Brown names new Investment Office leaders, as chief investment officer departs after record growth... [more]Brown University chief investment officer Jane Dietze will leave at the end of 2026 to become the first CIO of the Fund for Science and Technology. Deputy CIO Joshua Kennedy will succeed her, while Peter Levine becomes deputy CIO; Brown's endowment grew from USD3.2bn to USD8bn over the decade th
US mutual funds underweight AI equities... [more]There is a gap opening up in US equity markets, and it is costing mutual fund managers dearly. Large-cap active mutual funds are now sitting roughly 107 basis points underweight in AI-related equities relative to their benchmarks, according to a Goldman Sachs analysis covering 504 actively managed m
Tech hedge fund SoMa Equity Partners shuts down... [more]San Francisco-based SoMa Equity Partners is shutting down and returning capital to investors after roughly a decade in business. The technology-focused stockpicker, led by former Apex Capital CIO Gil Simon, managed around USD2bn after assets peaked above USD4bn in 2021; its largest disclosed holding
The nicest guy in hedge funds is having a hard year. What next for Taula Capital?... [more]Diego Megia's Taula Capital reportedly lost 9.6% between March 1 and March 20 following the outbreak of the Iran war and had recovered to around a 5% loss by early August, although the firm has not confirmed its recent performance. Taula launched in 2024 with USD5bn, 60% of it from Millennium, and h
Silver Lake sues Carl Icahn, hedge funds over $13bn Endeavor buyout... [more]Silver Lake has sued Carl Icahn and dozens of hedge funds, seeking to prevent them from pursuing court-ordered appraisals of Endeavor shares acquired after Silver Lake announced its USD13bn takeover. The funds bought shares after the USD27.50-a-share deal was announced and are using Delaware apprais
Will prediction markets lead to disaster? It's a safe bet... [more]Prediction markets are expanding from sports into contracts tied to elections, wars, wildfires and economic events, but IMD professor Jerry Davis argues that they are fundamentally different from investment markets because their contracts are not backed by future income. He warns that their rapid ex
Corvex pushes for a Whitbread board seat, not a sale... [more]Corvex Management wants Premier Inn owner Whitbread to call a general meeting to appoint Corvex partner James Gemmel to its board, after dropping its earlier demand for a sale of the company. Corvex owns around 6.4% of Whitbread and says a board seat would allow it to press management to examine str
Bessent's financial disclosure shows $228m in assets, nine bank accounts... [more]U.S. Treasury Secretary Scott Bessent's latest financial disclosure document shows that in 2025 - his first year in office - he earned at least $5.1 million from assets valued at a minimum of $228 million.
Bessent disclosed on Tuesday that he has nine bank accounts, each holding at least six figu
Saba conceals UK investment trust targets in ETF restructuring... [more]Boaz Weinstein's Saba Capital has restructured its Saba Capital Investment Trusts UCITS ETF as a semi-transparent ETF to prevent other traders from frontrunning its UK investment trust positions. Full holdings will now be disclosed quarterly with a one-month delay instead of daily, while authorized
Hedge funds want to take control of Thames Water. What could it mean for bills?... [more]More than 100 creditors, including hedge funds and distressed-debt investors, have formed London & Valley Water and proposed taking control of Thames Water, writing off billions of pounds of debt and providing GBP10bn of new capital. Thames Water has around GBP19.1bn of debt and bills rose about 40%
London's most expensive house has a new owner. Who is the hedge fund billionaire who bought it?... [more]Hedge fund billionaire Suneil Setiya, co-founder of quantitative investment firm Quadrature Capital, bought Providence House in Chelsea from property developer Nick Candy for a reported GBP275m, making it London's most expensive residential transaction. Setiya, whose firm manages billions using syst
And, finally: Happy Birthday! But, how did they do that?... [more]From UPI: An Iowa family is being recognized by Guinness World Records for an unusual distinction: five generations sharing the same birthday. The record-keeping organization confirmed Fred Harlow and his family officially hold the record for the most generations born on the same day.
Harlow was
In an era of deepfakes, phantom fortunes, and narrative warfare, the challenge of distinguishing reality from illusion has never been more acute. For those stewarding generational wealth, the stakes are existential. This 11th edition of Horizons delves into the critical quest for clarity, offering a toolkit to navigate a world rife with deception and to build a foundation of verifiable trust.
Our journey begins with a chilling investigation into
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By Ruud Smets, Chief Investment Officer and Managing Partner, Theta Capital. Data and developments as of 4 September 2026.
For the first time in blockchain's history, capital is lagging adoption.
Finance is moving onchain. Assets and financial functions such as exchange, lending, settlement, c..
Matthias Knab, Opalesque for New Managers: On July 9th, participants from 28 countries joined Opalesque's "Kant & Capital" webinar - not for a lecture, but for a workshop. The premise: after sixty years of labels - SRI, triple bottom line, ESG, impact - each of which fell short of its promise, i..
