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.

wsj.com - Emma Tucker - Hedge Funds Face Scrutiny Over Growing Treasury Footprint
Hedge Funds Face Scrutiny Over Growing Treasury Footprint
Wall Street Journal

The 10-year Treasury yield touching 5% underscores a new wild card in sovereign debt: hedge funds. With traditional pension funds stepping back, fast-twitch traders have seized a record 7% of the Treasury market, where $1.2 trillion of securities…

wsj.com - Timothy W. Martin - Hedge Funds Are the Wild Card in the Turbulent Bond Market
Hedge Funds Are the Wild Card in the Turbulent Bond Market
Wall Street Journal

Anxiety about the Iran war, inflation and mushrooming public debt have driven the recent selloff in Treasury bonds. There is another factor that could add volatility into the mix: hedge funds, a growing force in this market. For decades…

afr.com - Mark Di Stefano - Phil King's hedge fund protege triples down to $2.5 billion
Phil King's hedge fund protege triples down to $2.5 billion
Australian Financial Review

Oft-mentioned is that Regal's (soon-to-be retiring) Phil King is so critical to providing liquidity to share trading in major ASX-listed companies that he's akin to the “plumbing” of the market. Phil usually sits first on banker call…

seekingalpha.com - White Star Research - GE Aerospace: Hedge Funds Love The Stock, So Should You (NYSE:GE)
GE Aerospace: Hedge Funds Love The Stock, So Should You (NYSE:GE)
Seeking Alpha

GE remains an exceptional asset with a dominant competitive position, razor-blade economics and structurally growing end markets. CPP acquisition should help GE recapturing value from parts suppliers which have profited of a tight market in…

yahoo.com - Soumya Eswaran - Gates Industrial (GTES) Benefits From AI Growth Without Being an AI Stock
Gates Industrial (GTES) Benefits From AI Growth Without Being an AI Stock
Yahoo!

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital…

yahoo.com - Soumya Eswaran - How Allison Transmission Holdings (ALSN) is Capturing New Markets Beyond Commercial Vehicles
How Allison Transmission Holdings (ALSN) is Capturing New Markets Beyond Commercial Vehicles
Yahoo!

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the 'Fidelity Dividend Growth Fund'. The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified…

yahoo.com - Soumya Eswaran - Why Rentokil Initial's (RTO) Discount to Rollins Could Narrow
Why Rentokil Initial's (RTO) Discount to Rollins Could Narrow
Yahoo!

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI…

yahoo.com - Soumya Eswaran - How Caterpillar (CAT) Drives Sector-Leading Performance Beyond AI Models
How Caterpillar (CAT) Drives Sector-Leading Performance Beyond AI Models
Yahoo!

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital…

yahoo.com - Sheryar Siddiq - Pfizer (PFE), Valneva (VALN) Lyme Vaccine Moves to EMA Review Despite Phase 3 Caveat
Pfizer (PFE), Valneva (VALN) Lyme Vaccine Moves to EMA Review Despite Phase 3 Caveat
Yahoo!

Pfizer Inc. (NYSE: PFE) and Valneva SE (NASDAQ: VALN) reported on August 14 that the European Medicines Agency has validated the Marketing Authorization Application for PF-07307405, the companies' experimental Lyme disease vaccine candidate, and…

bloomberg.com - Lucca de Paoli - Crispin Odey's Lifetime Ban Blocks Routes Back to City of London
Crispin Odey's Lifetime Ban Blocks Routes Back to City of London
Bloomberg

Crispin Odey was one of the Square Mile's best-known investors, and his eponymous firm was naturally courted by the biggest banks in London. But he also had a reputation that led some in the industry to take precautions. Long before the hedge fund…

yahoo.com - Soumya Eswaran - Here's Why Sotera Health Company (SHC) Surges 25% in Q2
Here's Why Sotera Health Company (SHC) Surges 25% in Q2
Yahoo!

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI…

yahoo.com - Ali Ahmed - Zumiez (ZUMZ) Falls on Weak Results and Lower Outlook, But Is the Selloff Overdone?
Zumiez (ZUMZ) Falls on Weak Results and Lower Outlook, But Is the Selloff Overdone?
Yahoo!

On September 10, Zumiez Inc. (NASDAQ: ZUMZ) reported weaker-than-expected results for its second quarter ended August 1, 2026, with the results falling short of Wall Street estimates and sending the stock lower. For the second quarter of fiscal…

yahoo.com - Soumya Eswaran - Broyhill Maintains Confidence in ServiceNow (NOW). Here's Why
Broyhill Maintains Confidence in ServiceNow (NOW). Here's Why
Yahoo!

Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here. The Broyhill Equity Composite gained 8.8% in Q2, trailing the MSCI All Country World Index's 15.1% and the MSCI…

yahoo.com - Soumya Eswaran - Alibaba's (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount
Alibaba's (BABA) Short-Term Capex Drag Creates a 30% Valuation Discount
Yahoo!

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…

thestandard.com.hk - The Standard 英文虎報 - China's DeepSeek hires dealmaker as CFO ahead of possible IPO
China's DeepSeek hires dealmaker as CFO ahead of possible IPO
The Standard

DeepSeek plans to hire Yan Wentao, a partner at venture-capital firm GL Ventures, as its first chief financial officer, two people with knowledge of the matter said, as the Chinese AI startup prepares for a potential initial public offering. SCROLL…

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