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.
Inside hedge funds' never-ending hunt for an edge
Hedge funds have never stood still, but the constant search for an incremental edge — over the market, over their peers, over the machines — is getting more harried. The world's biggest managers, with the deepest pockets, have always…
Multistrat Hedge Fund Paloma to Cut Teams in Latest Pivot
Donald Sussman, the veteran behind Paloma Partners, is pivoting his long-standing multistrategy hedge fund to focus on fewer managers in which he has the highest conviction as the firm adjusts to a decline in assets over the past three years.
How a nightmare from my hedge fund days informs my current market view
My shoulders were hunched. I didn't know if I wanted to cry, throw a water bottle at someone, or maybe both. The market had closed, maybe an hour and a half ago, and out of the corner of my eye, I had spied the unthinkable on the screen: 'Western…
QXO (QXO) Struggled in the Softer Market
Fred Alger Management, an investment management company, released its 'Alger Capital Appreciation Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the…
Here's Why McKesson Corporation (MCK) Slid in Q2
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the 'Global Sustainable Equity Fund'. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with…
Investors' Skepticism Over Rapid Transitions Weighed on IREN Limited (IREN) in Q2
Fred Alger Management, an investment management company, released its 'Alger Capital Appreciation Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the…
Should You Be Confident in Netflix (NFLX)?
Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for 'Magellan Global Opportunities Fund'. A copy of the letter can be downloaded here. The Fund invests in companies with…
Progressive Corporation (The) (PGR) Stock Forecasts
Progressive Corp., based in Mayfield Village, Ohio, is a leading property & casualty insurance company. The company sells insurance through independent agencies and its own direct- Exclusive reports, detailed company profiles, and best-in-class…
Activist Holder Urges Compass Diversified to Undergo Strategic-Review Process for Liquidation
Compass Diversified Holdings received a letter from ADW Capital Management reiterating a call for an immediate strategic-review process for an orderly liquidation of the company. ADW, an activist hedge fund, said it has explained to board members…
Here's Why Credo Technology Group Holding Ltd (CRDO) is on the Detector List of the Fund
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio…
Truth Social is selling real-time access to posts that could move the markets
Wall Street banks and trading firms will soon receive President Donald Trump's musings within milliseconds as the parent company of Truth Social announced a new service on Thursday that's targeted toward paying institutional services. Trump Media &…
CXMT's mega IPO draws frenzy from retail investors to DeepSeek founder's fund
As soon as ChangXin Memory Technologies opened its blockbuster initial public offering to public subscription on Thursday morning, Luo Yi applied for 86,000 shares – despite acknowledging that she knew little about the semiconductor…
SpaceX bears are taking a victory lap as the stock struggles a month after the IPO
SpaceX stock has struggled after a brief burst of post-IPO enthusiasm, and the bears are taking a moment to reiterate their downbeat views on the stock. A month after a historic IPO, SpaceX stock dropped below the initial offering price of $135 on…
Oracle Corporation (ORCL) Declining, Piper Sandler Remains a Buy
Oracle Corporation (NYSE: ORCL) has declined more than 28% over the past month due to concerns regarding high capital expenditure. However, the Street remains bullish on the stock, with analysts' 12-month price target suggesting more than 68%…
Michael Burry's $39 a month Substack hits 300,000 subscribers, fueling speculation of a $113M-a-year newsletter empire
Michael Burry's latest move has become a big success — but it's not a stock pick, exactly. It's a newsletter, and it could be netting him millions. Burry, the investor who became famous for The Big Short, the 2015 film that tells the story…
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