Bessent vs Lutnick

Posted: November 16, 2024

Elon Musk has publicly supported Howard Lutnick, the CEO of Cantor Fitzgerald and co-head of the Trump transition team, for [Read More]
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Sightings…

Posted: November 14, 2024

John Curtice has left Millennium Management as he reportedly exceeded Millennium’s risk limit guidance.  His loss was believed to be [Read More]
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Who bought Tesla in Q3? Who sold?

Posted: November 14, 2024

In Q3, prior to Donald Trump’s November 5 Presidential win, many hedge fund managers were buying Tesla which they saw [Read More]
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Endowment Scorecard: Clemson 11.9%, Penn State University 10.6%, University of Utah 10.0%, Colby 8.13%

Posted: November 13, 2024

The trend continues – those endowments with larger exposure to equities – outperformed while those with larger exposure to alternatives [Read More]
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Delaware Public Employees Retirement System allocates to Cantillon and Viking

Posted: November 13, 2024

At its September 17 investment committee meeting, the Delaware Public Employees Retirement System approved a $350 million allocation to Cantillon [Read More]
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