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HFA Staff
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2026 Sohn Montreal: Bridgewater’s Karen Karniol-Tambour and Gavekal’s Louis-Vincent Gave on a World Order That Just Broke
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2026 Sohn Montreal: NATO’s Former Top Commander on Why Defense Now Needs Private Capital
2026 Sohn Montreal: Forget Japan, PIMCO’s Yacov Arnopolin Pitches a Frontier Carry Trade In Central Africa
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2026 Sohn Montreal: Third Point’s Christopher Taylor on Why Single-Lane Private Credit Is About to Get Squeezed
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2026 Sohn Montreal: Capstone’s Paul Britton Says AI Build-Out Will Not Be Straight Line; How To Profit From The Volatility
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2026 Sohn Montreal: Oasis Management’s Seth Fischer Lines Up Seven Japanese Activist Targets Ahead of Proxy Season
2026 Sohn Montreal: StemPoint’s Michelle Ross – Biotech The Market Punished Could Triple
2026 Sohn Montreal: Waratah’s Brad Dunkley Says Governments Will Inflate, and He Has the Gold Stock for It
2026 Sohn Montreal: Whale Rock’s Alex Sacerdote on Investing Across the AI Stack
Revisiting the SpaceX Valuation: A Post-Prospectus Update
Commentaries
RPD Fortress Fund May 2026 Commentary
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2026 Sohn Montreal: Converium’s Aaron Stern Makes the Case for a Hated Printing Icon’s Distressed Bonds
Hedge Fund News
Daniel Loeb’s Third Point Rode SK Hynix and a Bitcoin Miner in May
Exclusive Insights
Kernow Factsheet May 2026 -0.4%; CTR +118% – Future PLC Could Be A Five-Bagger
Grizzly Research Goes Short Pirelli, Citing Hidden Russia Profits and Military-Tire Ties
Exclusive Insights
WHG Global LB Fund Gains 2.0% in May, Extends 2026 Return to 27.2%
Berkshire Hathaway Pours $10 Billion Into Google’s $80 Billion AI Raise
Press Releases
Berkshire Hathaway to Acquire Major Homebuilder Taylor Morrison for $8.5 Billion
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