First, the AI investment cycle has transitioned from a narrative into a tangible capex super-cycle. Not only has it driven a ...
Institutional Investor in early December hosted a webcast with investment management firm Invesco and North Carolina State ...
Key TakeawaysEnergy stocks led a recent stock market rally amid rising tensions between the U.S. and Venezuela. Oil prices ...
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 ...
General partners (GPs) have historically managed the capitalization of their firms and/or unlocked value using more ...
Joseph Baratta is the kind of private equity guy who sits in the front seat of the roller coaster, especially when he’s buying one. When Baratta led private equity giant Blackstone Group’s €102 ...
The day after Paul Singer’s hedge fund, Elliott Management Corp., disclosed it had increased its stake in aluminum-parts manufacturer Arconic to more than 10 percent, its private investigators hit the ...
For the better part of the past decade, Michael Green has been on a mission. From talking to money managers to making the rounds of hedge fund idea dinners to attending conferences geared to everyone ...
A large majority of investment professionals admire the achievements of David Swensen and the Yale Model over more than three decades. Wisely, many managers have studied the chief investment officer’s ...
The March market shock was bad — but it was far from the worst experience Balyasny Asset Management had ever had to endure. The year 2018, a difficult one for the stock market and hedge funds overall, ...
With the stock market at exhilarating heights, any sign of weakness raises fears of another financial crisis. No wonder market prognosticators are asking: Could we soon face a repeat of 2008 or 2000?
If you wanted to come up with the one-liner about investing most likely to make my head explode, you might try, “The way to choose investments is to just jump on whatever’s done the best over the past ...