This content is from: Premium Private Market Shows Signs of Life At least one hedge fund reported an increase in the value of its private portfolio in the first quarter. By Stephen Taub June 05, 2023
This content is from: Research The Research Firms Helping Investors Navigate Asia In what experts describe as dynamic, divergent markets, one sell-side provider rises above the rest. By Alexandra DeLuca May 30, 2023
This content is from: Portfolio Why Bill Ackman’s Growing Bet on Howard Hughes Points to a Future U.S. Listing The hedge fund, which has underperformed so far this year, recently increased its stake in the real estate company. By Michelle Celarier March 07, 2023
This content is from: Portfolio New Study Shows Non-Bank Lenders Contain Credit Risk and Stem Losses “Quite surprisingly, PE-backed loans appear to have lower credit risk relative to comparable non-PE-backed loans, at least when measured by expected losses,” argue researchers. By Alicia McElhaney May 09, 2023
This content is from: Premium Hedge Fund Favorites Outpace the Markets in the First Quarter Two companies heavily skewed the first-quarter results of the 15 stocks most widely held by hedge funds. By Stephen Taub April 04, 2023
This content is from: Portfolio Investors Sold REITs in Response to the Banking Crisis. They May Have Overreacted. “We are less focused on the risks to REITs and more focused on where private market property valuations are going,” says Cohen & Steers’ Rich Hill. By Hannah Zhang April 03, 2023
