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

Green is launching an asset manager designed to exploit the market distortions he has criticized for years.

Michelle Celarier

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Stan Druckenmiller’s Buying Binge 

Stephen Taub

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These Tigers Shuffle Core Holdings

Stephen Taub

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D1 Capital Emerges as Largest Hedge Fund Holder of SpaceX

Stephen Taub

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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

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Affinity, Janus Henderson Outpace Biopharma Peers in Tough Month

Stephen Taub

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

James Comtois

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Why Greenlight Is Betting on These Five Stocks

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

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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.

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Public Pensions Pursue ‘Responsible Experimentation’ With AI

James Comtois

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From the Archive: Data Sabotage Might Be the New Cyberattack

Angelo Calvello

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Maverick Keeps Winning Even as Chip Stocks Crumble

Stephen Taub

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Third Point Hit by Momentum Reversal, Posts July Decline

Stephen Taub

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July Was the Month the Crowded AI Trade Reversed

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Light Street Stung by July Tech Rout, Still Tops Broader Market

Stephen Taub

IBM's Softlayer Cloud Data Center Ahead of Earns Figures

Commonfund Remains Optimistic About Equities, But Warns AI Boom Will Slow

James Comtois

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Why OCIO Firms Are Targeting Healthcare Portfolios

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D.E. Shaw’s Latest Offering

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

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A BDC Watchlist Finds $5.7 Billion in Portfolio Loans ‘At-Risk’

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Churchill’s Ken Kencel on Private Credit’s Second Act

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Opinion: When Workers’ Capital Funds Their Own Displacement

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Biotech IPO Fever Shows No Signs of Breaking

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Greenlight Gains 5 Percent in July, But Clues to Rally Remain Scarce

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Hedge Funds Back Record Number of Billion-Dollar VC Funding Rounds

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Dillon Trust Sees Opportunity in Water Despite Political Risks

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North Carolina Expands Barings Mandate With $2.1 Billion for RE Debt and Capital Solutions

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Haidar Overhauls Portfolio as Losses Mount

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Building the Bench: How the University of Iowa Is Training the Next Generation of Insurance Investment Talent

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