Hedge Funds
Three shorts and a long: The big investor calls at this year’s Sohn London conference
Hedge funds weighed in with short bets against a location tracking app, a U.S. real estate investment trust and a Swedish medical technology stock at this year’s Sohn London conference. Lombardi Capital founder Igor Kryca, meanwhile, who began his career at U.S. Treasury Secretary Scott Bessent’s hedge fund, went long on a German brakes manufacturer. […]
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Saba Capital activist investor Boaz Weinstein sees ‘storm brewing’ in UK investment trusts — and has pounced on these two names
Activist investor Boaz Weinstein has unveiled two new bets in the U.K. investment trust space, where he sees a growing number of trading opportunities emerging from discounted valuations. The Saba Capital founder unveiled two new positions at this year’s Sohn London investment conference — Workspace Group and Pantheon Investments — which he said are trading […]
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Tom Steyer is running for California governor as a populist billionaire
Tom Steyer, co-chair of Galvanize Climate Solutions, speaks during the Aspen Ideas: Climate conference in Miami Beach, Florida, US, on Monday, March 6, 2023. Eva Marie Uzcategui | Bloomberg | Getty Images Billionaire businessman and activist Tom Steyer, who once self-financed an unsuccessful White House campaign and spent his own money advocating for President Donald Trump’s impeachment, has launched his bid […]
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IIF’s Tim Adams on rejecting Enron, building Afghanistan’s central bank and a looming debt crisis
The CEO of the Institute of International Finance reflects on pivotal career choices, ranging from turning down Enron to joining George W. Bush’s presidential campaign. Today, Tim Adams is a leading voice warning of a global debt crisis. Tim Adams, CEO of the Institute of international Finance, is one of the most influential voices sounding the alarm on a global debt […]
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A simple reason why the market’s biggest investors say they aren’t worried about AI bubble, tech stock selling
Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC The biggest investors in the world often have a greater focus on the private than public markets, […]
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Michael Burry of ‘Big Short’ fame deregisters Scion Asset Management
Andrew Toth | FilmMagic | Getty Images “Big Short” investor Michael Burry, known for his successful bets against the U.S. housing market in 2008, has deregistered his hedge fund, Scion Asset Management. The Securities and Exchange Commission’s database showed Scion’s registration status as “terminated” as of November 10. Deregistering would imply the fund is not […]
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Impactive Capital sees a structural shift creating upside for this wastewater company
Company: Advanced Drainage Systems (WMS) Business: Advanced Drainage Systems is a manufacturer of stormwater and onsite wastewater solutions. The company and its subsidiary, Infiltrator Water Technologies, provide stormwater drainage and onsite wastewater products used in a wide variety of markets and applications, including commercial, residential, infrastructure and agriculture, while delivering customer service. Its pipe segment […]
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Starboard aims to unlock the value of Fluor’s investment in nuclear tech company NuScale
Company: Fluor Corp (FLR) Business: Fluor is a holding company that provides engineering, procurement, construction, fabrication and modularization, and project management services. The company’s segments include energy solutions, urban solutions and mission solutions. The energy solutions segment provides EPC services for traditional oil and gas markets, including the production and fuels, chemicals, LNG and power […]
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Hedge fund assets reach historic $5 trillion as quarterly capital flows hit 18-year high
A member of staff poses next to trading boards at the London Stock Exchange on April 25, 2025 in London, England. Carl Court | Getty Images News | Getty Images The amount of money managed by hedge funds has reached an all-time high of $5 trillion, fueled by a surge in capital allocations in the […]
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Bridgewater says investors are missing three big bets hiding beyond U.S. megacaps
Bridgewater Associates has identified three key bets beyond U.S. stocks which it says can provide a layer of resilience to portfolios as investors’ equities exposures hit all-time highs. The hedge fund giant which manages about $90 billion in assets, sees a wealth of opportunities across foreign companies, gold and bonds that investors have “hardly begun […]
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