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.

forbes.com - Steven Brod - The AI Hedge Fund Blowup Wasn't A Failure Of Thesis, But Of Structure
The AI Hedge Fund Blowup Wasn't A Failure Of Thesis, But Of Structure
Forbes

Steven Brod, CEO and CIO of Crystal Capital Partners, LLC, a portfolio-centric alternative investment platform. One of the most talked-about hedge funds of the AI era reportedly went from roughly $225 million in seed capital to more than $20…

afr.com - Alex Gluyas - Companies spruiking AI becoming a red flag for hedge funds
Companies spruiking AI becoming a red flag for hedge funds
Australian Financial Review

Investors listening in on earnings calls over the last month would have been inundated with management eagerly spruiking their company's pivot toward artificial intelligence – regardless of whether the business actually uses it. About 60 per…

cnbc.com - Sara Salinas - How one hedge-fund manager built his firm to be powered entirely by AI agents
How one hedge-fund manager built his firm to be powered entirely by AI agents
CNBC

Hedge-fund manager Brian Kelly has built a staff entirely of AI agents and said he estimates he's 'at least 10 times more productive.' He told CNBC that at his previous firm he was spending millions of dollars on employees. It's a stark example of…

bloomberg.com - Ben Westcott - Corn Slumps for Fifth Day as Record Fund Position Tests Market
Corn Slumps for Fifth Day as Record Fund Position Tests Market
Bloomberg

Corn futures steadied after starting Wednesday's session on track for their longest slump since June, as a lack of fresh bullish drivers tests hedge funds' record bets on higher prices. Money managers held the highest net-bullish position on record…

wsj.com - Caitlin McCabe - Bessent Dares the Market to Cross Him: 'I Am the House Now
Bessent Dares the Market to Cross Him: 'I Am the House Now
Wall Street Journal

Treasury secretaries have traditionally been masters of cautious policy speak. Scott Bessent is letting his hedge-fund roots show. Speaking yesterday at Southern Methodist University, the former macro trader was remarkably candid about the role he…

japantimes.co.jp - Bessent dares traders to bet against yen: 'I am the house now'
Bessent dares traders to bet against yen: 'I am the house now'
The Japan Times

U.S. Treasury Secretary Scott Bessent challenged traders to test his resolve on boosting Japan's currency, saying when he makes market calls these days he's effectively doing so with inside information. “I am the house now, so when we…

thestandard.com.hk - The Standard 英文虎報 - Bessent challenges yen traders, declaring 'I am the house
Bessent challenges yen traders, declaring 'I am the house
The Standard

US Treasury Secretary Scott Bessent dared traders to challenge his determination to strengthen the yen, adding that any market prediction he makes is supported by inside information. SCROLL TO CONTINUE WITH CONTENT 'Whenever people say, 'Oh, well…

bloomberg.com - Richard Frost - Bessent Goads Traders Betting Against the Yen as Currency Climbs
Bessent Goads Traders Betting Against the Yen as Currency Climbs
Bloomberg

US Treasury Secretary Scott Bessent appears to be enjoying taking on the market — whether in currencies or government bonds. The former hedge fund executive said he possessed “asymmetric information” when challenging traders to…

yahoo.com - Soumya Eswaran - Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings' (LITE) Potential
Stewart Asset Management: AI Infrastructure Drives Lumentum Holdings' (LITE) Potential
Yahoo!

Stewart Asset Management's flagship portfolio returned 15.97%, net of fees, in the second quarter, and the S&P 500 Index gained 15.20%. YTD, it appreciated 5.37%, net of fees, and the S&P 500 Index gained 10.21%. The letter can be downloaded here.

yahoo.com - Soumya Eswaran - Strong Results Lifted Garrett Motion (GTX) in Q2
Strong Results Lifted Garrett Motion (GTX) in Q2
Yahoo!

Harbor Funds, an investment management company, released its Q2 2026 investor letter for 'Harbor Mid Cap Value Fund'. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its…

yahoo.com - Soumya Eswaran - The Kroger Co. (KR) Shares Weighed by Inflation Pressure and Slowing Sales
The Kroger Co. (KR) Shares Weighed by Inflation Pressure and Slowing Sales
Yahoo!

Harbor Funds, an investment management company, released its Q2 2026 investor letter for 'Harbor Mid Cap Value Fund'. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its…

yahoo.com - Soumya Eswaran - Arrow Electronics (ARW) Stock Rises Sharply Amid AI Infrastructure Surge
Arrow Electronics (ARW) Stock Rises Sharply Amid AI Infrastructure Surge
Yahoo!

Harbor Funds, an investment management company, released its Q2 2026 investor letter for 'Harbor Mid Cap Value Fund'. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its…

afr.com - Anthony Macdonald - Why investors are letting JB Hi-Fi's golden goose burn
Why investors are letting JB Hi-Fi's golden goose burn
Australian Financial Review

JB Hi-Fi shares are tanking harder than Sydney property prices, yet for some reason no one's talking about it. Hedge funds are shorting it, index funds are offloading stock, and active managers, who freely call this one of the best managed…

yahoo.com - Soumya Eswaran - TD Synnex (SNX) Shares Jump Over 50% on Cloud Growth and AI Infrastructure Demand
TD Synnex (SNX) Shares Jump Over 50% on Cloud Growth and AI Infrastructure Demand
Yahoo!

Harbor Funds, an investment management company, released its Q2 2026 investor letter for 'Harbor Mid Cap Value Fund'. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its…

yahoo.com - Soumya Eswaran - Evaluating Bullish Potential in Regeneron Pharmaceuticals (REGN) Stock
Evaluating Bullish Potential in Regeneron Pharmaceuticals (REGN) Stock
Yahoo!

Harbor Funds, an investment management company, released its Q2 2026 investor letter for 'Harbor Mid Cap Value Fund'. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its…

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