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.

bloomberg.com - Natalia Kniazhevich - Hedge Funds Pile Into Health Stocks Leading Market in Rotation
Hedge Funds Pile Into Health Stocks Leading Market in Rotation
Bloomberg

As investors reconsider massive bets on artificial intelligence stocks, a rotation toward more defensive corners of the US equity market has left a clear winner this month: health-care companies. The S&P 500 Health Care Index is up 10% through…

247wallst.com - Joey Frenette - Bill Ackman's Legendary Hedge Fund Could IPO in 2026-Should You Buy?
Bill Ackman's Legendary Hedge Fund Could IPO in 2026-Should You Buy?
24/7 Wall St

It might not take all too long before public market investors can finally punch a ticket to Bill Ackman's Pershing Square Holdings, as it looks to IPO potentially in the early quarters (perhaps as soon as Q1) of next year, at least according to FT.

businessinsider.com - Bradley Saacks - Healthcare investor Catalio Capital, which counts KKR and Brevan Howard as backers, just hired a new partner
Healthcare investor Catalio Capital, which counts KKR and Brevan Howard as backers, just hired a new partner
Business Insider

Catalio Capital Management is adding to its team. The $2.3 billion healthcare investor has hired Ajay Mantha as a partner within its hedge fund, Catalio Public Equities, according to a note to investors seen by Business Insider. Mantha previously…

afr.com - Jonathan Shapiro - From Meta to Microsoft, tech giants are eyeing Australia's bond market
From Meta to Microsoft, tech giants are eyeing Australia's bond market
Australian Financial Review

Gift 5 articles to anyone you choose each month when you subscribe. Subscribe now Already a subscriber? The artificial intelligence theme has been all pervasive in global equity markets as the so-called hyperscalers have powered global benchmarks…

bloomberg.com - Credit Edge: Arini Says Europe's Private Debt Beats US
Credit Edge: Arini Says Europe's Private Debt Beats US
Bloomberg

Global investors are looking more at European private credit as US returns get squeezed, according to London-based hedge fund Arini. “They want to focus on a place where they think there's rule of law, where they think there's opportunity…

businessinsider.com - Lloyd Lee - Big Short' investor Michael Burry says Nvidia's memo was 'disappointing' - and he's betting against it and Palantir
Big Short' investor Michael Burry says Nvidia's memo was 'disappointing' - and he's betting against it and Palantir
Business Insider

Michael Burry has doubled down on his critique of Nvidia and other AI giants, and revealed he's betting against both it and Palantir. In a Tuesday post on his new Substack, the investor of 'The Big Short' fame called out Nvidia's recent memo to…

ibtimes.co.uk - Niloy Chakrabarti - Steve Cohen's Point72 Buys $156M Worth of Bill Holdings Shares Ahead of Potential Sale
Steve Cohen's Point72 Buys $156M Worth of Bill Holdings Shares Ahead of Potential Sale
International Business Times UK

New York Mets owner and billionaire investor Steven Cohen is known for his swift and agile approach to investing. His high-risk, high-reward strategy has earned him a personal wealth of $23 billion (£17.4 billion), according to Forbes. Cohen…

marketbeat.com - Plymouth Industrial REIT (NYSE:PLYM) Reaches New 52-Week High - What's Next?
Plymouth Industrial REIT (NYSE:PLYM) Reaches New 52-Week High - What's Next?
MarketBeat

Plymouth Industrial REIT (NYSE:PLYM - Get Free Report) hit a new 52-week high during trading on Tuesday. The company traded as high as $22.74 and last traded at $22.6450, with a volume of 2219072 shares. The stock had previously closed at $22.18.

seekingalpha.com - David Desjardins - IREN: When Large AI Infrastructure Projects Meet A Small-Scale Balance Sheet (IREN)
IREN: When Large AI Infrastructure Projects Meet A Small-Scale Balance Sheet (IREN)
Seeking Alpha

Along with CoreWeave, Nebius, Nscale, Lambda, and Crusoe, IREN is one of the leading providers of AI cloud infrastructure in North America. One of IREN's most important competitive strengths is its 3 GW of contracted power, primarily located in…

nytimes.com - Alan Rappeport - As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
As Prices Pinch, Bessent Looks for Ways to Mollify Wary Consumers
The New York Times

Before Scott Bessent became Treasury secretary, he told his hedge fund investors that President Trump's tariff gun would be rarely discharged if he won a second term. Mr. Bessent labeled tariffs “inflationary” and argued that a weak…

marketbeat.com - Insider Buying: Innovative Industrial Properties (NYSE:IIPR) Chairman Purchases 2,600 Shares of Stock
Insider Buying: Innovative Industrial Properties (NYSE:IIPR) Chairman Purchases 2,600 Shares of Stock
MarketBeat

Innovative Industrial Properties, Inc. (NYSE:IIPR - Get Free Report) Chairman Alan Gold purchased 2,600 shares of the stock in a transaction dated Monday, November 24th. The shares were acquired at an average price of $49.09 per share, with a total…

foxbusiness.com - Amanda Macias - Bessent wraps up Fed chair interviews as Trump's decision expected before Christmas
Bessent wraps up Fed chair interviews as Trump's decision expected before Christmas
Fox Business

Treasury Secretary Scott Bessent has wrapped up interviews this week for the top spot at the Federal Reserve. Bessent, who has been interviewing candidates since Labor Day, has previously said that he wants to 'see people who are forward-looking…

cnbc.com - Alex Harring - Alphabet hits record highs, Burry's AI concerns, Ukraine peace plan and more in Morning Squawk
Alphabet hits record highs, Burry's AI concerns, Ukraine peace plan and more in Morning Squawk
CNBC

Alphabet shares rose to all-time highs, the latest sign of investor excitement following the release of its upgraded Gemini 3 model. The stock market's recovery rally continued, with the Dow jumping more than 600 points. Nearly 85,000 U.S. sellers…

axios.com - Sara Fischer - Scripps adopts poison pill to thwart Sinclair takeover attempt
Scripps adopts poison pill to thwart Sinclair takeover attempt
Axios

E.W. Scripps, the family controlled local broadcast conglomerate, on Wednesday adopted a shareholder rights plan, known as a 'poison pill' tactic, to deflect a $538 million hostile takeover bid from the larger family controlled broadcaster Sinclair…

marketbeat.com - Mueller Industries (NYSE:MLI) Director Sells $459,981.76 in Stock
Mueller Industries (NYSE:MLI) Director Sells $459,981.76 in Stock
MarketBeat

Mueller Industries, Inc. (NYSE:MLI - Get Free Report) Director Scott Jay Goldman sold 4,234 shares of the business's stock in a transaction that occurred on Tuesday, November 25th. The stock was sold at an average price of $108.64, for a total…

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