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.

thestandard.com.hk - The Standard 英文虎報 - Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says
Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says
The Standard

Hedge fund bets that healthcare stocks will rise neared a five-year high last week, a Goldman Sachs note showed, as cash-rich speculators believe AI-driven breakthroughs and rich financing conditions will prove profitable. SCROLL TO CONTINUE WITH…

afr.com - Alex Gluyas - Hedge funds target Fortescue amid $11b short on ASX mining giants
Hedge funds target Fortescue amid $11b short on ASX mining giants
Australian Financial Review

Andrew Forrest's Fortescue is being increasingly targeted by hedge funds as the mining giant faces mounting pressure from Beijing's iron ore buyer to cut prices for the steel-making ingredient or risk being squeezed out of the market. Short…

yahoo.com - By Nell Mackenzie - Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says
Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman says
Yahoo!

LONDON, July 27 (Reuters) - Hedge fund bets that healthcare stocks will rise neared a five-year high last week, a Goldman Sachs note showed, as cash-rich ‌speculators believe AI-driven breakthroughs and rich financing conditions will prove…

pcgamer.com - Andy Chalk - EA is 'a hedge fund with a videogame hobby,' former Dragon Age boss says, and that's why he reckons the series is probably dead and buried
EA is 'a hedge fund with a videogame hobby,' former Dragon Age boss says, and that's why he reckons the series is probably dead and buried
PC Gamer

Electronic Arts' big RPG series Dragon Age did not get a happy ending. The most recent game in the series, Dragon Age: The Veilguard, failed to meet sales targets, and EA quickly beat feet in the other direction, putting the torch to BioWare on the…

yahoo.com - Soumya Eswaran - Will LSB Industries (LXU) be Able to Generate Strong Free Cash Flow?
Will LSB Industries (LXU) be Able to Generate Strong Free Cash Flow?
Yahoo!

Riverwater Partners, an investment management company, released its 'Micro Opportunities Strategy' Q2 2026 investor letter. A copy of the letter is available to download here. In Q2 2026, the Micro Opportunities strategy underperformed the Russell…

yahoo.com - Soumya Eswaran - CRA International (CRAI) Looks Attractive Amid Market Misconceptions
CRA International (CRAI) Looks Attractive Amid Market Misconceptions
Yahoo!

Riverwater Partners, an investment management company, released its 'Micro Opportunities Strategy' Q2 2026 investor letter. A copy of the letter is available to download here. In Q2 2026, the Micro Opportunities strategy underperformed the Russell…

seekingalpha.com - Gil Rotstein - Alphabet: It's Still A Bull Market (NASDAQ:GOOG)
Alphabet: It's Still A Bull Market (NASDAQ:GOOG)
Seeking Alpha

Alphabet Inc. has defied fears over Search disruption, posting 17% YoY Search revenue growth and narrowing the AI gap with Gemini's rapid adoption. GOOGL's Cloud revenue surged 82% YoY, with operating margins expanding to 35.6%, and the company…

yahoo.com - Soumya Eswaran - Buyback Announcement Makes Allot (ALLT) Attractive
Buyback Announcement Makes Allot (ALLT) Attractive
Yahoo!

Riverwater Partners, an investment management company, released its 'Micro Opportunities Strategy' Q2 2026 investor letter. A copy of the letter is available to download here. In Q2 2026, the Micro Opportunities strategy underperformed the Russell…

yahoo.com - Soumya Eswaran - Iradimed Corporation (IRMD) Sales Reflects The Fund's Valuation and Sizing Discipline
Iradimed Corporation (IRMD) Sales Reflects The Fund's Valuation and Sizing Discipline
Yahoo!

Riverwater Partners, an investment management company, released its 'Micro Opportunities Strategy' Q2 2026 investor letter. A copy of the letter is available to download here. In Q2 2026, the Micro Opportunities strategy underperformed the Russell…

yahoo.com - Soumya Eswaran - Excessive Extrapolation Pressured Globant S.A. (GLOB)
Excessive Extrapolation Pressured Globant S.A. (GLOB)
Yahoo!

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the…

yahoo.com - Soumya Eswaran - The Campbell's Company (CPB) Offers Promising Upside Despite Past Challenges
The Campbell's Company (CPB) Offers Promising Upside Despite Past Challenges
Yahoo!

Brandes Investment Partners, an asset management company, released its second-quarter 2026 investor letter for its ' Brandes Small Cap Value Fund'. A copy of the letter is available to download here. In Q2 2026, the Fund underperformed the Russell…

yahoo.com - Ricardo Pillai - Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand
Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand
Yahoo!

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the 'Carillon Eagle Growth & Income Fund'. A copy of the letter is available to download here. The second quarter of 2026 was driven by…

yahoo.com - Ricardo Pillai - Broadcom (AVGO) Rose on Strong Custom Silicon Demand and New Client Wins
Broadcom (AVGO) Rose on Strong Custom Silicon Demand and New Client Wins
Yahoo!

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the 'Carillon Eagle Growth & Income Fund'. A copy of the letter is available to download here. The second quarter of 2026 was driven by…

yahoo.com - Ricardo Pillai - Hewlett Packard Enterprise (HPE) Rose on Strong AI Server Demand and Juniper Integration
Hewlett Packard Enterprise (HPE) Rose on Strong AI Server Demand and Juniper Integration
Yahoo!

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the 'Carillon Eagle Growth & Income Fund'. A copy of the letter is available to download here. The second quarter of 2026 was driven by…

yahoo.com - W.R. Berkley Corporation (WRB) Stock Forecasts
W.R. Berkley Corporation (WRB) Stock Forecasts
Yahoo!

Founded in 1967 and based in Greenwich, Connecticut, W.R. Berkley Corp. is among the largest commercial line P&C insurers in the U.S. The company offers a variety of insurance services from reinsurance to workers' compensation third-party…

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