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      55+ Years of Analysis & Insight

      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.

      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
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      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
      Private Markets, Public Access

      Private Markets, Public Access
      Will 2025 Be the Year of Diversification in Equities?

      Will 2025 Be the Year of Diversification in Equities?
      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
      Market Volatility May Boost Distressed Credit Opportunities

      Market Volatility May Boost Distressed Credit Opportunities
      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
      With Deals Still Stalled, Family Offices Emerge to Fill the Gap

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

      VC Is Down — But Private Placements for Post-IPO Companies Are Up
      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO

      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO
      Artificial Intelligence, Meet Private Equity. They’re Here to Help.

      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
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      Who Will Be the Next Larry Fink?
      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
      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO

      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO
      “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
      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
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      Why Private Equity Wins: Reflecting on a Quarter-Century of Outperformance

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      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
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      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
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      With $20 Trillion in Private Markets, the Lack of Transparency Is No Longer Okay
      Shifting Product Priorities: What Firms Have Added in the Last Five Years

      Shifting Product Priorities: What Firms Have Added in the Last Five Years
      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
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      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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      Valuations Have Dropped, but Not Enough to be “Cheap”
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      II Communities on Infrastructure
      Fireside Chat: Fixed Income Market Structure Evolution

      Fireside Chat: Fixed Income Market Structure Evolution
      Private Markets, Public Access

      Private Markets, Public Access
      Market Volatility May Boost Distressed Credit Opportunities

      Market Volatility May Boost Distressed Credit Opportunities
      Will 2025 Be the Year of Diversification in Equities?

      Will 2025 Be the Year of Diversification in Equities?
      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
      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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      MAY 13

      11th Annual Redefining Fixed Income Forum

      Four Seasons Chicago | Chicago

      MAY 14

      2025 Asia Single Family Office Roundtable

      Four Seasons Hotel Singapore

      MAY 14

      Private Credit Forum Chicago 2025

      Four Seasons Chicago | Chicago

      MAY 15

      2025 ASEAN Global Investment Forum

      Four Seasons Hotel Singapore

      MAY 22

      DACH Alternatives & Private Markets Symposium 2025

      FIVE Zurich Hotel | Zürich

      JUN 2-4

      2025 Endowments & Foundations Roundtable East

      Four Seasons Hotel Boston | Boston

      JUN 3-4

      Emerging Talent Academy - Boston 2025

      Four Seasons Hotel Boston | Boston

      JUN 17

      EI CEO June Lunch 2025

      London | Hook

      JUN 25-27

      European Single Family Office Symposium 2025

      Beau-Rivage Palace, Lausanne | Lausanne

      SEP 9-10

      2025 European Fixed Income Trading Summit

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 17

      2025 한국 글로벌 투자 포럼 2025 Korea Global Investment Forum

      Four Seasons Hotel Seoul | Seoul

      OCT 8

      2025 MEII Abu Dhabi Institutional Investor Summit
      NOV 6

      2025 北京环球投资论坛 2025 Beijing Global Investment Forum

      Beijing

  • About Us
taub.png
Stephen Taub
Valiant Fattens up on Eli Lilly Shares
Why the Tiger Grandcub has made the drug giant its biggest long position and expects interest rates to rise to their historic averages.
Stephen Taub November 2, 2023
art-valiantlilly-1102.jpg

Illustration by II

Valiant Capital Partners has made a big bet on Eli Lilly.The drug giant is currently the largest long equity position of the Tiger Grandcub, accounting for 8.66 percent of the firm’s capital, according to the third-quarter letter, which was obtained by Institutional Investor.In the letter,

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