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.

bloomberg.com - Caleb Mutua - AI Isn't Replacing Credit Hedge Fund Traders Yet, Barclays Says
AI Isn't Replacing Credit Hedge Fund Traders Yet, Barclays Says
Bloomberg

Hedge funds and asset managers are increasingly using artificial intelligence when investing in global credit markets, but the technology isn't replacing human traders — at least for now, according to a survey by Barclays Plc. While AI has…

cointelegraph.com - Bitcoin ETF Ownership Shifts as Hedge Funds Sell and Banks Buy: CoinShares
Bitcoin ETF Ownership Shifts as Hedge Funds Sell and Banks Buy: CoinShares
Cointelegraph

Professional ownership of US spot Bitcoin exchange-traded funds (ETFs) declined sharply in the first quarter as Bitcoin's bear market deepened, suggesting that trading-oriented institutions were a significant source of selling pressure during the…

yahoo.com - Soumya Eswaran - CF Industries Holdings (CF) Gained From The Strait Of Hormuz Closure
CF Industries Holdings (CF) Gained From The Strait Of Hormuz Closure
Yahoo!

Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here. The investor class (CAMMX) returned 2.21%, and the institutional class (CAMUX) returned 2.27%…

yahoo.com - Soumya Eswaran - Industry-Wide AI Fears Dampen ServiceTitan (TTAN) in Q1
Industry-Wide AI Fears Dampen ServiceTitan (TTAN) in Q1
Yahoo!

Baron Capital, an investment management company, released its first quarter 2026 investor letter for its “Baron SMID Cap EFT”. This is the first full quarter of results for Baron SMID Cap ETF (BCSM). A copy of the letter can be…

scmp.com - Enoch Yiu - Hong Kong's proposed fund talent tax break set to sharpen edge over Singapore
Hong Kong's proposed fund talent tax break set to sharpen edge over Singapore
South China Morning Post

Hong Kong is set to attract top global fund managers to relocate to the city, as they will no longer need to pay salaries tax on performance-linked bonuses if they meet certain criteria under a proposed law change to be submitted to the Legislative…

cnbc.com - Hugh Leask - Meet the big winners of 2026 oil price volatility - and why their strategies are now shifting focus
Meet the big winners of 2026 oil price volatility - and why their strategies are now shifting focus
CNBC

Quantitative hedge funds have posted double-digit gains in 2026 boosted by strong trends across commodities, currencies and other asset classes. Energy has been a key driver of returns, with many strategies profiting from long bets in crude oil…

japantimes.co.jp - South Korea's wealth fund to tap alternative assets with Tokyo office
South Korea's wealth fund to tap alternative assets with Tokyo office
The Japan Times

Korea Investment Corp. will open its first office in Tokyo this summer as the $232 billion sovereign wealth fund seeks to expand investments in Japan, including alternative assets such as private equity, hedge funds and private debt. The office is…

yahoo.com - Soumya Eswaran - Cambiar SMID Fund's Strategic Bet on ON Semiconductor Corporation (ON) Amid Demand Inflection Ahead
Cambiar SMID Fund's Strategic Bet on ON Semiconductor Corporation (ON) Amid Demand Inflection Ahead
Yahoo!

Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here. The investor class (CAMMX) returned 2.21%, and the institutional class (CAMUX) returned 2.27%…

yahoo.com - Soumya Eswaran - Cautious Guidance and Sales Declines Weighed on Kohl's Corp. (KSS)
Cautious Guidance and Sales Declines Weighed on Kohl's Corp. (KSS)
Yahoo!

Voya Investment Management, an investment management company, released its first-quarter 2026 investor letter for its “Voya MI Dynamic Small Cap Fund.” It is an actively managed US Small Cap core equity strategy. A copy of the letter…

yahoo.com - Soumya Eswaran - Solventum Corporation (SOLV) Fell as Its HCIT Unit Hurt by AI Disruption Fears
Solventum Corporation (SOLV) Fell as Its HCIT Unit Hurt by AI Disruption Fears
Yahoo!

Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here. The investor class (CAMMX) returned 2.21%, and the institutional class (CAMUX) returned 2.27%…

yahoo.com - Soumya Eswaran - Do You Believe in Phreesia's (PHR) Strong Upside Potential?
Do You Believe in Phreesia's (PHR) Strong Upside Potential?
Yahoo!

Cambiar SMID Fund, managed by Cambiar Investors, published its Q1 2026 investor letter. A copy of the letter is available to download here. The investor class (CAMMX) returned 2.21%, and the institutional class (CAMUX) returned 2.27%…

yahoo.com - Markel Group Inc. (MKL) Stock Forecasts
Markel Group Inc. (MKL) Stock Forecasts
Yahoo!

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…

afr.com - Jonathan Shapiro - Wall Street activism returns to ASX with Elliott's Northern Star play
Wall Street activism returns to ASX with Elliott's Northern Star play
Australian Financial Review

When activist hedge fund Elliott Management revealed itself to have built a position of over $1 billion in gold miner Northern Star on Tuesday, it couldn't have hoped for a better reaction. The stock popped about 10 per cent on the open, closing up…

forbes.com - Hersh Shefrin - Hot AI-IPO Market Is Part Of An Economy Becoming More Fragile, Unstable
Hot AI-IPO Market Is Part Of An Economy Becoming More Fragile, Unstable
Forbes

SHENZHEN, CHINA - MAY 7: In this photo illustration, a smartphone displays the logo of artificial intelligence company Anthropic in front of a SpaceX logo background on May 7, 2026, in Shenzhen, Guangdong Province, China. Anthropic this week…

seekingalpha.com - Steven Cress - Buy The Chip Dip: 3 Top Semiconductor Stocks
Buy The Chip Dip: 3 Top Semiconductor Stocks
Seeking Alpha

The tech sector's blistering run came to a halt on Wednesday as renewed strikes in Iran and a sour response to Broadcom's earnings weighed on sentiment. Despite a stellar Q2 with record revenue and margins, Broadcom sank 15% Thursday, dragging chip…

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