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Discovery’s Strong June Reinforces Its Bet on a More Selective AI Boom

Robert Citrone’s hedge fund is positioning itself for second half of 2026, finding opportunities in AI infrastructure, emerging markets, and a weaker U.S. dollar.

How Third Point Generated Strong Gains With Less Market Risk

Dan Loeb’s hedge fund returned 7.9 percent in the second quarter despite maintaining a defensive posture and relatively low equity exposure for much of the year.

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Creative Disruption: Private Markets in 2026 

PivotalPath: Hedge Funds Post One of Their Best First Halves in Nearly Three Decades

Technology funds remained the standout performers through June, helping propel hedge funds to one of their strongest first-half showings since the late 1990s.

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Discovery’s Big Digital Asset Bet

Stephen Taub

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New York, NY 10020

 

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