KEYS) Gains From Equipment Growth Fueled By AI Use Cases
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the 'Madison Large Cap Fund'. A copy of the letter can be downloaded here. In the second quarter, U.S. stock market indices achieved their best…
Tech Down, but Not by Much, on Rotation Out of Consumer - Tech Roundup
Shares of technology companies fell, but not by as much as the broad market, as traders rotated out of the retail sector in the wake of Walmart's earnings. Alibaba said fiscal first-quarter earnings slumped as the Chinese e-commerce company…
Bill Ackman gives $560m to brain research in touching post on daughter
New York | Hedge fund billionaire Bill Ackman has donated $US400 million ($560 million) to brain research after his daughter suffered a catastrophic haemorrhage. Ackman's daughter, Lucy Ackman, 26, suffered a stroke in February that left her unable…
Multiple headwinds Weighed on Enovix Corp's (ENVX) Performance
Massif Capital, an investment management company, released its 'Massif Capital Real Assets Strategy' second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, the strategy fell 5.16% net of fees, bringing…
A 'Bond Vigilant' Bessent Moves to Head Off the Bond Vigilantes
This article is for subscribers only. I'm Chris Anstey, a senior economics editor in Boston. Today we're looking at the Treasury chief's move to stanch a rise in yields. Send us feedback and tips to. And if you aren't yet signed up to receive this…
Billionaire Stanley Druckenmiller's Top Holding Is Up 37% This Year. Is the Market Pricing in the Full Story?
During his three decades as manager of the hedge fund Duquesne Capital, Stanley Druckenmiller averaged annual returns of around 30%, beating not just the S&P 500 but also many other major hedge funds. Druckenmiller wound down his fund in 2010…
Bessent's bond market intervention falls flat as turbulence continues
U.S. Treasury Secretary Scott Bessent's announcement that the Treasury is going to double its buyback of long-dated US bonds from $2 billion to $4 billion has fallen flat. After an initial fall in yields, they have started to rise again and are…
Rafi Lamm rakes hundreds of millions off the table
Has there ever been a better time to be Rafi Lamm or Mark Landau ? This week, the pair's L1 Capital filed an update on the hedge fund's position in Chris Ellison 's MinRes. A series of selldowns over the past month means L1 Capital has dipped below…
Japan Tobacco Stock: Strong Earnings Support The Share Price (OTCMKTS:JAPAY)
Japan Tobacco is rated BUY, trading at a 19% discount to Philip Morris despite similar forward EPS growth expectations. I expect JAPAY's share price to outperform peers, driven by strong operating income growth, market share gains, volume growth…
Yield surge and Treasury buyback: how debt dynamics threaten American dominance
When British conservative historian Niall Ferguson formulated 'Ferguson's Law,' he laid down a stark historical maxim: any great power whose debt-servicing costs surpass its national defense budget enters an irreversible trajectory of geopolitical…
Bessent's efforts in the Treasury market so far haven't worked. Here's what else he can try
Treasury Secretary Scott Bessent said Thursday he has a 'big toolkit' to aid pressures in the government bond market. While he didn't name them specifically, Bessent has several options, including reducing duration of the government's holding…
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