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53% of managers believe AI stocks are already in a bubble
Posted: November 18, 2025
As market anxiety grows about the artificial intelligence spending boom, a majority of fund managers believe companies are overinvesting in [Read More]
Large hedge funds cut exposure to some mega-cap tech stocks in Q3, positions added in other sectors
Posted: November 17, 2025
Some of the largest (current and retired) hedge funds cut exposure in some mega-cap tech stocks in Q3 while adding [Read More]
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Sampling of New Funds in 2026
Posted: November 16, 2025
Hedge Fund Firm/Individual Fund Focus Expected Date/Amount Comment Daniel Senft NX1 Capital will start in January 2026 with at [Read More]
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Launches: Riptide Advisors uses a farm team approach to developing new talent
Posted: November 16, 2025
Tyler Errickson’s Riptide Advisors, a multi-strategy fund, launches on January 1 using a farm team approach. The fund is similar [Read More]
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Emory doubles its stake in Grayscale Bitcoin while Harvard triples holdings in BlackRock’s iShares Bitcoin Trust (Correction)
Posted: November 16, 2025
Signs are pointing to endowments’ increasing interest in Bitcoin through ETFs. Though the allocations are small, endowments are becoming more [Read More]
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