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      Volatile Macro Fund Haidar Leads Peers With Double-Digit Gain

      Volatile Macro Fund Haidar Leads Peers With Double-Digit Gain
      Managers’ Bullish Outlooks Remain — But the Price of Gold Is Telling a Different Story

      Managers’ Bullish Outlooks Remain — But the Price of Gold Is Telling a Different Story
      Five Things to Watch in Energy Markets in 2025

      Five Things to Watch in Energy Markets in 2025
      Mega Hedge Fund Launches Are Rare — and Don’t Ensure Lasting Success

      Mega Hedge Fund Launches Are Rare — and Don’t Ensure Lasting Success
      With Frantic Pace of Changes, Investors’ Concerns About Instability Rise

      With Frantic Pace of Changes, Investors’ Concerns About Instability Rise
      Greenland Noise Could Spur Push for More Favorable Investing Policies

      Greenland Noise Could Spur Push for More Favorable Investing Policies
      Janus Henderson to Expand Institutional

      Janus Henderson to Expand Institutional
      There’s a Trump Bump for Short Sellers — At Least in One Sector

      There’s a Trump Bump for Short Sellers — At Least in One Sector
      Artificial Intelligence, Meet Private Equity. They’re Here to Help.

      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
      Model Portfolios to Deliver Alternative Asset Exposure

      Model Portfolios to Deliver Alternative Asset Exposure
      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?

      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
      Open Architecture and Next-Gen Technology Help Support Model Delivery

      Open Architecture and Next-Gen Technology Help Support Model Delivery
      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution

      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution
      What API and EIA Data Reveal About Crude Oil Markets

      What API and EIA Data Reveal About Crude Oil Markets
      Model Portfolios Simplify Wealth Managers’ Messaging with Clients

      Model Portfolios Simplify Wealth Managers’ Messaging with Clients
      Who Will Be the Next Larry Fink?

      Who Will Be the Next Larry Fink?
      Building Resilient Portfolios: Infrastructure’s Strategic Advantage

      Building Resilient Portfolios: Infrastructure’s Strategic Advantage
      Artificial Intelligence, Meet Private Equity. They’re Here to Help.

      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
      Advisors and Their Clients Call for New Asset Classes in Model Portfolios

      Advisors and Their Clients Call for New Asset Classes in Model Portfolios
      Methanol Gains Traction as an Alternative Energy Source

      Methanol Gains Traction as an Alternative Energy Source
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      With Deals Still Stalled, Family Offices Emerge to Fill the Gap
      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty

      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
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      VC Is Down — But Private Placements for Post-IPO Companies Are Up
      Big Allocators Double Down on Private Credit Amid Market Volatility

      Big Allocators Double Down on Private Credit Amid Market Volatility
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      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
      More Deals May Be in the Works as Wilshire Names New CEO

      More Deals May Be in the Works as Wilshire Names New CEO
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Model Portfolios Simplify Wealth Managers’ Messaging with Clients

      Model Portfolios Simplify Wealth Managers’ Messaging with Clients
      Who Will Be the Next Larry Fink?

      Who Will Be the Next Larry Fink?
      Facing a Liquidity Crisis, Venture Must Move Past the ‘IPO or Bust’ Mentality

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      Podcast: Exploring Options and Options-based Investing Strategies

      Podcast: Exploring Options and Options-based Investing Strategies
      Allspring Chooses CEO With Expertise in ‘Tech and Ops’ as Manager Preps for Growth

      Allspring Chooses CEO With Expertise in ‘Tech and Ops’ as Manager Preps for Growth
      “Dogespierre Has Left the Building,” Says JPM’s Michael Cembalest

      “Dogespierre Has Left the Building,” Says JPM’s Michael Cembalest
      Walton Family Consolidates Investment Offices Under Sole CIO

      Walton Family Consolidates Investment Offices Under Sole CIO
      More Deals May Be in the Works as Wilshire Names New CEO

      More Deals May Be in the Works as Wilshire Names New CEO
      Knight Brings Its $2.6B Portfolio Back In-House After Decades of Outsourcing

      Knight Brings Its $2.6B Portfolio Back In-House After Decades of Outsourcing
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Alaska’s CIO on Being Contrarian, Facing a Budget Crisis, and Staying Cool to Headlines

      Alaska’s CIO on Being Contrarian, Facing a Budget Crisis, and Staying Cool to Headlines
      Facing a Liquidity Crisis, Venture Must Move Past the ‘IPO or Bust’ Mentality

      Facing a Liquidity Crisis, Venture Must Move Past the ‘IPO or Bust’ Mentality
      Podcast: Exploring Options and Options-based Investing Strategies

      Podcast: Exploring Options and Options-based Investing Strategies
      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty

