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.
Billionaire hedge fund manager Bill Ackman unveils 6 new stocks he's betting on
Bill Ackman took advantage of the stock market roller coaster ride this summer to add six new stocks to Pershing Square's portfolio last quarter. In his quarterly letter to investors on the fund's performance, the billionaire hedge fund manager…
AI's infrastructure boom is getting more leveraged - and harder to track
Hyperscalers' debt issuance and Situational Awareness's unravelling have brought the increasingly leveraged foundations of the AI boom into sharp focus. Nvidia has unveiled plans for a new AI funding push that could involve using infrastructure as…
Loss of Market Share in U.S. Antitrust Consulting Pressures FTI Consulting's (FCN) Top-Line Performance
Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for 'Sycamore Mid Cap Value Equity Strategy'. A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team…
Bank Of Japan Confronts 'Bond Vigilantes' At A Risky Moment
Kazuo Ueda, governor of the Bank of Japan (BOJ), during a news conference at the central bank's headquarters in Tokyo, Japan, on Friday, July 31, 2026. Bank of Japan Governor Kazuo Ueda's carefully laid plans for 2026 are unraveling in real time.
Lower Capex Outlook and Leadership Change Weighed on Expand Energy Corp. (EXE)
Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for 'Sycamore Mid Cap Value Equity Strategy'. A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team…
Devon Energy Corp. (DVN) Slipped Post-Acquisition
Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for 'Sycamore Mid Cap Value Equity Strategy'. A copy of the letter can be downloaded here. Sycamore Capital's Mid Cap Value investment team…
Bill Ackman Calls His New Fund's Slumping Stock Price 'Frankly Absurd'
Bill Ackman's stock-picking funds are trailing the broader market so far this year. He's hoping a portfolio makeover, including fresh bets on companies such as Netflix and Visa, can help turn things around. The billionaire investor held his first…
Bill Ackman once exited his Netflix stake in a huff. He's buying the streaming giant again, as well as these five stocks.
Pershing Square CEO Bill Ackman, who stormed out of his Netflix investment a few years ago, has rekindled that old flame. In the first half of 2026, the hedge-fund manager also put money on five other names, saying that a stock market overly…
Billionaire Bill Ackman Just Invested 5% of Pershing Square Capital Management's Portfolio in Netflix. Should Investors Follow Suit?
When it comes to investing pedigree, Bill Ackman has earned his stripes. The well-known activist investor heads up Pershing Square Capital Management -- the hedge fund he founded -- with roughly $23 billion in assets under management. His hedge…
New York Gubernatorial Candidate Blakeman Wants To End The BitLicense
County Executive Blakeman speaks with PubKey co-founder Thomas Pacchia (R) and River CEO and CTO Alex Leishman (L) Earlier today, New York gubernatorial candidate and current Nassau County Executive Bruce Blakeman made an appearance at New York…
The DEI Industry Finally Found Its Icarus
Jason Arday's resignation is not a personal tragedy. It is an indictment of an industry, in academia and in publishing, that stopped checking IDs at the door. Jason Arday resigned his Cambridge professorship and his Jesus College fellowship on…
Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years
NEW YORK, Aug 13 (Reuters) - Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares starting in the…
Why Netflix Stock Rallied Today
Shares of Netflix (NFLX +3.55%) charged sharply higher Thursday morning, climbing as much as 4.7%. As of 11:30 a.m. ET, the stock was still up 3.52%. The streaming video specialist got a vote of confidence from one of the world's most notable hedge…
How a niche copper trade became a real-time gauge of Trump's next tariff move
The price premium between U.S. COMEX copper futures and London Metal Exchange prices is becoming a real-time gauge of potential tariffs on refined copper. Societe Generale estimates that the current premium implies a 14.6% chance of a 15% tariff in…
Blue Bird Stock: An Unexpected Chance To Buy A Long-Term Compounder
Blue Bird Corporation is rated a buy after a 17% pullback, with DCF-based fair value at $77–81 per share, implying 18–24% upside. Q3 results were strong: $517M revenue beat, adjusted EPS met expectations, and FY26 EBITDA guidance was…
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