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.
Hedge funds circle UK stocks as new PM Andy Burnham pledges 'new economic model
Investors are eyeing a slew of stock-picking opportunities emerging from the policy shift under new Prime Minister Andy Burnham. Hedge funds' publicly-disclosed short positions in U.K. equities soared in the first half of 2026. Burnham, who this…
Calamos Hedged Equity Fund Q2 2026 Commentary
The fund advanced 7.9%, capturing roughly half the move of the S&P 500 Index while remaining fully hedged. During the quarter, we rolled our base hedge out to December 2027, locking in a structure built to deliver 60% to 65% of the market's upside…
The New Investment Risk-Not Volatility, But Endurance
Stocks keep hitting records. Wall Street just booked its best trading year ever. And yet underneath the calm, something has quietly shifted-- markets are no longer simply pricing risk--they're pricing endurance. Whoever can outlast a downturn…
How a Kalshi executive is pitching Wall Street on prediction markets
Prediction markets planted their flag on Main Street. Now they're targeting Wall Street. Yesterday afternoon, I spoke with Andy Ross, Kalshi's head of institutional, about the platform's push to get institutional investors on board. The 40-minute…
Tradeweb Markets: The Path To At Least 65% Upside (NASDAQ:TW)
Tradeweb Markets Inc. remains a GARP stock, with significant upside potential tied to its dominance in electronic US interest rate trading. TW benefits from rising government deficits and volatility, driving higher trading volumes in rates markets…
Sandisk Corporation (SNDK) Rose on Stronger Pricing Dynamics
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
AI Worries Weighed on Jack Henry (JKHY) in Q2
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and…
Astera Labs (ALAB) Surged on Accelerating AI Infrastructure Spending
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
Here's What Propelled AmpliTech Group (AMPG) Higher
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the…
Fastly (FSLY) Fell as Growth Concerns Weakened Investor Conviction
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
BWX Technologies (BWXT) Lagged Despite Strong Nuclear and Defense Growth Prospects
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
DigitalOcean Holdings (DOCN) Rose on Strong Execution and Improving Growth Expectations
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
John Paulson says we are in the early stages of a long-term bull market for gold
'I do think we're in the beginnings or the early stages of a long-term bull market for gold,' Paulson said. The billionaire investor said demand for bullion continues to broaden, led by central banks that have been adding to their reserves…
Inside the stock-picking strategy run by one of Ray Dalio's former lieutenants
Mark Dinner is bringing Bridgewater's macro research style to the world of stock-picking. A longtime Ray Dalio lieutenant who spent more than a decade at Bridgewater and helped oversee the massive All-Weather fund, Dinner spent years deeply…
What Fuels Credo Technology Group Holding Ltd's (CRDO) Exceptional Return in Q2?
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the…
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