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.
The real winners of Trump's global tariff war: law firms, hedge funds and AI
At 8am, two hours before the US supreme court officially slapped down Donald Trump 's “liberation day” tariffs on 20 February, Joseph Spraragen's phone was already ringing off the hook. The seasoned New York-based attorney and his…
Billionaire Investor Ole Andreas Halvorsen Sold His Hedge Fund's Entire Stake in Nike, Netflix, and Meta and Bought 3 Insurance Stocks Instead
In the 1990s, a group of research analysts worked at a prominent hedge fund, Tiger Management, led by the legendary investor Julian Robertson. After Tiger closed down, many of these analysts went on to found their own funds, most of which heavily…
Lionsgate (LION) Soars 9% Ahead of Business Updates
We recently published 10 Stocks Ending February With a Bang. Lionsgate Studios Corp. (NYSE:LION) was one of the best performers on Friday. Lionsgate extended its winning streak to a fifth consecutive day on Friday, climbing 9.09 percent to finish…
Entegris, Inc. (ENTG): A Bull Case Theory
We came across a bullish thesis on Entegris, Inc. on FelixQE's Substack. In this article, we will summarize the bulls' thesis on ENTG. Entegris, Inc.'s share was trading at $137.34 as of February 25th. ENTG's trailing and forward P/E were 49.65 and…
Amgen Inc. (AMGN): A Bull Case Theory
We came across a bullish thesis on Amgen Inc. on R. Dennis's Substack by OppCost. In this article, we will summarize the bulls' thesis on AMGN. Amgen Inc.'s share was trading at $382.87 as of February 24th. AMGN's trailing and forward P/E were…
Blue Owl Capital Inc. (OWL): A Bull Case Theory
We came across a bullish thesis on Blue Owl Capital Inc. on R. Dennis's Substack by OppCost. In this article, we will summarize the bulls' thesis on OWL. Blue Owl Capital Inc.'s share was trading at $10.73 as of February 24th. OWL's trailing and…
Stanley Druckenmiller says this is how he'd build a portfolio from scratch right now
Stanley Druckenmiller says artificial intelligence is no longer playing a starring role in his investments, as he focuses more on hard assets like copper and a more diversified portfolio of stocks. The closely followed investor, who runs the…
Ameriprise Financial, Inc. (AMP): A Bull Case Theory
We came across a bullish thesis on Ameriprise Financial, Inc. on The Illiquid Edge's Substack. In this article, we will summarize the bulls' thesis on AMP. Ameriprise Financial, Inc.'s share was trading at $473.67 as of February 13th. AMP's…
Caterpillar (CAT)'s Growth is Remarkable, Says Jim Cramer
We recently published 10 Stocks Jim Cramer Talked About. Caterpillar Inc. (NYSE:CAT) is one of the stocks Jim Cramer talked about. Agricultural, construction, and power generation machinery manufacturer Caterpillar Inc. (NYSE:CAT) has started to…
Weekly Commentary: Sometimes Not Liquid At All
Blue Owl's 2.4% decline this week pushed y-t-d (2-month) losses to 29.4%. The KBW Regional Bank Index was clobbered 7.1% this week, with losses from February 9th highs at 10.0%. Ten-year Treasury yields sank 15 bps to a four-month low of 3.94%.
Artisan Partners Limited Partnership Decreases Stock Position in Applied Industrial Technologies, Inc. $AIT
Artisan Partners Limited Partnership cut its position in Applied Industrial Technologies, Inc. (NYSE:AIT - Free Report) by 3.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission…
JPMorgan Chase & Co. Has $37.52 Million Stake in Dycom Industries, Inc. $DY
JPMorgan Chase & Co. lowered its holdings in Dycom Industries, Inc. (NYSE:DY - Free Report) by 2.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 128,592 shares…
Want to Invest in AI Like a Billionaire? Here's How One Fund Manager Is Doing It.
Artificial intelligence (AI) investing can take many shapes. While some are buying the fastest-growing stocks they can get their hands on, others are looking at more backdoor plays like utilities and infrastructure. Another way is to invest in…
Wall Street Is Driving Up Home Prices. Elizabeth Warren Has a Plan to Stop It
Last weekend, as a blizzard battered the East Coast, local camera crews did what they love to do during major weather events: venture out into frozen wilds to ask the locals how they were feeling. One such reporter from NBC 4 came upon Caj…
Interactive Brokers' 2025 Recap: A Year of Scale, Discipline, and Momentum
Interactive Brokers (IBKR 4.42%) didn't reinvent itself in 2025. It didn't launch a flashy new product or make a headline-grabbing acquisition. Instead, it did something far more critical for long-term investors: It scaled. The company spent the…
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