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.
Winter for Macron Brings Springtime for Hedge Funds
France is not a common hunting ground for activist hedge funds like billionaire Paul Singer's Elliott Investment Management LP. Interventionist politicians, embedded trade unions and anchor investors with dominant shareholdings make it hard to…
We're prepared to change the law to reform water industry, says Angela Eagle
Britain's insolvency laws cannot deal with the aggressive behaviour shown by the companies that control Thames Water, the environment secretary has said, as she confirmed ministers were prepared to take it into public ownership. Angela Eagle told…
Amazon.com (AMZN): AI Exposure Adds, But Other Businesses Drive Results
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…
Texas Instruments Incorporated (TXN) Benefits from AI without Being Pure Play AI
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…
Andvari Associates Strategic Investment in Martin Marietta Materials (MLM)
Andvari Associates, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Andvari's portfolio has performed strongly in the quarter, highlighted by Constellation Software's 19.9% revenue…
Ducommun (DCO) Benefits as Defense Spending and Commercial Aerospace Rebound
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Diamond Hill Stayed Focused on Magnolia Oil & Gas (MGY) After the Geopolitical Selloff
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Diamond Hill Remains Bullish on United States Lime & Minerals (USLM) Despite Margin Headwinds
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Robinhood (HOOD) Positioned with Multiple Long Term Growth Drivers
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This…
Here's What Boosted Astrana Health (ASTH) in Q2
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its 'Small Cap Strategy'. The letter can be downloaded here. The strategy returned 24.01% in the second quarter, outperforming…
Riverwater Exited Perella Weinberg (PWP) as Smaller M&A Advisors Face a Tough Road Ahead
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark…
Failed Quant Fund AlphaQuest Calls Suit a Billionaire 'Tantrum'
AlphaQuest asked a court to throw out an investor suit accusing founder Nigol Koulajian of mismanaging the $2 billion quantitative hedge fund, which said earlier this year that it was shutting down. Dutch foundation Stichting QSV Beheer sued…
Bill Ackman Says Pershing Square Has Achieved a 20% Gross Annual Return Since Inception and Aims to Keep Beating That Bar. Can His Newly Launched Funds Live Up to the Track Record?
Hedge fund manager Bill Ackman's firm, Pershing Square, went public on U.S. markets with its Pershing Square USA (PSUS +0.10%) fund, backed by his big-name notoriety and a strong track record of success. Ackman, one of the world's most famous…
Renasant: Strength Across The Board, Valuation Remains Attractive (NYSE:RNST)
Renasant is rated 'Buy', trading at a 30% discount to the sector despite strong EPS growth and a 2.4% yield. RNST delivered robust 2Q26 results, with EPS up 36% YoY and efficiency ratio improving to 57.9%, signaling strong operating leverage. Loan…
Billionaires Like These 2 AI Data Center Stocks
We ran an analysis based on Insider Monkey's proprietary database of over 900 hedge funds to see which AI and data center stocks billionaire-led funds were piling into during the second quarter. Two names stood out. Vertiv Holdings (NYSE:VRT)…
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