Ken Tropin

Ken Tropin Plays the Long Game With Graham Capital

“They come to us because we’re known as having a very strict risk culture and philosophy.”

Michelle Celarier

Businessman Under Magnifying Glass Concept of Recruitment and Selection - stock photo

Allocators Aren’t Retreating From Private Credit — But They Are Scrutinizing Their Managers

James Comtois

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RA Capital Management, Janus Henderson, Balyasny Back Reverse Merger of Biotech Company

Stephen Taub

map of Asia, China

Overseas Stocks Drive Double-Digit Returns for State Plans Like Louisiana and New York

James Comtois

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Coatue Makes Third Bet on AI Startup in Music and Entertainment

Stephen Taub

AI

AI Mania Boosts These Hedgies

Stephen Taub

AI

Valiant’s Chris Hansen Bullish on AI Spending

Stephen Taub

energetic background

Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Angelo Calvello

fine print

After Andrew Left’s Conviction, Short Sellers Rewrite the Fine Print

Michelle Celarier

Greg Peters

PGIM’s Greg Peters: AI’s Debt Boom Is Giving Credit Investors Rare Leverage.

Julie Segal

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Hedge Fund Giants Stand to Gain from CoVolt IPO

Stephen Taub

trends reverse

CTAs Hit Trouble as Market Trends Reverse

Stephen Taub

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From the Archive: Data Sabotage Might Be the New Cyberattack

Angelo Calvello

man shouting into bullhorn

Michael Green, the ‘Cassandra of Passive Investing’ Puts His Thesis to the Test

Michelle Celarier

shopping bags

Stan Druckenmiller’s Buying Binge 

Stephen Taub

Artificial Intelligence Brain Connected to Servers in Data Center

Why Over-relying on AI For Stock Picks is a ‘Recipe For Disaster’

James Comtois

(Simon Dawson/Bloomberg)

The Returns Gap Shows Investors Can't Stop Chasing Performance

James Comtois

Kai-Fu Lee, CEO of Sinovation Ventures Photograph by Giulia Marchi/Bloomberg

From the Archive: Gerald Tsai Jr. Once Ruled Money. This Man Will Soon Do the Same.

Angelo Calvello

Artificial intelligence chatbot engaging with user requests, demonstrating the capabilities of ai in enhancing communication and improving customer service experiences

Public Pensions Pursue ‘Responsible Experimentation’ With AI

James Comtois

new

D.E. Shaw’s Latest Offering

Stephen Taub

AI

Opinion: The AI Diligence Question Every Asset Owner Should Be Asking

Angelo Calvello

stuck money

More Than $1 Trillion Is Stuck in ‘Zombie’ Private Equity Funds

Michelle Celarier

Recent Articles

losses

Greenlight’s August Loss Cuts Into Strong Year-to-Date Return

Stephen Taub

robotics
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Tiger Global Emerges as Major Hedge Fund Player in Robotics SPAC Deal

Stephen Taub

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For Members Only

These Tigers Shuffle Core Holdings

Stephen Taub

puzzle
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Mandel Turns Over Lone Pine’s Biggest Positions

Stephen Taub

SpaceX

D1 Capital Emerges as Largest Hedge Fund Holder of SpaceX

Stephen Taub

race

Affinity, Janus Henderson Outpace Biopharma Peers in Tough Month

Stephen Taub

making the case

Why Greenlight Is Betting on These Five Stocks

Stephen Taub

chips
For Members Only

Maverick Keeps Winning Even as Chip Stocks Crumble

Stephen Taub

Illustration by II

Continuation Vehicles Ease Pressure on Managers, But LPs Question the Tradeoff

James Comtois

China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk

U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.
<p>China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk</p>
AI Is Making Even Tech Hedge Funds Look Like the S&amp;P 500

AI Is Making Even Tech Hedge Funds Look Like the S&P 500

PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal May 27, 2026