      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
      VC Is Down — But Private Placements for Post-IPO Companies Are Up

      VC Is Down — But Private Placements for Post-IPO Companies Are Up
      The Troubles Plaguing Private Capital Create a Windfall for Secondaries

      The Troubles Plaguing Private Capital Create a Windfall for Secondaries
      REITs Are in a Rut

      REITs Are in a Rut
      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance

      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance
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      Tax Hikes, Funding Freezes Threaten University Endowments
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      OCIOs Gain Major Ground With Private Schools

      OCIOs Gain Major Ground With Private Schools
      D1 Capital Defies the Market With Double-Digit Gains

      D1 Capital Defies the Market With Double-Digit Gains
      Third Point Sifts Through Turmoil for Structured and Other Credit

      Third Point Sifts Through Turmoil for Structured and Other Credit
      The Trillion-Dollar Private Credit Market Faces Its First Big Test

      The Trillion-Dollar Private Credit Market Faces Its First Big Test
      David Einhorn’s Early Bear Call Propels Greenlight to the Top

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      VC Is Down — But Private Placements for Post-IPO Companies Are Up

      VC Is Down — But Private Placements for Post-IPO Companies Are Up
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      Even the Savviest Investors Have a Stunning ‘Lack of Conviction’
      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?

      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
      Five Things to Watch in Energy Markets in 2025

      Five Things to Watch in Energy Markets in 2025
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      SEC’s Hester Peirce on What to Expect From the Atkins Agenda
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      How Do FX Markets Respond to U.S. Rate Cuts?
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      David Einhorn’s Early Bear Call Propels Greenlight to the Top
      VC Is Down — But Private Placements for Post-IPO Companies Are Up

      VC Is Down — But Private Placements for Post-IPO Companies Are Up
      Funding Continues to Slip Away From Start-Ups

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      Even the Savviest Investors Have a Stunning ‘Lack of Conviction’
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      Valuations Have Dropped, but Not Enough to be “Cheap”

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      JPMorgan’s Paul Zummo: The Hedge Funds That Are Weathering Market Turmoil

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      Despite the Administration’s ‘Unconventional Approach,’ Dan Loeb Is Still Bullish for 2025

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      Johns Hopkins Lands New CIO from Georgetown

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      Greenlight Posted Its Weakest Results in the Past Four Years

      Greenlight Posted Its Weakest Results in the Past Four Years
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      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
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
      With $20 Trillion in Private Markets, the Lack of Transparency Is No Longer Okay

      With $20 Trillion in Private Markets, the Lack of Transparency Is No Longer Okay
      CIOs Tell Us What Concerns Them Most in 2025

      CIOs Tell Us What Concerns Them Most in 2025
      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums

      Expert Perspectives: C-Suite Insights from II’s Exclusive Forums
      Bear Market Warning Signals Begin to Emerge

      Bear Market Warning Signals Begin to Emerge
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
      Valuations Have Dropped, but Not Enough to be “Cheap”

      Valuations Have Dropped, but Not Enough to be “Cheap”
      Building Resilient Portfolios: Infrastructure’s Strategic Advantage

      Building Resilient Portfolios: Infrastructure’s Strategic Advantage
      Advisors and Their Clients Call for New Asset Classes in Model Portfolios

      Advisors and Their Clients Call for New Asset Classes in Model Portfolios
      Methanol Gains Traction as an Alternative Energy Source

      Methanol Gains Traction as an Alternative Energy Source
      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty

      Private Markets Investment Outlook Q2 2025: Opportunities Amid Uncertainty
      Model Portfolios to Deliver Alternative Asset Exposure

      Model Portfolios to Deliver Alternative Asset Exposure
      Finding, Applying for, and Winning Grant Funding: Tips for Nonprofits

      Finding, Applying for, and Winning Grant Funding: Tips for Nonprofits
      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?

      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
      Gold and Bitcoin Decouple. What's Driving the Divergence's?

      Gold and Bitcoin Decouple. What's Driving the Divergence's?
      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      Trump 2.0 and the Markets

      Trump 2.0 and the Markets
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      11th Annual Redefining Fixed Income Forum

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      Four Seasons Hotel Singapore

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  • About Us
taub.png
Stephen Taub
Could Merck Become an Activist Target? One Hedge Fund Thinks So
Suvretta Capital Management — which is not an activist investor — lays out the case in its second quarter letter.
Stephen Taub September 21, 2018
(Daniel Acker/Bloomberg)

(Daniel Acker/Bloomberg)

Is Merck an attractive target for activists?At least one hedge fund firm thinks so.In its second-quarter letter, dated August 17 and obtained by Institutional Investor, Suvretta Capital Management — which is not an activist hedge fund — makes the case for the drug

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