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.

gizmodo.com - Matthew Phelan - Hedge Funds Are Hiring Climate Scientists to Profit Off Extreme Weather Risks
Hedge Funds Are Hiring Climate Scientists to Profit Off Extreme Weather Risks
Gizmodo | The Future Is Here

Attention: DOGE'd and RIF'ed U.S. government meteorologists and climate scientists. JPMorgan Chase & Co. is looking to hire a new executive director focused on “catastrophe modeling.” Ideally, someone who could be a “subject…

seekingalpha.com - Max Gottlich - Hedge funds go max short Fed-cut hopes - BBG (TLT:NASDAQ)
Hedge funds go max short Fed-cut hopes - BBG (TLT:NASDAQ)
Seeking Alpha

Leveraged funds have amassed their largest-ever short position in SOFR futures, signaling growing conviction among hedge funds that U.S. interest rates will remain elevated longer than markets currently expect. According to Commodity Futures…

businessinsider.com - Bradley Saacks - Cathie Wood's latest big bet on Elon Musk is about to pay off
Cathie Wood's latest big bet on Elon Musk is about to pay off
Business Insider

One of Elon Musk's biggest advocates could soon be rewarded, again, for her conviction. ARK Invest's Cathie Wood made a name for herself because of her unflinching trust in Musk, Tesla, and a portfolio of pioneering tech companies, even as rising…

bloomberg.com - Javier Blas - Ten Reasons Oil Is Still Below $100 a Barrel
Ten Reasons Oil Is Still Below $100 a Barrel
Bloomberg

Regular readers will know that I've been more sanguine than many about the likely impact what is undoubtedly a massive oil shock being delivered by the war in Iran. But the market has still managed to surprise me: More than 100 days into the war…

yahoo.com - Soumya Eswaran - AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
Yahoo!

Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP appreciated by 2.69% net of fees…

nytimes.com - Henry Bushnell - U.S. Soccer wanted a top coach for the 2026 World Cup. Billionaires helped make it happen
U.S. Soccer wanted a top coach for the 2026 World Cup. Billionaires helped make it happen
The New York Times

In June and July of 2024, frustration burned through American soccer. The U.S. men's national team had just crashed out of the Copa América, a prestigious continental tournament. As bitter fans trudged down ramps at Arrowhead Stadium in…

yahoo.com - Soumya Eswaran - Night Watch Investment Management Sold Off Its Stake in Copa (CPA) in Q1
Night Watch Investment Management Sold Off Its Stake in Copa (CPA) in Q1
Yahoo!

Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP appreciated by 2.69% net of fees…

yahoo.com - Soumya Eswaran - Microsoft Corporation (MSFT): Valuation Gap Signals Opportunity?
Microsoft Corporation (MSFT): Valuation Gap Signals Opportunity?
Yahoo!

Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q1 2026, with…

yahoo.com - Soumya Eswaran - London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption
Yahoo!

The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities…

yahoo.com - Soumya Eswaran - Dominion Energy (D) is Poised to Benefit from Data Center Expansion
Dominion Energy (D) is Poised to Benefit from Data Center Expansion
Yahoo!

The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities…

yahoo.com - Soumya Eswaran - AI Monetization Timelines Weighed on Microsoft Corporation (MSFT) in Q1
AI Monetization Timelines Weighed on Microsoft Corporation (MSFT) in Q1
Yahoo!

The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities…

afr.com - Anthony Macdonald - Chemist Warehouse gets the crocodile roll treatment
Chemist Warehouse gets the crocodile roll treatment
Australian Financial Review

As soon as a listed company is caught chasing down a big target, life gets much harder. Analysts run numbers on equity raisings, bankers and hedge funds get excited, quiet investors get vocal, and pressure builds. Everything can quickly spiral out…

yahoo.com - Soumya Eswaran - Dodge and Cox Fund Initiated Booking Holdings (BKNG) on Overlooked Advantage
Dodge and Cox Fund Initiated Booking Holdings (BKNG) on Overlooked Advantage
Yahoo!

Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q1 2026, with…

afr.com - Mark Wembridge - Northern Star activist investor steps up pressure for major changes
Northern Star activist investor steps up pressure for major changes
Australian Financial Review

Northern Star Resources' under-fire board underestimates the scale of its troubles and must be open to all options, including a full sale, according to the activist hedge fund targeting the embattled gold miner. Elliott Investment Management said…

seekingalpha.com - Khaveen Investments - Lattice Stock: Data Centers Fuel Growth as Competitive Risks Mount (NASDAQ:LSCC)
Lattice Stock: Data Centers Fuel Growth as Competitive Risks Mount (NASDAQ:LSCC)
Seeking Alpha

Lattice's growth is increasingly driven by its Communications & Computing segment, particularly strong data center server demand, offsetting weakness in Industrials & Embedded. FPGAs remain essential in data centers for power management, security…

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