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.
This hedge fund cashed in on Corporate Travel and WiseTech
Gus Roberts is co-portfolio manager of Solaris Investment Management's Australian equities long-short fund. The firm oversees $8.1 billion in assets. You've beaten your benchmark over the last year by five percentage points – what have been…
3 Artificial Intelligence (AI) Stocks Hedge Funds Are Buying Hand Over Fist
With the latest round of Form 13-Fs being available, investors can track what the smart money was doing during Q2. Among the most popular buys during the quarter were Amazon (AMZN -1.15%), Alphabet (GOOG -0.43%) (GOOGL -0.45%), and Taiwan…
This Hedge Fund Just Sold Sandisk and Bought Taiwan Semiconductor Manufacturing Stock. Does Wall Street Agree With the Move?
Following hedge fund moves is possible by examining a firm's 13-F filings with the Securities and Exchange Commission, disclosing their end-of-quarter holdings. Because investors only get updates once per quarter, the key is to find a fund that's…
'Nostradamus of AI' promised to buy wife a galaxy - then his $45B hedge fund blew up
AI savants are known for their bold predictions. Leopold Aschenbrenner, the so-called “Nostradamus of AI,” took things to another level, reportedly promising his future wife he would someday buy her not a yacht or a mansion, but a…
New rules for hedge funds, insurers, pension firms from start of September
New rules will require hedge funds, insurers and pension firms to report all non-financial wrongdoing. New rules from September will stop nearly 40,000 companies from hiding bullying and harassment cases from the financial watchdog. The Financial…
Could Credit Acceptance (CACC) Keep Rising as Credit Trends Improve?
The London Company, an investment management company, released its second-quarter 2026 investor letter for its 'Small-Mid Cap Strategy.' The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%…
Keeping a Close Watch: Garrett Motion's (GTX) Rising Share Price and Future Returns
Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%. A copy of the letter can be downloaded here. While these results are acceptable, they are overshadowed by the…
City firms race to prepare for FCA crackdown on bullying and harassment
The City's largest hedge funds, insurers and pension funds are racing to prepare for sweeping rules that will stop nearly 40,000 companies from hiding bullying and harassment cases from the financial watchdog. From the start of next month, the…
Alphabet's $515 Target Looks Ambitious - But Google Cloud Is Growing 82%
Citizens' $515 price target for Alphabet Inc. (NASDAQ: GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027…
Least Delusional AI Investor Said He's Saving Money to Buy Entire Galaxies, Ignoring the Pesky Speed of Light
Can't-miss innovations from the bleeding edge of science and tech Leopold Aschenbrenner, the founder of the ill-fated hedge fund Situational Awareness, held a belief in AI so outrageous that it's literally galaxy-brained. According to a new scoop…
Greenlight Capital Exits Victoria's Secret (VSXY) After Remarkable Turnaround
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and…
What Makes Entegris (ENTG) a Long-Term Bet?
The London Company, an investment management company, released its second-quarter 2026 investor letter for its 'Small-Mid Cap Strategy.' The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%…
Can Primo Brands (PRMB) Turn Merger Challenges Into a Free Cash Flow Opportunity?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and…
Focused Leadership is Driving Sustainable Growth at White Mountains Insurance (WTM)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its 'Small-Mid Cap Strategy.' The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%…
Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x
Citizens' analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ: AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that…
Receive a Daily briefing on Hedge Fund Industry News
Get Started