Opalesque - Alternative Market Briefing

AGF now owns 50% of New Holland Capital

Wed, 27 May 2026 00:00:00 +0000

AGF Management Limited (AGF) will make a subsequent investment in New Holland Capital, LLC (NHC), an alternative manager and part of AGF Capital Partners, AGF 's multi-boutique alternatives business. AGF will exercise certain option rights it holds under its current agreements that will result in ...
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Hedge funds are Aimaxxing

Tue, 26 May 2026 23:58:20 +0000

From the FT: Goldman Sachs ' latest quot;Hedge Fund Trend Monitor quot; came out last week, and as the title says, the masters of the universe are quot;all in on AI quot;. As a reminder, the report collects together the individual positioning data of over 1,000 US-registered hedge funds, with a...
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Goldman Sachs warns of "SaaSpocalypse" as hedge funds exit software stocks

Tue, 26 May 2026 23:56:40 +0000

Goldman Sachs highlighted an aggressive rotation out of software names as hedge funds reduce exposure and shift capital elsewhere. The move suggests investors are becoming more selective following strong AI-related gains and changing valuation expectations....
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Hedge funds are losing their edge in a world of ETFs

Tue, 26 May 2026 23:55:00 +0000

The rise of passive investing and ETFs is creating challenges for hedge funds seeking to outperform markets. The discussion argues that as information becomes more widely available and market access easier, maintaining differentiated alpha may become increasingly difficult....
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Bill Ackman's "Baby Buffett" model is democratizing hedge fund ownership, analyst says

Tue, 26 May 2026 23:53:20 +0000

Analysts highlighted Bill Ackman's approach as potentially giving a broader investor base access to strategies historically associated with hedge funds. The discussion reflects continued efforts to bring alternative-style exposure to retail investors....
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Fund expenses: Practical considerations for hedge fund managers

Tue, 26 May 2026 23:51:40 +0000

Hedge fund managers continue navigating increasingly complex decisions around fund expenses and cost allocation. The discussion focuses on operational considerations and the importance of balancing transparency, compliance and investor expectations....
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Andrew Left testifies in his own securities case

Tue, 26 May 2026 23:50:00 +0000

Andrew Left took the stand in his own defense as legal proceedings continue around securities-related allegations. The case remains closely watched because of broader questions surrounding short selling, research practices and market influence....
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Crypto fund outflows intensify to USD 1.47 billion

Tue, 26 May 2026 23:48:20 +0000

Digital asset investment products experienced significant outflows as investors reduced risk exposure. Market participants continue adjusting positions amid volatility and changing expectations around monetary policy and digital assets....
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One part of Jain Global is up in the air as its deal with hedge fund giant Millennium moves ahead

Tue, 26 May 2026 23:46:40 +0000

Roughly a month since the deal was announced, the disruption seems to be limited to one corner of the firm. While the bulk of the firm's investing businesses are operating as normal and back office staff have been told they are guaranteed compensation through the end of 2026, the firm's fundamental...
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Ripple XRP just filed trademarks that show it is becoming a full financial institution

Tue, 26 May 2026 23:45:00 +0000

Ripple reportedly filed new trademarks suggesting broader ambitions across financial services. The filings have fueled speculation around future products and a larger role in payments and financial infrastructure....
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Ellis Partners and Baupost Group buy Santa Clara office complex for USD 310 million

Tue, 26 May 2026 23:43:20 +0000

Ellis Partners and Baupost Group acquired a major Santa Clara office property in a transaction valued at approximately USD 310 million. The deal suggests continued investor interest in selected commercial real estate opportunities despite broader office market challenges....
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Alaskans warned of suspected cryptocurrency investment fraud

Tue, 26 May 2026 23:41:40 +0000

Authorities warned residents about suspected cryptocurrency-related fraud schemes and urged caution around unsolicited investment opportunities. Regulators continue emphasizing due diligence as fraud cases involving digital assets remain active....
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Inside the last big hunt for money from Petters fraud

Tue, 26 May 2026 23:40:00 +0000

The court-appointed trustee won a big judgment in 2025 against one of Tom Petters' biggest investors after 18 years of chasing the money trail. Now, he's suing the late Chicago financier's widow....
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Trader who exited USD 50 million job for Brevan leaves after a year

Tue, 26 May 2026 23:38:20 +0000

A trader who previously walked away from a compensation package reportedly worth USD 50 million has now departed Brevan Howard after only a year. The development underscores continuing pressure and turnover within highly competitive hedge fund environments....
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Iran war fallout is amplifying Europe's financial vulnerabilities, ECB warns

Tue, 26 May 2026 23:36:40 +0000

The European Central Bank warned that geopolitical tensions involving Iran could increase stress across European financial systems. Policymakers are monitoring potential effects on markets, energy prices and broader economic stability....
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ECB warns of market correction risks

Tue, 26 May 2026 23:35:00 +0000

The ECB highlighted increasing risks surrounding potential market corrections as valuations and geopolitical concerns remain elevated. Investors continue assessing the resilience of markets against possible shocks....
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And, finally: No, you can't order beer there

Tue, 26 May 2026 23:33:20 +0000

Vernus Mayhew, 45, of Dixton, Maine, was arrested after calling 911 four times to request a beer delivery, WGME reported on May 7. "I was drunk, and I was trying to be funny," Mayhew said.The Penobscot County Sheriff's Office was not amused. "This was a serious matter that...
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Opalesque Exclusive: Eagles View Japan Arbitrage Fund up 9.91% YTD as Tokyo convertible issuance accelerates

Mon, 25 May 2026 23:31:40 +0000

Matthias Knab, Opalesque: The Eagle 's View Japan Arbitrage Fund, L.P. returned an estimated +5.65% net in April 2026, bringing year-to-date performance to +9.91% net of all fees, according to a monthly investor letter from Neal Berger, General Partner of Eagle 's View Japan Management, L.P. May is ...
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Wall Street climbs as hedge funds lift AI tech bets and oil prices slide

Mon, 25 May 2026 23:30:00 +0000

Wall Street rose as hedge funds increased exposure to technology and AI-linked shares, according to Goldman Sachs. Oil prices also fell on hopes for progress in US-Iran talks, easing concerns over energy costs and inflation pressure....
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Wall Street eyes cheap NASDAQ stocks and revenue growth leaders

Mon, 25 May 2026 23:28:20 +0000

Wall Street screens highlighted two themes: cheap NASDAQ names with hedge fund support and companies showing strong revenue growth. JD.com and Kimberly-Clark were noted among value-oriented NASDAQ names, while Snowflake, Booking Holdings and Alnylam Pharmaceuticals appeared in revenue-growth screens...
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