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.
Even hedge funds are dealing with AI slop
A third of investors who buy data say its quality has deteriorated over the past couple of years, according to a survey by consultancy Neudata, and some pin the blame on artificial intelligence. Data is the lifeblood of any investing business, and…
Ex-Balyasny Trader Bets El Niño Can Turbocharge Hedge Fund Gains
A former Balyasny Asset Management trader who now runs a boutique hedge fund in London says he expects to be able to amplify returns by anticipating how an evolving super El Niño will affect markets. The cyclical climate phenomenon…
CoStar (CSGP): Residential Strategy Unchanged Despite Persistent Market Skepticism
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the 'Multi Cap Equity Fund'. The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in…
Charter Communications (CHTR): Cox Merger and Wireless Growth Signal Stronger Future Ahead
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the 'Multi Cap Equity Fund'. The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in…
SandiskCorp. (SNDK): AI Boom Fuels Attractive Storage Market Opportunity
Parnassus Investments, an investment management company, released the 'Parnassus Growth Equity Fund' second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of…
LyondellBasell (LYB) Retraces Amid Shifting Commodity Sentiment
Alluvium Asset Management, an asset management company, released its 'Conventum – Alluvium Global Fund' second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical…
Real REMAX Group (REAX) Stock Weakness Reflects Fears of AI-Driven Market Changes
Wasatch Global Investors, an asset management company, released its 'Long/Short Alpha Fund' Q2 2026 investor letter. The letter can be downloaded here. Small- and mid-cap growth stocks posted significant gains in Q2, led primarily by AI-related…
Investor Fears of AI Disintermediation Weigh on Accenture (ACN) Stock
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the 'Multi Cap Equity Fund'. The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in…
Alphabet (GOOG) Surges 24% as Revenue Growth Soars - But Is $190 Billion in Capex Too Much?
Alluvium Asset Management, an asset management company, released its 'Conventum – Alluvium Global Fund' second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical…
Alluvium Bought More Ryanair (RYAAY) on Weakness - Then Trimmed After the Rebound
Alluvium Asset Management, an asset management company, released its 'Conventum – Alluvium Global Fund' second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical…
Here's Why This Fund Sold Brown & Brown (BRO)
Parnassus Investments, an investment management company, released the 'Parnassus Growth Equity Fund' second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of…
Comfort Systems USA (FIX) Positioned to Benefit from Accelerated AI Investment
Parnassus Investments, an investment management company, released the 'Parnassus Growth Equity Fund' second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of…
What Makes Mettler-Toledo International (MTD) an Attractive Bet?
Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the 'Multi Cap Equity Fund'. The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in…
Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong
Alluvium Asset Management, an asset management company, released its 'Conventum – Alluvium Global Fund' second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical…
The Fund Exited Insmed (INSM) After the Investment Thesis Played Out
Parnassus Investments, an investment management company, released the 'Parnassus Growth Equity Fund' second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of…
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