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.
Brevan Macro Hedge Fund Offsets Rates Trading Losses With Stocks
A booming stock market has come in handy for macro trading specialist Brevan Howard Asset Management. Profits linked to equities trading helped the firm counter losses from more traditional markets such as rates and currencies at the firm's $11.2…
AI supply chain, Gen Z spending among hedge fund picks at Sohn Hong Kong
Hedge fund managers say they are targeting investments this year in companies from AI-linked data centres and printed circuit board (PCB) makers to pet food and instant noodle brands as they try to ride the tech boom and Gen Z spending. SCROLL TO…
Is Dave Stock a Buy After Hedge Fund Divisadero Street Doubled Its Stake?
According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Divisadero Street Capital Management, LP increased its stake in Dave (DAVE 2.37%) by 379,232 shares in the first quarter. The estimated value of this purchase was…
Why young men are drawn to prediction markets
Mitchell LabiakBusiness reporter Cameron George is living the dream. Back in 2019, he was stacking shelves in Walmart, but the 26-year-old has since become a full-time crypto trader and content creator. His social media presence is filled with…
Paulson-Backed Mining Project Secures $2.9 Billion Loan From US
A company backed by hedge fund billionaire John Paulson secured a $2.9 billion loan from the US Export-Import Bank to develop a mine in Idaho in one of the Trump administration's biggest moves yet to boost domestic critical minerals supplies.
Does Haemonetics (HAE) Have Enduring Growth Potential?
Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S. small-cap equities delivered strong…
Aristotle Small Cap Equity Fund Picked Envista Holdings (NVST) Citing Varied Growth Signals
Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S. small-cap equities delivered strong…
Huron Consulting Group (HURN) Slid Amid Concerns Over AI Disruption
Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S. small-cap equities delivered strong…
Humana (HUM) is Rebounding to a Multi-Year Improvement in Margins and Returns
Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to…
UnitedHealth Group (UNH) Gains as Managed Care Outgrows Economy
Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to…
MACOM Technology Solutions (MTSI) Delivered Record Revenue and Profitability in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its first-quarter 2026 investor letter for “Small Cap Equity Fund”. A copy of the letter is available to download here. U.S. small-cap equities delivered strong…
What Makes Rockwell Automation (ROK) a High-Quality Compounder?
Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the…
Private Markets Outlook H1 2026: Balancing Opportunity And Complexity
Private equity and private credit vehicles now come in myriad structures with various return and risk profiles. Top U.S. private equity sponsors continue to attract capital, portfolio backlogs may drive a rebound in exit activity, and distributions…
How the wealthiest families invest: CNBC and Addepar launch Family Office Portfolio Tracker
CNBC has teamed up with Addepar to provide a quarterly snapshot of family office portfolios. Addepar's data includes the portfolios of hundreds of family offices, representing a total of $1.4 trillion in assets. In first quarter, the Family Office…
Beyond Macro: A Value Lens On Emerging Markets Equity
Most investors approach emerging markets top-down: country-level macro calls, currency bets, commodity cycles. But what if those assumptions are exactly what gets in the way of potential returns? What if the single most important variable isn't the…
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