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.
Widow maker no more: Why hedge funds aren't afraid to short the banks
The big four banks are in the crosshairs of the hedge fund community – and if history is any guide, it's the speculators who are doomed to fail. But this time could very well be different, and the source and motivations for betting against…
Hedge funds double short bets on big four banks to record $11 billion
Australia's major banks are under a fresh attack from hedge funds who have doubled their short positions in the past six months to almost $11 billion, betting the sector's earnings will fall amid expectations that interest rate rises and proposed…
Hedge Fund Investor Says Today's AI Boom Is 'Nothing' Compared to 1999 Dot-Com Bubble
As concerns grow that today's AI rally is starting to resemble the dot-com bubble, hedge fund investor Gavin Baker pushed back on that comparison during a recent appearance on the All-In Podcast. Baker argued that today's AI boom is “a…
Veteran Hedge Fund Manager: Anthropic Targets $500 Billion Market Opportunity as 'Just Coding Alone Has Completely Taken Off
Whale Rock Capital founder and veteran hedge fund manager Alex Sacerdote laid out one of the clearest bull cases for the AI buildout on Episode 477 of the Invest Like the Best podcast. His argument is that AI-powered coding is the proven unlock of…
The Future of Finance Jobs In The Age Of AI
Financial professional speaks with two clients in an office. While AI may largely influence fewer job listings for particular finance jobs, it is also starting to provide a few opportunities as well. Artificial intelligence is completely…
AAR Corp (AIR) is Gaining from an Aging Fleet of Airplanes
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP appreciated by 2.69% net of fees…
Billionaire Tom Steyer Fails To Make California Gubernatorial Runoff
Billionaire Tom Steyer failed to qualify for California's gubernatorial runoff, after spending more than $200 million of his own fortune on the race. Steyer received over 22% of the vote in California when the gubernatorial race was called. Photo…
Night Watch Investment Management Sold Off Its Stake in Copa (CPA) in Q1
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. In Q1 2026, Night Watch Investment Management LP appreciated by 2.69% net of fees…
Microsoft Corporation (MSFT): Valuation Gap Signals Opportunity?
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q1 2026, with…
London Company Income Equity Strategy Added Berkshire Hathaway (BRK-B) Over Buyback Resumption
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities…
Dominion Energy (D) is Poised to Benefit from Data Center Expansion
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities…
AI Monetization Timelines Weighed on Microsoft Corporation (MSFT) in Q1
The London Company, an investment management company, released its first-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter is available to download here. In early 2026, US equities…
Dodge and Cox Fund Initiated Booking Holdings (BKNG) on Overlooked Advantage
Dodge & Cox Fund, an investment management company, released its first-quarter 2026 investor letter for “Dodge and Cox Stock Fund”. A copy of the letter is available to download here. U.S. equities declined broadly in Q1 2026, with…
Brighthouse Financial, Inc. (BHF) Stock Forecasts
Brighthouse Financial provides life insurance and annuity products in the U.S. The company was spun-off from MetLife in August 2017. It has approximately 1500 employees. Exclusive reports, detailed company profiles, and best-in-class trade insights…
Sun Life Financial Inc. (SLF) Stock Forecasts
Sun Life Financial Inc., based in Toronto, is a leading life insurance company with operations in Canada, the U.S., and Asia. The company distributes its insurance products and other financial services through direct sales agents. It has…
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