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.
Elliott's Paul Singer: Hedge fund talent war is 'exaggerated' by a good market and higher fees
Millennium's founder, Izzy Englander, called hedge funds' talent shortage a bubble. Citadel's Ken Griffin described portfolio managers and the like as a ' scarce resource ' within a 'profitable value chain,' noting that compensation would increase…
Why one hedge fund veteran is urging investors to 'prepare for the worst
Investors may want to take a step back as stocks swing amid rising geopolitical tensions. DBi's Andrew Beer suggests the market's crystal ball is broken. 'It's not normal for big markets to move as much as they are right now,' the firm's managing…
Inside One of Wall Street's Hottest Hedge Funds-and the 2 Trades Driving the Surge
Nvidia (NVDA) and Meta Platforms (META) are Ratan Capital Management's most impressive holdings, with Nvidia up 560% over three years and trading at 21x forward P/E, while Meta gained 200% over three years and now trades at 18x forward P/E amid a…
MARA Sells $1B In Bitcoin At A Loss To Pay Down Debt As Hedge Fund CIO Warns: 'Just The Beginning' - Cipher Digital (NASDAQ:CIFR)
The kicker: MARA disclosed separately that it bought 4,267 BTC in 2025 at an average price of around $111,000: roughly $45,000 above where the token trades today. Quinn Thompson, CIO of hedge fund Lekker Capital, wrote on X that MARA is now a…
JQC: This Fund Could Be A Very Useful Hedge If The Fed Does Not Cut (Rating Upgrade) (JQC)
The Nuveen Credit Strategies Income Fund (JQC) is upgraded to 'Buy' as variable-rate debt now benefits from a higher-for-longer rate outlook. JQC's 12.27% yield is supported by a leveraged, mostly speculative-grade, variable-rate loan portfolio…
Bank of America to pay US$72.5 million to settle Epstein victim lawsuit
Bank of America has agreed to pay US$72.5 million to settle a class-action lawsuit alleging that the bank facilitated a sex-trafficking ring orchestrated by Jeffrey Epstein, court documents showed on Friday. Bank of America said separately that…
This obscure government data might hold the key to what has been driving big swings in the stock market
Over the past six months, investors have weathered some major swings in the U.S. equity market. The Big Tech stocks, which had done much of the heavy lifting since the start of the current bull market in late 2022, suddenly appeared to hit a wall.
Do You Believe in the Growth Prospects of Eaton Corporation (ETN)?
Janus Henderson Investors, an investment management company, released its “Forty Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. shares increased following positive news about corporate…
Bloom Energy (BE) Surged in Q4 Due to Demand from Data Centers
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. The Strategy underperformed the Russell 2000 Growth…
Madrigal Pharmaceuticals (MDGL) Surged on Strong Sales of Its Rezdiffra Drug
Janus Henderson Investors, an investment management company, released its “Forty Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. shares increased following positive news about corporate…
Here's What Led to Varonis Systems' (VRNS) Material Stock Price Overreactions
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. The Strategy underperformed the Russell 2000 Growth…
Taiwan Semiconductor Manufacturing (TSM) Soared on Strong AI Chip Demand
Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly…
Concerns Over Execution Risk and Financial Sustainability Weighed on Oracle Corporation (ORCL) in Q4
Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly…
AI-Driven Dynamics Propelled Lam Research (LRCX) Shares in Q4
Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly…
Micron Technology (MU) Shares Rallied More Than Triple In 2025
Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly…
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