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 are Bullish on AstraZeneca PLC (AZN)
AstraZeneca PLC (NYSE: AZN) topped second-quarter profit expectations, with core earnings per share of $2.63 versus the $2.48 analysts expected. The firm reiterated its target of $80 billion in annual revenue by 2030. However, the quarter also…
AI Investors Are Suddenly Quaking in Their Boots
Can't-miss innovations from the bleeding edge of science and tech German AI researcher and hedge fund manager Leopold Aschenbrenner became the poster child for the hubris of an AI-obsessed Wall Street last month. Some $35 billion of investors'…
Exclusive: River Markets announces $8.5 million seed round to build prediction market trading tools for institutions
Prediction markets are getting serious. Once confined to casual betting, financial institutions now view them as valuable tools to hedge risks and trade on economic events. Yet this fast-growing industry remains scattered across numerous venues.
Rebuilt Leadership Teams Make VF Corp (VFC) a Quality Turnaround Story
Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance…
Frontdoor's (FTDR) Free Cash Flow Powers Upward Potential
Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance…
Operational Recovery Positions Advance Auto Parts (AAP) for Gains
Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance…
Hinde Group Boosts Amazon.com (AMZN) Amid AI Capacity Bottlenecks and High Enterprise Backlog in AWS
Hinde Group, an investment management company, has released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The portfolio delivered a net return of 7.89% in the second quarter, bringing the YTD returns to…
Unlocking Alibaba's (BABA) Transformation Beyond Distribution
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January…
PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January…
Curreen Capital: TriNet (TNET) is a 'Crazy-Cheap' Turnaround
Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance…
Turkish Funds Urge Action as Stock Swings Threaten MSCI Status
Turkish investment funds are urging authorities to crack down on unusual trading activity that's sent some stock prices soaring and has put the nation at risk of exclusion from major equity benchmarks. Money managers overseeing some of the nation's…
Marshall Wace's legal tussle with Citadel isn't the only issue for the $80 billion firm's young credit unit
Marshall Wace's foray into credit investing hasn't started smoothly. The $80 billion hedge fund's first big hire to run the unit — former Citadel portfolio manager Dan Shatz — has resulted in a legal tussle with Ken Griffin's firm.
Honeywell Aerospace (HONA) Trade Settles at Valuation Discount Following Spin-off
Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road's long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining…
[REPORTER'S NOTEBOOK] Korea's stock market is missing 'long money'
Koreans were largely skeptical when President Lee Jae Myung took office last June with the goal of pushing the KOSPI from 2,000 to 5,000. According to the Korea Corporate Governance Forum, a 100 million won ($70,691) investment in the U.S. stock…
Perma Fix Environmental Services' (PESI) Strong Backlog Overshadows Weak Results
Long Cast Advisers, an independent registered investment adviser, released its Q2 2026 investor letter. A copy can be downloaded here. The firm reported strong earnings in the second quarter, with results improving 20%, bringing year-to-date…
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