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Valiant Bets Against Credit as Hansen Sees Risks Markets Are Missing

The Tiger Cub is launching a new side pocket vehicle to expand its credit hedges as it builds conviction that risks are underpriced.

Duquesne Family Office Cuts Back — Then Loads Up on New Bets

Stan Druckenmiller shrank his U.S. portfolio but opened 30 new positions, including fresh moves into chips and Argentina.

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Revitalizing US Infrastructure: Why Pension Capital Is the Missing Link

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.

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