The Essential

Outspoken Hedge Fund Manager Loses Investor After Political Rift

Hedge fund founder Claire Brown speaks out against Trump, war, and more — and the backlash that followed.

Cambridge Associates: Diversify (to Real Assets) Before the AI Bubble Bursts

“It would be shocking to have a massive technological shift without massive overbuilding,” says Cambridge’s Celia Dallas.

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How Global Tensions Are Reshaping U.S. Equity Risk

Event-Driven Fund Posts Double-Digit Returns in Each of Its First Five Years

“In an era where capital has commoditized most traditional strategies, substantial alpha remains in the friction of legal, regulatory, and event-driven complexity.”

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