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For Members Only

Discovery’s Memory Trade Stands Out in AI Boom

As much of the AI buildout hinges on future expectations, constrained memory supply is already generating strong revenue, pricing, and cash flow.

Stephen Taub

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PivotalPath: Technology Leads Returns — and Allocator Demand

The Editorial Team

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Microcaps Are Beating Large Caps — But Allocators Aren't Biting

James Comtois

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For Members Only

Coatue Ramps Up Venture Activity With Flurry of Deals

Stephen Taub

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For Members Only

Flight Deck Posts Blowout May on Global Chip Positions

Stephen Taub

Stuart Fiertz

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test

Julie Segal

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Documentary Argues Pensions’ Move Into Alternatives Comes at a Cost

Michelle Celarier

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For Members Only

Third Point Increases Net Long Exposure As a Handful of Winners Lift Returns

Stephen Taub

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Andrew Left’s Fraud Conviction Raises New Risks for Activist Short Sellers

Michelle Celarier

IRS building

Will the Booming ‘Tax Aware’ Hedge Fund Business End in Tears?

Michelle Celarier

smaller alternative

As Wealth Firms Grow, Some Clients Look for Smaller Alternatives

John Crabb

Downtown Cincinnati (Credit: Jeremy Poland / Getty Images)

Why One Life Insurer Is Taking More Equity Risk Than Peers

James Comtois

AI brain technology OpenAI Anthropic

Anthropic’s Backers Include a Who’s Who of Hedge Funds

Stephen Taub

Sacramento, California. (David Paul Morris/Bloomberg)

How CalSTRS Turned a $200m Bet into a Broader Partnership with ABS Global

James Comtois

Ken Tropin

Graham Capital’s Ken Tropin Named 2026 Hedge Fund Lifetime Achievement Award Winner

Michelle Celarier

protection

Greenlight Trades Upside for Protection as Rally Extends

Stephen Taub

rising stars

These Are Institutional Investor’s 2026 Hedge Fund Rising Stars

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Presenting the Finalists for the 2026 Allocators’ Choice Awards 

The Editorial Team

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II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.

The Editorial Team

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Valiant Bets Against Credit as Hansen Sees Risks Markets Are Missing

Stephen Taub

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Emerging Markets Are an Unlikely Winner of the AI Boom

John Crabb

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Light Street’s New Strategy Is Taking Hold

Stephen Taub

commodities
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This CTA Is Outpacing Peers With Triple-Digit Gains

Stephen Taub

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Inside Viking’s Hybrid Strategy for Investing Across Public and Private Markets

Stephen Taub

AI technology

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

Julie Segal

money
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High Ground Delivers Another Big Month, Draws Fresh Capital

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tokenization

The Middle East’s Lead in Tokenized Finance Faces New Pressure

Beth Ure

tiger

Top Hedge Funds Are Reshaping Their Portfolios

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shake up

Duquesne Family Office Cuts Back — Then Loads Up on New Bets

Stephen Taub

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Why Discovery Is Loading Up on Chips

Stephen Taub

II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.

The finalists for Corporate Pension Plan CIO, Team of the Year, Allocator/Manager Partnership, and the award for Leadership and Vision are out now.
<p>II Reveals More Nominees for the 2026 Allocators’ Choice Awards. Now It’s Time to Vote.</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