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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.

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      What History Reveals About U.S. Debt Downgrades
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      Greenlight Capital’s Bearishness Continues to Backfire
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      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
      Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity

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      Middle Market PE Firms Optimistic for 2026 Deal Revival

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      Schroders: Half of U.S. Investors Expect Greater Vol than 2008

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      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory

      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory
      ‘Unintended Consequences’ of Section 899 Could Spark Foreign Investment Retreat

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      The Rise of Oil Options: Why More Traders Are Getting Involved

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      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

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      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?

      Solana vs. Bitcoin vs. Ethereum: How Do They Compare?
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      Open Architecture and Next-Gen Technology Help Support Model Delivery
      Maximizing Impact: The Role of TAMP Selection in Effective Investment Distribution

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      Coatue Makes a Dozen VC Deals in Q2

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      Podcast: Uncovering Opportunities in Direct Real Estate

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      Tiger-Related Hedge Funds Gain Ground — Some Faster Than Others

      Tiger-Related Hedge Funds Gain Ground — Some Faster Than Others
      Kristin Agatone, Chief Investment Officer, Lehigh University

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      Private Equity’s Fundraising Demands Far Outstrip Supply

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      Infrastructure Debt Positioned Well for the Year Ahead

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      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’

      Cornell’s CIO on Endowments Selling PE Stakes: ‘I Don’t Know What’s Going on There’
      Managers Bet Big on Asset-Based Lenders

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

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      Opinion: Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?

      Opinion: Can the ‘Alpha in the Elevators’ Give Active Managers the Edge They Need?
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      The Rise of Oil Options: Why More Traders Are Getting Involved

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      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO

      MacArthur Taps Nature Conservancy Vet to Replace Outgoing CIO
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      Artificial Intelligence, Meet Private Equity. They’re Here to Help.
      Georgetown Names Lehigh Investment Chief to Oversee $4B Endowment

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      Yale Law School Dean to Head Ford Foundation

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      Maryland Retirement Appoints New (And Familiar) Acting CIO

      Maryland Retirement Appoints New (And Familiar) Acting CIO
      After Turbulence and Turnover, Ohio Teachers Lands Executive Director

      After Turbulence and Turnover, Ohio Teachers Lands Executive Director
      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio

      Brian O’Neil (Briefly) Pauses His Retirement to Oversee Wallace’s $1.7B Portfolio
      Seattle Children’s CIO Puts Conviction Over Diversification

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      Investors Reach for What They Recognize

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      Managers Bet Big on Asset-Based Lenders

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      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

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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

      Rising Federal Debt and Fewer Institutional Buyers Means an Increased Need for Private Credit
      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal

      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
      ‘More Compelling Entry Point’ Coming, Says Discovery

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      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?

      Will Hedge Funds’ Pivot to Private Markets Help or Hurt Them?
      Third Point Boosts Market Bets in May

      Third Point Boosts Market Bets in May
      Seattle Children’s CIO Puts Conviction Over Diversification

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      New Vontobel SFA Chief Courts Investors Diversifying Away From the U.S.

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      David Einhorn’s Hedge Fund Swooned as the Market Soared Last Month

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      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

      What History Reveals About U.S. Debt Downgrades
      Is the SPAC Comeback for Real?

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      How Tax Changes Will Upend Investing at Endowments and Foundations

      How Tax Changes Will Upend Investing at Endowments and Foundations
      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal

      ‘Revenge Tax’ to be Removed from Bill After Bessent Strikes G7 Deal
      Gary Gensler: Institutions Should Be Sweating Over the New U.S. Economic Trajectory

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      NC State Treasurer Wins His Fight for Reforms to Resuscitate State Pension

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      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything

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      Hedge Funds Are on Pace for a Strong Second Quarter

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      Robeco Fundamental Equities: High-conviction Strategies to Target Alpha

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      Judy Chambers, Managing Director, Meketa Investment Group

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      MSU CIO Philip Zecher’s Scientific Method

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      Coatue Makes a Dozen VC Deals in Q2
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      Sagard Hires Acquisitions Head in Push for SW Real Estate
      Tiger-Related Hedge Funds Gain Ground — Some Faster Than Others

      Tiger-Related Hedge Funds Gain Ground — Some Faster Than Others
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      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
      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025

      Profit Pressure: Why COOs and CFOs are Bracing for a Tough 2025
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      CFOs and COOs Show Less Favor in Emerging Markets

      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
      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
      Investors Reach for What They Recognize

      Investors Reach for What They Recognize
      Judy Chambers, Managing Director, Meketa Investment Group

      Judy Chambers, Managing Director, Meketa Investment Group
      Leena Bhutta, Chief Investment Officer, Doris Duke Foundation

      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
      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
      Strategic Gaps and Leadership Blind Spots

      Strategic Gaps and Leadership Blind Spots
      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
      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”
      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

      What History Reveals About U.S. Debt Downgrades
      Podcast: Uncovering Opportunities in Direct Real Estate

      Podcast: Uncovering Opportunities in Direct Real Estate
      Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity

      Global Real Estate Rebound: Signs of Sustainable Recovery and Opportunity
      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
      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything

      Higher Taxes Could Reshape How Endowments and Foundations Think about Almost Everything
      Infrastructure Debt Positioned Well for the Year Ahead

      Infrastructure Debt Positioned Well for the Year Ahead
      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities

      Future Return Expectations Are Not a Straight Line, Especially in U.S. Equities
      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
      U.S. Imports Surge Amid Tariff Uncertainty

      U.S. Imports Surge Amid Tariff Uncertainty
      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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      600 Asset Managers | 90+ Annual Events

      We drive growth by creating communities across the investment ecosystem and foster conversations where members share their collective intelligence, innovative observations, and experience as industry leaders in an off-recording setting.

      JUL 15

      Retirement Leaders Roundtable 2025

      MassMutual Fan Pier Campus | Boston

      JUL 23

      2025 Chief Marketer Institute Content Summit
      SEP 9-10

      2025 European Fixed Income Trading Summit

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 9-12

      2025 International TraderForum

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 9-10

      RIA West Investment Forum 2025

      Balboa Bay Resort | Newport Beach

      SEP 9-10

      17th Annual DC Institute Half Moon Bay Symposium

      The Ritz-Carlton | Half Moon Bay

      SEP 9

      2025 MENA International TraderForum

      Torre Melina, a Gran Meliá Hotel | Barcelona

      SEP 10

      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 17

      2025 한국 글로벌 투자 포럼 2025 Korea Global Investment Forum

      Four Seasons Hotel Seoul | Seoul

      SEP 17-19

      UK Forums 2025 European Investment Roundtable

      Copenhagen Marriott Hotel | Copenhagen

      OCT 8

      2025 MEII Abu Dhabi Institutional Investor Summit
      OCT 14

      2025 Asia Private Market Leaders Forum

      Conrad Hong Kong

      NOV 6

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

      The Ritz Carlton Beijing, Financial Street | Beijing

      FEB 2-4

      Endowments & Foundations Roundtable West 2026

      Fairmont Scottsdale Princess | Scottsdale

  • About Us
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Stephen Taub
Premium
Whale Rock Launches Long-Only Funds
The TMT specialist is launching the funds following a year in which its long-short fund lagged the market.
Stephen Taub January 23, 2020
Boston, Mass. (Brent Lewin/Bloomberg)

Boston, Mass.

(Brent Lewin/Bloomberg)

Whale Rock Capital Management is the latest hedge fund firm to launch long-only funds.The Boston firm headed by Alex Sacerdote disclosed in a regulatory filing it has raised money for three related funds: Whale Rock Long Opportunities Fund, an offshore version

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