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 Turn Bullish on Wheat for First Time in Four Years
Hedge funds have turned net bullish on wheat for the first time in nearly four years, betting on higher prices driven by dry weather in the US and a shortage of fertilizer and fuel arising from the war in the Middle East. Long positions on Chicago…
As a Former Hedge Fund Analyst, These Are the 3 Stocks I'd Be Pitching My Portfolio Manager Today
I previously worked as an equity analyst for a hedge fund with over $500 million in assets under management. I was a generalist, but focused mainly on the tech, consumer, and energy sectors. Part of my job was pitching stock ideas to my portfolio…
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Hedge Funds Are Betting Against Super Micro. Should You Go Against the Grain and Buy SMCI Stock Here?
Once a key beneficiary of the artificial intelligence (AI) boom, Super Micro Computer (SMCI) rode the explosive wave of demand for storage and networking solutions built for data centers, cloud infrastructure, and enterprise AI. And for a while, it…
Tiger Cubs Viking, Maverick Pummeled Last Month Amid War in Iran
Some of the hedge fund industry's most prolific stock-pickers incurred big losses in March as the US and Israeli war against Iran roiled markets. Tiger Global Management 's main hedge fund tumbled 7.3% last month, while Maverick Capital 's dropped…
Here's Why American Century Investments Small Cap Value Fund Exited Patrick Industries (PATK)
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Retail investors are no longer following the market
For most of modern financial history, retail investors were treated as background noise. Institutions moved the market. Hedge funds set the tone. Analysts shaped narratives. Individual investors followed. Retail investors made up 35% of the market…
Here's Why MARA Holdings (MARA) is on the Contributors' List of American Century Investments Small Cap Value Fund
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Two Sigma Profits From Chaotic March, Beating Multistrat Peers
Two Sigma Investments ' biggest hedge funds generated standout returns during a frantic month for markets, edging out peers even as the firm grapples with executive infighting. The firm's Spectrum fund rose 2.5% last month, while its Absolute…
Amkor Technology (AMKR) Gained from Growing AI Packaging Solutions and Recovery Signals
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Here's Why Bath & Body Works (BBWI) Detracted in Q4
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Mairs & Power Small Cap Fund Expects MGP Ingredients' (MGPI) Cyclical Pressures to Ease
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here. In 2025, artificial intelligence (AI) and market concentration…
nVent Electric plc (NVT) Rallied on Surging Data Center Demand
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here. In 2025, artificial intelligence (AI) and market concentration…
Copart (CPRT) Slid on Decline in its Key Insurance Customers Volume
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. In the fourth quarter of 2025, U.S. equities demonstrated a…
Markel Group Inc. (MKL) Stock Forecasts
Based in Glen Allen, Virginia, and established in 1930, Markel Group Inc. is a specialty insurance company. Through Markel Ventures, the company invests in various industrial and service businesses that operat Exclusive reports, detailed company…
Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
Is KO a good stock to buy? We came across a bullish thesis on The Coca-Cola Company on r/dividends by IWantToPlayGame. In this article, we will summarize the bulls' thesis on KO. The Coca-Cola Company's share was trading at $75.71 as of March 27th.
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