Deem Global raises $1B as Abu Dhabi sovereign wealth capital floods into macro hedge funds... [more]Deem Capital has raised USD 1 billion for a new macro hedge fund based in Abu Dhabi. The launch underscores the emirate's growing appeal as a global hedge fund hub, with managers increasingly attracted by its favorable regulatory environment and expanding investor base.
Hedge fund Elliott builds stake in software firm CCC... [more]Elliott Investment Management has built a large stake in car-insurance software provider CCC Intelligent Solutions Holdings Inc, which has been exploring a potential sale, according to people familiar with the matter. The engagement with the company is being led by investors from Elliott's priva
Hedge funds fight to lead suit over Skechers' $9.4 billion buyout... [more]Several hedge funds are competing to lead shareholder litigation challenging Skechers' proposed USD 9.4 billion acquisition. The outcome will determine which investors take the lead role in pursuing claims on behalf of shareholders.
Joakim Hannisdahl's hedge fund gains from betting on crude tankers and VLGCs... [more]Joakim Hannisdahl's hedge fund generated strong returns by investing in crude tanker operators and very large gas carriers. The strategy benefited from robust shipping markets and favorable supply-demand dynamics across energy transport.
AlphaQuest founder lost control at quant fund, investor alleges... [more]An investor has alleged that the founder of AlphaQuest lost effective control over the quantitative hedge fund, raising governance concerns. The dispute centers on management authority and the firm's internal decision-making processes.
HarbourVest Partners raises $4.75 billion for seventh direct co-investment program... [more]HarbourVest Partners has raised USD 4.75 billion for its latest direct co-investment program. The successful fundraising highlights continued institutional demand for co-investment strategies that offer greater control and lower fee structures.
SEC tightens disclosure rules for activist hedge funds... [more]The US Securities and Exchange Commission has adopted stricter disclosure requirements for activist hedge funds. The new rules are intended to improve transparency by requiring more detailed information about activist campaigns and investor relationships.
US activist investors must disclose clients in filings, SEC says... [more]The SEC has ruled that activist investors must identify clients and certain relationships in regulatory filings. The change is designed to increase transparency around activist campaigns and provide shareholders with more complete information.
Hedge funds pivot to Chinese tech stocks as Western AI rally cools... [more]Hedge funds are rotating capital into Chinese technology companies as enthusiasm for Western AI stocks begins to moderate. Investors are increasingly seeking valuation opportunities in China's technology sector following its recent underperformance.
The podcasting tech investor Brad Gerstner now busy hyping Trump accounts... [more]The article profiles a technology investor who has become an advocate for the new Trump investment accounts initiative. It examines the investor's growing public profile and involvement in promoting the program.
Brad Gerstner's Top Public Market Bets Right Now... [more]The article reviews Altimeter Capital's current portfolio, highlighting its largest positions and long-term investment approach. It examines how the technology-focused hedge fund is positioned across AI, software and other growth sectors.
Hedge fund Millennium hired the man who built Squarepoint's agricultural business... [more]Millennium Management has recruited the executive who built Squarepoint Capital's agricultural trading business. The hire strengthens Millennium's commodities capabilities as competition for specialist investment talent continues to intensify.
Ken Griffin's guide to viable hedge funds... [more]Speaking to Goldman Sachs yesterday, a tanned Ken Griffin said that for hedge funds to entice investor money to "flow in," they need to be generating returns equivalent to the risk free cost of capital, plus 4%. "Long run, we think that's the equilibrium point," said Griffin. A fund that generates r
Empery Digital sells Bitcoin to expand AI data center strategy... [more]Empery Digital has sold part of its Bitcoin holdings to finance the expansion of its AI-focused data center business. The company believes demand for AI computing infrastructure offers a stronger long-term opportunity than simply holding digital assets.
Sky Frontier Foundation reaches record revenue run rate... [more]Sky Frontier Foundation reported a record revenue run rate as it expanded investment activities related to digital assets and AI infrastructure. The organization says continued growth is being driven by increasing institutional demand.
Japan wants pension whale GPIF to dive deeper into alternative investments... [more]Japanese policymakers are encouraging the Government Pension Investment Fund to increase allocations to alternative investments. The move is intended to improve long-term returns through greater exposure to private equity, infrastructure and other non-traditional assets.
Diversification is the only free lunch for your portfolio... [more]The Australian Financial Review argues that diversification remains the most reliable way to improve long-term investment outcomes. The article discusses how combining different asset classes and strategies can help reduce risk without sacrificing expected returns.
Special situations create scope for good returns... [more]The article explores why special situations investing can generate attractive risk-adjusted returns during periods of market uncertainty. It highlights corporate events, restructurings and other catalysts that create opportunities for active investors.
And, finally: They are coming... [more]From Newsoftheweird: A company in China is ready to take the next step in robotics: humanoid robots powered by A.I. On July 2, Oddity Central reported that UBTECH plans to mass-produce the robots, complete with synthetic skin and humanlike facial expressions. The machines are about 5 feet, 6 inches
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
Opalesque has been publishing Technical Research (chart analysis) since April 2006. Opalesque Technical Research offers technical chart analysis with a global perspective on all major markets, including Equity Indices, Fixed Income, Currencies, and Commodities.
Opalesque Technical Research is unique compared to most available research which is fundamental in nature, and not technically (chart) oriented. In addition, most current available research is mainly equity based, and not global in nature.
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Matthias Knab, Opalesque for New Managers: On July 9th, participants from 28 countries joined Opalesque's "Kant & Capital" webinar - not for a lecture, but for a workshop. The premise: after sixty years of labels - SRI, triple bottom line, ESG, impact - each of which fell short of its promise, i..
