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The Performance Gap Between the Best and Worst Endowments Was ‘Astronomical’

OCIO Analytics’ Brad Alford says the 18 percent difference among returns is occurring as “a lot of OCIOs are doing a lot of different things.”

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.

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