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Despite Healthcare Systems Healing, Hospitals Still Need to Tap into Their Portfolios

Institutional healthcare investors like NEPC are “seeing clients increasingly relying on their operating pools.”

James Comtois

Koenigsberger updated to episode 23

Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway.

Julie Segal

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Systematic Hedge Funds Deliver Near-Record Returns in September

The Editorial Team

tech
For Members Only

Third Point Returns to Meta and Nvidia

Stephen Taub

The Great Dome and Killian Court of the Massachusetts Institute of Technology

Elite Universities Boast Double-Digit Returns, But the Gains Aren’t Spread Equally

James Comtois

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For Members Only

Light Street, Valiant Surged — But Not Enough to Erase Losses from July and August

Stephen Taub

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Emotional Yields and the Price of Feeling Good

Christopher Schelling

eggs in basket

Investors Need to Go Beyond Traditional Diversification Rules to Ferret out Portfolio Exposure to AI

Julie Segal

stocks up

Flight Deck Rebounds and Seligman Tacks on Another Gain

Stephen Taub

Brent Lewin/Bloomberg

Canadian Allocators Plan to Hold Tight with Domestic Private Credit Allocations

James Comtois

SEC

The Continuation Fund Boom Comes With Growing Regulatory Questions

Michelle Celarier

start-up

Coatue Becomes Hedge Funds’ Most Active VC Investor 

Stephen Taub

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Investors Are Underpricing AI’s Political Risk, Xponance Warns

James Comtois

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Washington Gave Macro Hedge Funds a Lot to Work With in August

The Editorial Team

Recent Articles

Essential Allocator Newsletter

Stanford and Penn Blast Off While MIT Stays Grounded

James Comtois

reversal

Lone Pine’s Reversal of Fortune

Stephen Taub

stock market

Kristie Nettles, V.P., Managing Director and Head of Global Insurance and Institutional (North America) Marketing, AllianceBernstein

Institutional Investor

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It May Be Time for Corporate Pensions to Add (Some) Growth Assets

James Comtois

Essential Allocator Newsletter

Independent Sponsors Gain Momentum While Private Credit Loses Steam in Canada

James Comtois

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For Members Only

Greenlight’s Long Book Is Behind September Loss

Stephen Taub

Officium Newsletter

North American Family Offices Surprisingly Upbeat

James Comtois

A wide horizon at sunrise, evoking long-term investing

Tara Giuliano, Chief Marketing Officer, Nuveen

Institutional Investor

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Big Name Hedge Funds Miss Kodiak Sciences’ 178 Percent Stock Rise

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.”
<p>Ken Tropin Plays the Long Game With Graham Capital</p>
Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

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