First, the AI investment cycle has transitioned from a narrative into a tangible capex super-cycle. Not only has it driven a ...
Electron Global Fund posted a puny gain of 50 basis points in the fourth quarter, bringing its return for the year to 12.5 percent, according to its fourth-quarter letter, obtained by Institutional ...
In a record year for hedge fund profits, Chris Hohn’s TCI stood out. The firm generated $18.9 billion in gains for investors in 2025, the biggest annual haul ever, according to a just-released annual ...
Institutional Investor in early December hosted a webcast with investment management firm Invesco and North Carolina State ...
CTA performance fractured across the industry in 2025. Sector indexes rose steadily late in the year, but managers’ results varied dramatically. Funds like QMS Diversified Global Macro and Quantedge ...
Key TakeawaysEnergy stocks led a recent stock market rally amid rising tensions between the U.S. and Venezuela. Oil prices ...
General partners (GPs) have historically managed the capitalization of their firms and/or unlocked value using more ...
In this animated explainer video, we unpack what portfolio finance is, why it’s gaining traction, and how it’s helping investors tap into private markets with flexibility, diversification, and ...
Hedge funds are well positioned to turn alpha opportunities — arguably more plentiful than they’ve been since the global financial crisis — into a source of differentiated returns, even as traditional ...
Nate Koppikar, the portfolio manager and cofounder of Orso Partners, had a novel idea. Private equity is in love with AI, investing more than $200 billion in the lofty tech sector since 2020, he ...
Tiger-related hedge funds posted mixed results in August. A few are significantly outperforming the broad stock market indices as several continue to lag.D1 Capital Partners seems to be the top ...
Asset managers have embraced web scraping as a cornerstone of contemporary alpha generation, with the industry spending more than $2 billion annually to extract alternative data. Some estimate that ...