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.
Hedge funds on track for another stellar year on AI boom
Global hedge funds are on track for another blockbuster year, as they look to surpass their returns from 2025 after an artificial intelligence boom buoyed first-half performance for money managers across most investment strategies, according to a…
MarineMax (HZO): Ace River Exit Driven by Opportunity Cost, Not Fundamentals
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P…
First Horizon (FHN): 20% Earnings Growth Backs Cramer's Buy Call, But the Stock Is No Longer Cheap
Regional banks have spent 2026 rebuilding the credibility they lost in 2023, when panicked customers withdrew large sums of money. The Federal Reserve's interest rate cuts have eased the funding costs, and loan growth is picking up again across the…
ICON Public Limited Company (ICLR) Surges on Net Book-to-Bill Strength
Harris Oakmark recently released its second-quarter 2026 investor letter for the 'Oakmark U.S. Concentrated Strategy'. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000…
RBC Bearings (RBC) Rolls Ahead on Aerospace Strength
Wasatch Global Investors, an asset management company, released its 'Select Strategy' Q2 2026 investor letter. A copy of the letter can be downloaded here. Global small- and mid-cap equities delivered strong returns in the second quarter, primarily…
Caterpillar (CAT) Shrugs Off Tariff Hit as Demand 'Heats Up'
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for 'Platinum International Brands Fund'. A copy of the letter can be downloaded here. The fund returned over 4% in the quarter but lost 14% over the…
Marsh & McLennan (MRSH) Reinvents Operations with AI Productivity Push
Harris Oakmark recently released its second-quarter 2026 investor letter for the 'Oakmark U.S. Concentrated Strategy'. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000…
Keurig Dr Pepper (KDP) Pops on Strong Beverage Sales
Harris Oakmark recently released its second-quarter 2026 investor letter for the 'Oakmark U.S. Concentrated Strategy'. A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000…
Is RCI Hospitality Holdings (RICK) a Mispriced Opportunity?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P…
What Makes Vox Royalty Corp. (VOXR) an Attractive Long-Term Compounder?
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P…
Birkenstock Holding plc (BIRK) Walks Tall on Margins
Platinum Asset Management, an investment management company, released its Q2 2026 investor letter for 'Platinum International Brands Fund'. A copy of the letter can be downloaded here. The fund returned over 4% in the quarter but lost 14% over the…
Congress can't seem to figure out that sports gambling is just sports gambling
My two youngest sons are home from college for a few weeks before fall semester. Last weekend, I watched them pull up an app and buy “contracts” on an NFL preseason spread that I didn't know existed until they explained it to me. They…
Top Oil Stocks In A Volatile Market With Over 45% Forward EPS Growth
With oil prices remaining high, profits have pushed the energy sector (XLE) to the No. 1 performer in 2026, past tech (XLK) and its AI boom. However, the energy sector continues to be one of the more volatile sectors in the market this year and…
KeyCorp (KEY) Stock Forecasts
Cleveland-based KeyCorp is one of the largest bank-based financial services companies in the U.S., with about 1,000 branches in 15 states and assets of $189 billion. The company also operates a national consumer bank and a national corporate bank.
MSCI Inc. (MSCI) Stock Forecasts
MSCI is a leading provider of investment-decision support tools worldwide. Its line of products and services includes indices, analytical tools, and ESG and climate research products. The stock is a component of the S&P 500. The company has…
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