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 record decade-high weekly buying in Korea, Japan, Taiwan equities, Morgan Stanley says
HONG KONG, May 12: Global hedge funds ramped up bets on Asia, with weekly buying of South Korean, Japanese and Taiwanese stocks hitting a 10-year high last week, according to a Morgan Stanley client note. Most of the equities buying 'took place…
This Hedge Fund Darling Might Be a Sleeper AI Giant - and the Stock Is Just Beginning To Move
For some reason or another, many of the big hedge funds still have faith in shares of The Walt Disney Company (NYSE:DIS | DIS Price Prediction), which have done next to nothing, gaining a mere 7%, in the last 10 years. Undoubtedly, Disney is a…
DoorDash (DASH) Results Reinforced Market Share Gains
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
Reed Hastings Says Liberal Arts Is Making A Comeback. It Never Left.
MILAN, ITALY - OCTOBER 22: Co-founder and CEO of Netflix Reed Hastings attends a red carpet for the Netflix launch at Palazzo Del Ghiaccio on October 22, 2015 in Milan, Italy. (Photo by Jacopo Raule/Getty Images) Speaking to Reid Hoffman on the…
Here's Why the Artisan Mid Cap Fund Established a Position in Semtech (SMTC)
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
Comfort Systems USA (FIX) Rallied on Strong Demand from Data Center Construction
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
What Makes SiTime Corporation (SITM) an Investment Choice?
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
Here's How Littelfuse (LFUS) Overcame Tariff Fears for Major Gains
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In a volatile but positive quarter, the…
U.S. Dollar 'Collapse'-A $39 Trillion Debt 'Crisis' Is Quietly Predicted To Trigger A Huge Bitcoin Price Boom To Rival Gold
05/11 update below. This post was originally published on May 9 Bitcoin has rocketed 30% since the beginning of the U.S. war in Iran (with two massive shocks now hurtling toward the bitcoin price). Sign up now for CryptoCodex —A free crypto…
Artisan Mid Cap Fund Reduced Wingstop (WING) Due to Concerns on Softening Near-Term Profit Cycle
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
TD Synnex (SNX) Is Benefitting By Diversifying into Software, Security, And Services
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In a volatile but positive quarter, the…
What Makes First American Financial (FAF) an Investment Bet?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In a volatile but positive quarter, the…
Iran War Is Triggering a New China Push on Clean Tech Exports
China's green technology exporters are aiming to seize new opportunities as the Iran war disrupts fuel and power supplies, lifting demand globally for clean energy. Today's newsletter examines how the companies are seeking to woo new markets and…
Apple TV confirms what's next for 'Your Friends and Neighbors'
Apple TV confirmed “Your Friends & Neighbors” will be returning for a third season. The streamer has some serious confidence in its hit drama. After premiering April 1, 2025, it's releasing three seasons of the show in as many years…
EBay rejects GameStop's $56 billion bid as 'neither credible nor attractive'
EBay on Tuesday rejected an ambitious $56 billion takeover bid from the much smaller GameStop on doubts over the financing of the deal, while underscoring its turnaround efforts that have boosted growth. Analysts and investors have…
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