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Greenlight’s Long Book Is Behind September Loss

David Einhorn’s hedge fund slipped to a 1.5 percent loss for the year after all but one of its top holdings declined last month.

Stephen Taub

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.”

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

Three months ago, I found a manager who has been doing just this for two decades without LLMs
Angelo Calvello August 24, 2026