AGF now owns 50% of New Holland Capital... [more]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 resu
Hedge funds are Aimaxxing... [more]From the FT: Goldman Sachs' latest "Hedge Fund Trend Monitor" came out last week, and as the title says, the masters of the universe are "all in on AI". As a reminder, the report collects together the individual positioning data of over 1,000 US-registered hedge funds, wit
Goldman Sachs warns of "SaaSpocalypse" as hedge funds exit software stocks... [more]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.
Hedge funds are losing their edge in a world of ETFs... [more]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.
Bill Ackman's "Baby Buffett" model is democratizing hedge fund ownership, analyst says... [more]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.
Fund expenses: Practical considerations for hedge fund managers... [more]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.
Andrew Left testifies in his own securities case... [more]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.
Crypto fund outflows intensify to USD 1.47 billion... [more]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.
One part of Jain Global is up in the air as its deal with hedge fund giant Millennium moves ahead... [more]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
Ellis Partners and Baupost Group buy Santa Clara office complex for USD 310 million... [more]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.
Alaskans warned of suspected cryptocurrency investment fraud... [more]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.
Inside the last big hunt for money from Petters fraud... [more]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.
Trader who exited USD 50 million job for Brevan leaves after a year... [more]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.
Iran war fallout is amplifying Europe's financial vulnerabilities, ECB warns... [more]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.
ECB warns of market correction risks... [more]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.
And, finally: No, you can't order beer there... [more]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 negatively impacted pub
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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Matthias Knab, Opalesque for New Managers: When BlackRock's Spring 2026 Hedge Fund Outlook landed, much of the commentary focused on its bullish stance toward hedge funds - the rising dispersion, the M&A acceleration, the macro opportunities. But the most important warning in the report has rece..
