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 Funds' Favorite US Bond Trade Is Sputtering
Hedge funds' most popular trade in the US bond market is showing signs of maxing out. Known as the basis trade, the strategy involves wagering on the small price difference between Treasury bond futures and the underlying securities, using heaps of…
Hedge funds circle UK stocks as new PM Andy Burnham pledges 'new economic model
Investors are eyeing a slew of stock-picking opportunities emerging from the policy shift under new Prime Minister Andy Burnham. Hedge funds' publicly-disclosed short positions in U.K. equities soared in the first half of 2026. Burnham, who this…
HSBC summit turns future trends into wealth strategies
This is particularly relevant as AI-related growth spreads across several industries at once. In her opening address, Winnie Ng, Managing Director and Head of Wealth and Premier Solutions, Retail Banking and Wealth, Hong Kong., said AI was…
Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the 'US Equity Strategy'. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in…
There's a new way to land an internship at Millennium: be an AI superstar
Millennium considers a select group of employees 'change agents' — and they're not top portfolio managers or senior executives. Instead, those tasked with transforming the firm from within are summer interns on a new AI track, a program…
The New Investment Risk-Not Volatility, But Endurance
Stocks keep hitting records. Wall Street just booked its best trading year ever. And yet underneath the calm, something has quietly shifted-- markets are no longer simply pricing risk--they're pricing endurance. Whoever can outlast a downturn…
Will Costco (COST) be Able to Continue High Dividend Growth?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the 'US Equity Strategy'. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in…
Generative AI Disruption Fears Hurt Intuit (INTU)
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the 'US Equity Strategy'. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in…
Tradeweb Markets: The Path To At Least 65% Upside (NASDAQ:TW)
Tradeweb Markets Inc. remains a GARP stock, with significant upside potential tied to its dominance in electronic US interest rate trading. TW benefits from rising government deficits and volatility, driving higher trading volumes in rates markets…
Sandisk Corporation (SNDK) Rose on Stronger Pricing Dynamics
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
Astera Labs (ALAB) Surged on Accelerating AI Infrastructure Spending
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
Fastly (FSLY) Fell as Growth Concerns Weakened Investor Conviction
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
BWX Technologies (BWXT) Lagged Despite Strong Nuclear and Defense Growth Prospects
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
DigitalOcean Holdings (DOCN) Rose on Strong Execution and Improving Growth Expectations
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
John Paulson says we are in the early stages of a long-term bull market for gold
'I do think we're in the beginnings or the early stages of a long-term bull market for gold,' Paulson said. The billionaire investor said demand for bullion continues to broaden, led by central banks that have been adding to their reserves…
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