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.
Europe's Wealthy Return to Hedge Funds Offering Daily Liquidity
Europe's wealthiest residents are once again pouring money into hedge fund-like products, seeking to tap the industry's standout returns after years of swelling personal fortunes. As central banks across the continent reduce benchmark interest…
Hedge funds have a clear favorite Magnificent 7 stock, attracting the likes of Ackman, Druckenmiller and Klarman
Amazon emerged as the clear Magnificent Seven favorite among major hedge funds at the end of last year, right before the stock went on to slide 10% in about the first six weeks of the new year. Leading institutional investors, from Bill Ackman of…
MA Financial's tech caution pays off as AI rattles private markets
MA Financial says its aversion to lending to technology companies has paid off at a time when other private asset managers that are more heavily exposed have been punished from fears of artificial intelligence disruption. The ASX-listed company…
Strong Earnings Growth Lifted Novanta (NOVT) in Q4
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions…
Digi International (DGII) Benefited from Faster Than Expected Recurring Services Revenue
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions…
2 stats show how US markets may be losing their edge over international competition
Global markets' pecking order could be shifting. That's the fear being voiced by more investors in recent months as doubts swirl around American exceptionalism — the idea that investors can expect better returns on US assets relative to…
Palantir's stock has dropped a third from its peak. Michael Burry has a new line of attack.
With Palantir Technologies' stock now down nearly a third from its peak, Michael Burry has a new line of attack against the AI-services company. Burry, the former hedge-fund manager chronicled in “The Big Short” for his bets against…
Clearwater Analytics Holdings (CWAN) Soared Following an Acquisition Announcement
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2025 investor letter. As many believe, US equities experienced solid returns in 2025, with double-digit gains across all major indices, yet underlying conditions…
Elliott Pushes for Divestments, £5 Billion Buyback at LSE Group
Elliott Investment Management is pressing London Stock Exchange Group Plc to launch a review of its portfolio and pursue a £5 billion ($6.8 billion) share buyback over the next 12 months, according to people familiar with the matter. Paul…
Oracle Corporation (ORCL) Slips Amid Concerns Over Debt-Fueled AI Data Center Expansion
Impax Asset Management 's 'Impax US Sustainable Economy Fund' released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated…
Top Small-Cap Stocks Leading The Market Rotation
Small-cap stocks are crushing the market amid a major rotation away from mega tech as market breadth strengthens, boosted by declining interest rates, solid earnings, and a resilient economy. Every member of the Magnificent 7 has underperformed in…
Real Estate: The Brightening Case For GP-Focused Solutions In 2026
Between 2022 and 2025, RE values fell approximately 13% across both private and public markets, substantially trailing the performance of the S&P 500 Index. While cap rates may not compress meaningfully in the near term, lower interest rates are…
Time to end the rigged game of third-party litigation funding
The financiers behind these lawsuits are paying taxes at a reduced rate while the actual victims in these court cases are hammered by a top marginal rate of 37% plus a 3.8% surcharge. For those who are “ investing ” in TPLF schemes…
The Seahawks sale could set an NFL record - but it isn't because of their Super Bowl win
The estate of late Seattle Seahawks owner Paul G. Allen announced on Wednesday that it plans to sell the franchise, an inevitability after Allen died in 2018 and placed the team in a trust with the stipulation that it and his other sports assets…
Intuit Stock: An Economic Moat Deepened By Artificial Intelligence (NASDAQ:INTU)
At its October 2019 Investor Day, Intuit announced a strategic and transformational shift to become an AI-driven platform. This was well before the ChatGPT release of November 2022. With such a forward-looking vision, I doubt that Intuit's…
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