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 Is Back Yet Again With Hedge Fund Activism 101
Elliott Investment Management doesn't need to come up with new ideas to make money. The US hedge fund activist holds so much sway that it can just throw its weight behind a worry already circulating among investors and be the force that makes a…
Amazon.com (AMZN): AI Exposure Adds, But Other Businesses Drive Results
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…
Texas Instruments Incorporated (TXN) Benefits from AI without Being Pure Play AI
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…
Andvari Associates Strategic Investment in Martin Marietta Materials (MLM)
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…
Ducommun (DCO) Benefits as Defense Spending and Commercial Aerospace Rebound
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Diamond Hill Stayed Focused on Magnolia Oil & Gas (MGY) After the Geopolitical Selloff
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Here's What Boosted Astrana Health (ASTH) in Q2
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Riverwater Exited Perella Weinberg (PWP) as Smaller M&A Advisors Face a Tough Road Ahead
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark…
Failed Quant Fund AlphaQuest Calls Suit a Billionaire 'Tantrum'
AlphaQuest asked a court to throw out an investor suit accusing founder Nigol Koulajian of mismanaging the $2 billion quantitative hedge fund, which said earlier this year that it was shutting down. Dutch foundation Stichting QSV Beheer sued…
Arthur Hayes Predicts Crypto Rally Fueled by EUR/JPY Decline and Dollar Liquidity Surge
A major decrease in the EUR/JPY exchange rate from its present value of roughly 185 to under 140 by mid-2027 would be a key indicator for an approaching increase in worldwide dollar liquidity, according to BitMEX co-founder Arthur Hayes. His main…
Billionaires Like These 2 AI Data Center Stocks
We ran an analysis based on Insider Monkey's proprietary database of over 900 hedge funds to see which AI and data center stocks billionaire-led funds were piling into during the second quarter. Two names stood out. Vertiv Holdings (NYSE:VRT)…
CrowdStrike's AI Security Boom May Still Have Room to Run
Wall Street experts believe that AI adoption continues to create a cybersecurity spending cycle, with companies increasingly needing to secure AI agents, applications, and cloud workloads. CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is benefiting from…
One Huge Fund Just Bought Taiwan Semiconductor Manufacturing and Dumped Micron Stock. Which Stock Is the Superior Choice?
Following what hedge funds do is a great way to track the smart money and get a second opinion on what you should do in your own portfolio. Finding successful hedge fund managers that have a track record of long-term investing is smart, because…
Silvercrest Asset Management Stock: A Glimmer Of Hope (Rating Upgrade) (NASDAQ:SAMG)
Silvercrest Asset Management Group is upgraded to HOLD as current challenges appear priced in, with shares stabilizing after a 33% YTD decline. SAMG's 2Q26 results showed AUM growth driven by strong equity markets, but net client outflows remain a…
Lake Street Capital Predicts RF Industries Q3 Earnings
Under-The-Radar RF Industries Is A Steal At These Prices RF Industries, Ltd. (NASDAQ:RFIL - Free Report) - Analysts at Lake Street Capital issued their Q3 2026 EPS estimates for shares of RF Industries in a report issued on Tuesday, September 1st.
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