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European Real Estate Credit Firm Zenzic Expands With $100m Commitment from Stable Asset Management

CEO Nadine Buckland says they're in parts of the lower and middle market “where the fish are fat, but not many people fishing in those waters."

James Comtois

Surge
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Tiger Funds Surge on AI and Semiconductors

Stephen Taub

Sohel Hussain

Meyer Memorial Trust’s Sohel Hussain Launches Investment Advisory

James Comtois

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New York Life Gets into Resi Mortgage Loans as Scale Forces New Bets

James Comtois

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De-Dollarization Doesn’t Mean Capital Is Leaving America

Jonathan Kandell

Anton Orlich

CalPERS Promotes Anton Orlich to Private Markets Deputy CIO

James Comtois

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Discovery’s Memory Trade Stands Out in AI Boom

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

Stuart Fiertz

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

Julie Segal

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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

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

Michelle Celarier

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

Michelle Celarier

AI brain technology OpenAI Anthropic

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

Stephen Taub

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As Wealth Firms Grow, Some Clients Look for Smaller Alternatives

John Crabb

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Why One Life Insurer Is Taking More Equity Risk Than Peers

James Comtois

Ken Tropin

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

Michelle Celarier

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

Recent Articles

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Jericho’s High-Conviction Playbook Shows Its Edge in May

Stephen Taub

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Light Street’s New Strategy Is Taking Hold

Stephen Taub

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

James Comtois

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Greenlight Trades Upside for Protection as Rally Extends

Stephen Taub

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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

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

Julie Segal

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Valiant Bets Against Credit as Hansen Sees Risks Markets Are Missing

Stephen Taub

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High Ground Delivers Another Big Month, Draws Fresh Capital

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