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.
Should European Banks Be Crashing the Hedge Fund Party?
Europe's big banks have joined the global stock trading party. Danger lurks, however: When the market turns, it is often brutal. Barclays Plc and UBS Group AG this week reported increased equity trading revenue of 46% and 53% in dollar terms…
Finance firms set to pour more into AI amid 'data divide' fears
A majority of surveyed global asset management firms plan to raise their artificial intelligence budgets by at least 50 per cent within the next year as the technology transforms the finance industry, a recent study showed. The adoption of AI is…
'Mr. Brexit' financial commentator leaves Mizuho for position in Dubai
Jordan Rochester, who made his name as one of Britain's most recognized financial commentators during the country's split from the European Union, has left Mizuho Bank to pursue a position in Dubai. Known in financial markets as “Mr.
MarineMax (HZO): Ace River Exit Driven by Opportunity Cost, Not Fundamentals
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P…
First Horizon (FHN): 20% Earnings Growth Backs Cramer's Buy Call, But the Stock Is No Longer Cheap
Regional banks have spent 2026 rebuilding the credibility they lost in 2023, when panicked customers withdrew large sums of money. The Federal Reserve's interest rate cuts have eased the funding costs, and loan growth is picking up again across the…
Invisalign Maker Strikes Settlement Deal With Activist Investor Elliott
Align Technology Inc., the maker of Invisalign teeth-straightening products, said it has agreed to add three new directors to its board as part of a settlement with hedge fund Elliott Investment Management. Elliott had built a significant stake in…
ICON Public Limited Company (ICLR) Surges on Net Book-to-Bill Strength
Harris Oakmark recently released its second-quarter 2026 investor letter for the 'Oakmark U.S. Concentrated Strategy'. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000…
RBC Bearings (RBC) Rolls Ahead on Aerospace Strength
Wasatch Global Investors, an asset management company, released its 'Select Strategy' Q2 2026 investor letter. A copy of the letter can be downloaded here. Global small- and mid-cap equities delivered strong returns in the second quarter, primarily…
Caterpillar (CAT) Shrugs Off Tariff Hit as Demand 'Heats Up'
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for 'Platinum International Brands Fund'. A copy of the letter can be downloaded here. The fund returned over 4% in the quarter but lost 14% over the…
Marsh & McLennan (MRSH) Reinvents Operations with AI Productivity Push
Harris Oakmark recently released its second-quarter 2026 investor letter for the 'Oakmark U.S. Concentrated Strategy'. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000…
Keurig Dr Pepper (KDP) Pops on Strong Beverage Sales
Harris Oakmark recently released its second-quarter 2026 investor letter for the 'Oakmark U.S. Concentrated Strategy'. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000…
Is RCI Hospitality Holdings (RICK) a Mispriced Opportunity?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P…
What Makes Vox Royalty Corp. (VOXR) an Attractive Long-Term Compounder?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P…
Birkenstock Holding plc (BIRK) Walks Tall on Margins
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for 'Platinum International Brands Fund'. A copy of the letter can be downloaded here. The fund returned over 4% in the quarter but lost 14% over the…
Congress can't seem to figure out that sports gambling is just sports gambling
My two youngest sons are home from college for a few weeks before fall semester. Last weekend, I watched them pull up an app and buy “contracts” on an NFL preseason spread that I didn't know existed until they explained it to me. They…
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