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 Turn Bullish on Wheat for First Time in Four Years
Hedge funds have turned net bullish on wheat for the first time in nearly four years, betting on higher prices driven by dry weather in the US and a shortage of fertilizer and fuel arising from the war in the Middle East. Long positions on Chicago…
Here's Why American Century Investments Small Cap Value Fund Exited Patrick Industries (PATK)
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Rising Rupee Hedging Costs May Further Dim India's Appeal to Global Funds
This article is for subscribers only. I'm Alex Gabriel Simon in Mumbai, with a check on market mood at the start of what looks set to be another volatile week. Traders remain cautious as the Middle East conflict shows little signs of easing. US…
Here's Why MARA Holdings (MARA) is on the Contributors' List of American Century Investments Small Cap Value Fund
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Amkor Technology (AMKR) Gained from Growing AI Packaging Solutions and Recovery Signals
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Here's Why Bath & Body Works (BBWI) Detracted in Q4
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” A copy of the letter is available to download here. U.S.
Mairs & Power Small Cap Fund Expects MGP Ingredients' (MGPI) Cyclical Pressures to Ease
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here. In 2025, artificial intelligence (AI) and market concentration…
nVent Electric plc (NVT) Rallied on Surging Data Center Demand
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here. In 2025, artificial intelligence (AI) and market concentration…
Copart (CPRT) Slid on Decline in its Key Insurance Customers Volume
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. In the fourth quarter of 2025, U.S. equities demonstrated a…
Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
Is KO a good stock to buy? We came across a bullish thesis on The Coca-Cola Company on r/dividends by IWantToPlayGame. In this article, we will summarize the bulls' thesis on KO. The Coca-Cola Company's share was trading at $75.71 as of March 27th.
Markel Group Inc. (MKL) Stock Forecasts
Based in Glen Allen, Virginia, and established in 1930, Markel Group Inc. is a specialty insurance company. Through Markel Ventures, the company invests in various industrial and service businesses that operat Exclusive reports, detailed company…
Gold may reverse course once Iran war ends, Fed adopts policy easing
Gold is likely to stabilise and resume its record-setting uptrend once Middle East tensions recede and new leadership at the US Federal Reserve adopts a policy of monetary easing, according to global financial institutions. The yellow metal would…
Money managers like BlackRock and Balyasny are turning AI agents on their own reams of data to find an edge
For years, sophisticated asset managers gained an edge thanks to unique intel that didn't come from traditional market sources like stock exchanges. Now, the advantage is inside their own firms. Hedge funds and others were better able to predict…
Arista Networks Stock: AI Networking Growth With A Durable Moat (NYSE:ANET)
Arista Networks' early-mover advantage with its EOS single software image has created vendor lock-in among hyperscalers like Microsoft and Meta, supporting sustained market share gains. The transition to 1.6 Tbps and 3.2 Tbps Ethernet switches…
GVIP: Strategy Lag To Constrain Upside Capture, Increase Downside This Year
GVIP is a passively managed vehicle offering exposure to about 50 hedge-fund darlings selected quarterly using Form 13F filings. I anticipate GVIP to underperform IVV this year owing to its strategy lag resulting from the 13F filings release…
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