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Jericho’s Three-Year Hot Streak Shows No Signs of Cooling

With concentrated positions in AppLovin, Nvidia, and Alphabet, Josh Resnick’s firm posted its second-best year ever.

Are Evergreen Funds Too Good to be True?

The NYSE debut of Bluerock’s BPRE at a huge discount to NAV illustrates one of the strategy’s biggest problems.

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6 for 2026: Essential Questions for Investors 

Light Street Caps Big Year After Dialing Back Chip Bets

Glen Kacher’s tech-focused hedge fund surged nearly 38 percent in 2025, even as it trimmed semiconductor exposure heading into the fourth quarter.

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