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      For more than 55 years, Institutional Investor has delivered the news and analysis that investment professionals need to succeed and stay relevant. Our coverage of the global asset management industry helps you to stay ahead of the curve on the trends and stories that impact your world.

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      Private Markets, Public Access

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      A Closer Look at Talent Agency CAA's New Family Office Service

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      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy

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      Is the PE Machine Broken?

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      What Happens When Public Capital Steps Back? The New Risk Equation in Women’s Health Investing

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      Bryn Mawr’s CIO on Liquidity and Navigating Market Turbulence

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      Rich Nuzum Joins Franklin Templeton to Lead Its OCIO

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      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio

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      Podcast: BlackRock’s Rick Rieder Asks ‘What Is Money’

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      Visionary Recognition: Andrew Palmer, Chief Investment Officer, Maryland State Retirement and Pension System

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      MSU CIO Philip Zecher’s Scientific Method

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      Seattle Children’s CIO Puts Conviction Over Diversification

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      Repricing Risk: Why Investors Are Looking Beyond the U.S. for Alpha

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      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
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      CFOs and COOs Show Less Favor in Emerging Markets
      Out with the Old, in with the New

      Out with the Old, in with the New
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Allocators and Asset Managers Tell Us What Concerns Them Most

      Allocators and Asset Managers Tell Us What Concerns Them Most
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      Judy Chambers, Managing Director, Meketa Investment Group

      Judy Chambers, Managing Director, Meketa Investment Group
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      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation
      Kasia Karapuda, Director of Investments, Oberlin College Investment Office

      Kasia Karapuda, Director of Investments, Oberlin College Investment Office
      Kristin Agatone, Chief Investment Officer, Lehigh University

      Kristin Agatone, Chief Investment Officer, Lehigh University
      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury

      Michael W. Frerichs, Illinois State Treasurer, Illinois State Treasury
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      Strategic Gaps and Leadership Blind Spots
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      CIOs Tell Us What Concerns Them Most in 2025

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      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
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      Trump 2.0 and the Markets

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      Valuations Have Dropped, but Not Enough to be “Cheap”

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      Why Small-Caps Could Outperform in the Next Economic Cycle

      Why Small-Caps Could Outperform in the Next Economic Cycle
      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy

      Paying it Forward: A Fidelity CIO’s Journey to Purposeful Philanthropy
      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves

      While Inflation Grabs Headlines, Employment Numbers Drive Market Moves
      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha

      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha
      What History Reveals About U.S. Debt Downgrades

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      Podcast: Uncovering Opportunities in Direct Real Estate

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      Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity

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      Fireside Chat- The New Credit Playbook: Convergence, Liquidity, and Innovation in Institutional Portfolios

      Fireside Chat- The New Credit Playbook: Convergence, Liquidity, and Innovation in Institutional Portfolios
      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise

      U.S. Dollar at a Crossroads: Bearish Signals Persist, but Rebound Risks Rise
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      U.S. Imports Surge Amid Tariff Uncertainty
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

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      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
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      SEP 9-12

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      Torre Melina, a Gran Meliá Hotel | Barcelona

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      Torre Melina, a Gran Meliá Hotel | Barcelona

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      RIA West Investment Forum 2025

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      17th Annual DC Institute Half Moon Bay Symposium

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      2025 MENA International TraderForum

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      第20回年次日本投資フォーラム 20th Annual Japan Investment Forum

      The Shangri-La Hotel Tokyo | Tokyo

      SEP 14-16

      22nd Annual West Coast Family Office Wealth Conference

      Montage Laguna Beach | Laguna Beach

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      Retirement Plan Advisor Summit - West 2025

      Balboa Bay Resort | Newport Beach

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      2025 한국 글로벌 투자 포럼 2025 Korea Global Investment Forum

      Four Seasons Hotel Seoul | Seoul

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      UK Forums 2025 European Investment Roundtable

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      OCT 14

      2025 Asia Private Market Leaders Forum

      Conrad Hong Kong

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      Endowments & Foundations Roundtable West 2026

      Fairmont Scottsdale Princess | Scottsdale

  • About Us
taub.png
Stephen Taub
Premium
Lakewood’s Bozza Identifies Two New Short Positions
The firm’s long-short fund, which has exceeded the S&P 500 in its first ten years, offers a rare disclosure of the names of two new short bets.
Stephen Taub July 20, 2017
2017-07-alpha-stephen-taub-lakewood-capital-management-small.jpg

       Lakewood Capital Management office in New York (courtesy Google Maps) It’s rare to see a hedge fund identify by name a stock it is shorting. That’s why it’s always exciting to

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