Greenlight Gains in May The performance was mostly thanks to its largest long position. Stephen Taub June 01, 2023
Valiant’s Dire Economic Warning The hedge fund believes that a massive default wave in office real estate “will easily exceed the GFC and could potentially even rival the savings and loan crisis.” Stephen Taub May 24, 2023
Third Point’s Loeb Says That Credit is ‘Particularly Exciting’ The activist’s credit book has been the unsung hero of the fund for more than a year. Stephen Taub May 23, 2023
Another Big Portfolio Shakeup for Light Street For the second straight quarter, the Tiger Grandcub led by Glen Kacher made a slew of major new additions and exits. Stephen Taub May 22, 2023
Sponsored Utilities Primed for Growth in 2023 With a strong capital pipeline, increasing regulatory support, and corrected valuations that remain historically rich, utilities are poised to return to steady growth without volatility. Sponsored by Pitchbook March 28, 2023
Hedge Funds Scoop Up Beaten-Down Bank Stocks New York Community Bank, PacWest, and First Republic gained new shareholders in the first quarter. Michelle Celarier May 17, 2023
The Elliott-Led Activist Skirmish With Salesforce Lured Hedge Fund Investors As of the end of the first quarter, several big name hedgies had piled into the stock, turning into a hedge fund hotel. Elliott wasn’t among them. Michelle Celarier May 16, 2023
One Tiger Fund Doubled Its Stake in Alphabet. Another Sold Out. Tiger Global and Valiant Capital went in different directions on the Google parent and other positions during the first quarter, new 13F filings show. Gary Perkinson May 15, 2023
