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.
Trump Nominates Ex-Bessent Hedge Fund Executive to Treasury Post
President Donald Trump has nominated G. Hunter McMaster II to be assistant Treasury secretary for Financial Markets, though he has been performing the duties of that post since last July. Before joining the Treasury Department, McMaster was the…
Is Upstart Stock a Buy After Hedge Fund Halter Ferguson Purchased Shares Worth $37 Million?
According to its SEC filing dated April 28, 2026, Halter Ferguson Financial Inc. increased its stake in Upstart (UPST 7.97%) by 1,052,039 shares. The estimated transaction value, based on the average unadjusted closing price during the first…
Is Aehr Test Systems Stock a Buy or Sell After Hedge Fund Halter Ferguson Dumped Shares Worth $20 Million?
According to an SEC filing dated April 28, 2026, Halter Ferguson Financial Inc. reduced its position in Aehr Test Systems (AEHR 1.24%)by 627,498 shares during the first quarter. The estimated value of the shares sold was approximately $20.07…
Hedge fund genius expertly debunks California's billionaire tax in just two simple words
Billionaire investment guru Ray Dalio is warning that the California billionaire tax isn't the answer to inequality — issuing a stark two-word wake-up call on the controversial wealth tax. Dalio raised the alarm about spiraling inequality…
Chubb Limited's (CB) New Business Grew by 17% Despite a Soft Industry Landscape
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500's -4.3%…
Old Dominion Freight Line (ODFL) Surged on Optimism Over Industrial Activity Rebound
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500's -4.3%…
With the Jain Global tie-up, Izzy Englander's Millennium proves it is in a league of its own
Millennium — the biggest hedge fund employer and one of the biggest backers of new funds — is increasingly in a category of its own. The manager, founded and still run by Izzy Englander, invests more than $84 billion across hundreds…
Sam Bankman-Fried Seems to Annoy Judge and Lose Latest Motion for New Trial
Last time I wrote about Sam Bankman Fried's ongoing effort to overturn his conviction for fraud and conspiracy, I wrote, “Anyone willing to keep trying—or to pay lawyers to keep trying for them—can always do more legal busywork…
What Makes Rollins (ROL) an Attractive Investment?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile for US…
Celestica Q1 2026: The Beat-And-Raise The Market Sold (NYSE:CLS)
Celestica delivered strong Q1 2026 results, beating EPS guidance, raising 2026 outlook, and introducing a 2027 revenue floor of at least $25.5B. CLS's mix shift to high-margin, design-led HPS programs is now structural, with 42% of revenue and…
Here's Why Polen Focus Growth Exited Abbott Laboratories (ABT) in Q1
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile for US…
Visa (V) Slid Due to Potential Regulatory and Legislative Headwinds
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500's -4.3%…
O'Reilly Automotive (ORLY) Delivered 33rd Consecutive Year of Positive Comp Growth
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500's -4.3%…
Meta Platforms' (META) Earnings Multiple Reflects Slower Growth Expectations
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500's -4.3%…
CME Group Inc. (CME) Stock Forecasts
CME Group is a futures and derivatives exchange and clearing company. It operates exchanges such as the Chicago Mercantile Exchange (CME), the Chicago Board of Trade (CBOT), the New York Mercantile Exchange (NYMEX), the Commodity Exchange (COMEX)…
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