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.
Marshall Wace joins hedge fund peers in planning Japan office
Marshall Wace, the $90 billion U.K. money manager, plans to open a Japan office next year, joining hedge fund peers putting boots on the ground, people with knowledge of the matter have said. The Tokyo office will initially be small and host…
3 Artificial Intelligence (AI) Stocks Hedge Funds Are Buying Hand Over Fist
With the latest round of Form 13-Fs being available, investors can track what the smart money was doing during Q2. Among the most popular buys during the quarter were Amazon (AMZN -1.15%), Alphabet (GOOG -0.43%) (GOOGL -0.45%), and Taiwan…
Could Credit Acceptance (CACC) Keep Rising as Credit Trends Improve?
The London Company, an investment management company, released its second-quarter 2026 investor letter for its 'Small-Mid Cap Strategy.' The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%…
DeepSeek looks for fresh capital as founder's quant empire navigates China's choppy IPO market
DeepSeek founder Liang Wenfeng is best known for the AI model that gave China its 'ChatGPT moment.' Less visible is the quant empire that bankrolled the AI lab. As DeepSeek's funding needs grow, the AI lab is seeking fresh outside capital and won't…
Keeping a Close Watch: Garrett Motion's (GTX) Rising Share Price and Future Returns
Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%. A copy of the letter can be downloaded here. While these results are acceptable, they are overshadowed by the…
Alphabet's $515 Target Looks Ambitious - But Google Cloud Is Growing 82%
Citizens' $515 price target for Alphabet Inc. (NASDAQ: GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027…
Least Delusional AI Investor Said He's Saving Money to Buy Entire Galaxies, Ignoring the Pesky Speed of Light
Can't-miss innovations from the bleeding edge of science and tech Leopold Aschenbrenner, the founder of the ill-fated hedge fund Situational Awareness, held a belief in AI so outrageous that it's literally galaxy-brained. According to a new scoop…
Inside the 'Penthouse Syndicate' Mortgage Fraud Scandal That's Rocked Australia's Banks
Happy Friday everyone. This morning, we take a deep dive into Sydney's so-called ‘Penthouse Syndicate,' an extraordinary tale of a group that allegedly used fake documents and shell companies to take out massive loans from some of our…
Greenlight Capital Exits Victoria's Secret (VSXY) After Remarkable Turnaround
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and…
What Makes Entegris (ENTG) a Long-Term Bet?
The London Company, an investment management company, released its second-quarter 2026 investor letter for its 'Small-Mid Cap Strategy.' The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%…
Can Primo Brands (PRMB) Turn Merger Challenges Into a Free Cash Flow Opportunity?
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and…
Why Scott Bessent's $4 Billion Bond Gamble Is Spooking Asia
U.S. Secretary of Treasury Scott Bessent. SAUL LOEB / AFP via Getty Images Of all the Trump administration's economic policy initiatives, the Treasury Department's bond intervention gambit may be the riskiest yet for Asia. It's not that markets are…
Focused Leadership is Driving Sustainable Growth at White Mountains Insurance (WTM)
The London Company, an investment management company, released its second-quarter 2026 investor letter for its 'Small-Mid Cap Strategy.' The letter can be downloaded here. U.S. equities rebounded sharply in Q2, with the Russell 3000 gaining 15.4%…
Amazon Trades at 24x 2027 Earnings. Citizens Says It Should Be Worth 29x
Citizens' analyst Andrew Boone recently reiterated a Market Outperform rating on Amazon.com, Inc. (NASDAQ: AMZN) with a $315 price target. The firm noted that Amazon trades at 23.8x 2027E GAAP EPS and 10.9x 2027E EBITDA. However, it believes that…
How Wall Street's weaponized newsrooms drain your 401(k)
Anyone who has investigated its operating model would be skeptical of how intertwined its reporting and investment branches are, for instance. By its own account, “when you monetize insights rather than eyeballs, and align profits with…
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