News

Hedge fund manager Einhorn sees upside for gold and inflation
A hot streak for gold helped fuel a strong start to the year for Greenlight Capital, and hedge fund manager David Einhorn ...
Baron Discovery Fund Added Wingstop (WING) on a Dip
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy ...
Here’s Why CVS Health Corp. (CVS) Traded Higher in Q1
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 ...
TPG (TPG) Fell Despite Reporting Distributable Earnings Above Expectations
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” first ...
Here’s How the Short-Term Issues are Affecting Kosmos Energy Ltd. (KOS)
Hotchkis & Wiley, an investment management company, released its “Hotchkis & Wiley Mid-Cap Value Fund” first quarter 2025 ...
Do You Believe in the Growth Potential of Valvoline (VVV)?
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” first quarter 2025 investor ...
Strong Results Lifted Kratos Defense & Security Solutions (KTOS)
Baron Funds, an investment management company, released its “Baron Discovery Fund” first quarter 2025 investor letter. A copy ...
JD Supra6h
Key Takeaways from the FCA’s Multi-Firm Review of Smaller Asset Managers and Alternatives Firms
On 8 May 2025, the United Kingdom Financial Conduct Authority (the FCA) released the findings from its multi-firm review ...
PENN Entertainment’s war with hedge fund escalates
The tussle with HG Vora goes back to 2023 when, PENN, responding to a request by HG Vora, hosted a 90-minute-long discussion with its representatives about strategy and other matters.
Third Point Details Stakes in U.S. Steel, Kenvue in Filing
Separately, Toms Capital Investment Management also built positions in U.S. Steel and Kenvue during the first quarter, ...
The Buffett Blueprint: 3 Wealth-Building Habits That Separated the Oracle From Wall Street's Crowd
Buffett seems to have done it again, electing in 2024 to hoard cash and make very limited investments, which included ...
Unaffordable, unstable housing could be fuel for the next economic crisis | Letters
Private equity firms are now treating housing like they once treated tech: scale fast, extract profit, exit. Bubbles grow, ...