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After a Remarkable Run, Concentration Cuts Both Ways

A decline in Carvana is weighing on one of the industry's most concentrated hedge funds after years of outsized returns.

Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator

A new survey from Clearwater shows spending continues to rise, but “the firms generating the strongest outcomes are not the ones spending the most on AI, but the ones building on data they can trust.”

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Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market

Perceptive’s SPAC Finally Completes Merger

Several hedge funds are poised to capitalize on this long-awaited deal.

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