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.
Hong Kong tipped to approve hedge fund tax breaks, attracting investment, talent
Hong Kong's determination to boost its role as a global wealth management hub has raised market expectation that the city will approve a bill offering tax relief to hedge funds within this year. Speaking at a media briefing on Tuesday, Sandy Fung…
Andy Burnham Forces the Thames Water Hedge Funds to Blink
Has Andy Burnham been reading Donald Trump's The Art of the Deal ? Deliberately or otherwise, Britain's new prime minister has got the hedge funds fighting to retain control of Thames Water to blink. He may now have the chance to find a solution…
Calamos Hedged Equity Fund Q2 2026 Commentary
The fund advanced 7.9%, capturing roughly half the move of the S&P 500 Index while remaining fully hedged. During the quarter, we rolled our base hedge out to December 2027, locking in a structure built to deliver 60% to 65% of the market's upside…
Hedge Fund Positioning Is Growing Increasingly Fragile
Hedge fund positioning is one of the most critical elements to understand in markets because it has a significant impact on fundamental flows and short-term positioning moves across all assets. It is no accident that the most shorted stocks…
How a Kalshi executive is pitching Wall Street on prediction markets
Prediction markets planted their flag on Main Street. Now they're targeting Wall Street. Yesterday afternoon, I spoke with Andy Ross, Kalshi's head of institutional, about the platform's push to get institutional investors on board. The 40-minute…
Sandisk Corporation (SNDK) Rose on Stronger Pricing Dynamics
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
AI Worries Weighed on Jack Henry (JKHY) in Q2
Upslope Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Upslope aims to provide attractive, equity-like returns while reducing market risk and…
Astera Labs (ALAB) Surged on Accelerating AI Infrastructure Spending
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
Here's What Propelled AmpliTech Group (AMPG) Higher
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the…
Fastly (FSLY) Fell as Growth Concerns Weakened Investor Conviction
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
BWX Technologies (BWXT) Lagged Despite Strong Nuclear and Defense Growth Prospects
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
DigitalOcean Holdings (DOCN) Rose on Strong Execution and Improving Growth Expectations
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small-Mid Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small-Mid Growth Composite…
Inside the stock-picking strategy run by one of Ray Dalio's former lieutenants
Mark Dinner is bringing Bridgewater's macro research style to the world of stock-picking. A longtime Ray Dalio lieutenant who spent more than a decade at Bridgewater and helped oversee the massive All-Weather fund, Dinner spent years deeply…
What Fuels Credo Technology Group Holding Ltd's (CRDO) Exceptional Return in Q2?
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the…
AAON (AAON): A Case of Emotion Triggers Impulsive Trade
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P…
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