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.
Singapore's GIC to invest another US$30 billion in hedge funds
Singapore sovereign wealth fund GIC plans to deploy an additional US$30 billion (HK$234 billion) into hedge funds and is spreading its bets across AI, top executives said, while reporting its weakest long-run returns since 2020. SCROLL TO CONTINUE…
Why fixing the housing crisis for under-40s could trigger 10% Treasury yields
Another surge in oil prices is stoking inflation concerns and helping force benchmark borrowing costs to multi-month highs. The 10-year Treasury yield, which moves inversely to the bond price, closed Thursday at 4.703%, the highest since…
Citadel Billionaire Ken Griffin Cleared To Own An Entire Miami City Block
City commissioners in Miami will allow billionaire Citadel CEO Ken Griffin to purchase a plot of land in Miami's Brickell neighborhood for $2.98 million, across the street from the site of his planned Citadel headquarters—the last plot on a…
Howmet Aerospace (HWM) Positions to Benefit from Prudent Capital Allocation
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the 'US Equity Strategy'. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in…
Will Costco (COST) be Able to Continue High Dividend Growth?
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the 'US Equity Strategy'. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in…
Ultra Clean Holdings (UCTT) Surged on Strong Results and Improving Semiconductor Spending
Rewey Asset Management, an investment management firm, released its 'RAM Smid Composite' investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. RAM Smid Composite gained 20.06% in the second quarter of 2026…
Top Healthcare Stocks Beyond The Market Rotation Averaging 128% Forward EPS Growth
Healthcare stocks have outperformed in the past month amid a rotation away from the AI trade and other risk-on investments. Global fund managers increased positions in healthcare more than any other sector or asset, according to Bank of America's…
Does Mispricing Offer Opportunity in Mastercard (MA)?
Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term…
Orthofix Medical (OFIX) Looks Attractive After CMS Reversed Its Reimbursement
Rewey Asset Management, an investment management firm, released its 'RAM Smid Composite' investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. Rewey Asset Management, an investment management firm, released…
Generative AI Disruption Fears Hurt Intuit (INTU)
Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the 'US Equity Strategy'. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in…
Wall Street and GOP slams Trump's plan to charge for early Truth Social access
President Trump's plan to offer early access to his Truth Social posts in exchange for huge monthly fees has not landed well with Wall Street or the GOP. Trump Media & Technology Group, the company behind Truth Social, unveiled the plans…
Instant access to Trump's thoughts now costs $100,000 a month
Get your news from a source that's not owned and controlled by oligarchs. Sign up for the free Mother Jones Daily. Truth Social announced last week that it was selling immediate access—or at least as close as possible—to President…
David Tepper Has 5% of His Portfolio in This Little-Known Energy Stock. Here's Why.
Billionaire David Tepper made the bulk of his fortune investing on Wall Street, so it's understandable that people would peek into his hedge fund's holdings to get a look at where he's placing his bets. As of the first quarter (Q1), Tepper's hedge…
Bucktin: Trump's tariffs, war and family grift are making the whole world poorer
Donald Trump has spent decades presenting himself as a financial genius. His strongest evidence remains that he managed to bankrupt a casino, a business designed so that the customers are statistically guaranteed to lose. Now that same grasp of…
Boom in tech wealth is fueling record prices for dinosaur bones, art and watches, auction houses say
The major auction houses racked up nearly $10 billion in sales in the first half, marking one of the strongest-ever starts to the year. Auction houses said the strength is across the board, in almost all price points and almost every category. A…
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