HFA Staff
Hedge Fund News
Hedge Funds Tested In March As AI Payback, Oil Shock And Rotation Hit Q1
Markets & Macro
Global Defense Spending Nears $3 Trillion, Here Are The ETFs Benefitting
Exclusive Insights
Crescat Capital – Nosebleed Territory: Market Cap/GDP Which Is 60% Higher Than Tech Bubble
Muddy Waters Short Report: Sportradar Runs On “Illegal Gambling”
Exclusive Insights
Praetorian Capital Up 16.4% In Q1; Long Marex Thesis [Q1 Letter]
Exclusive Insights
Symmetry Invest A/S 2025 Annual Letter
Exclusive Insights
Buckley Capital March 2026 Performance Update
Japanese Corporate Reform
Japan’s 40%-to-26% sub-BV Move, the FujiSoft playbook, & $1–2T RE Unlock Still Waiting
Commentaries
Grey Owl Capital Management Q1 2026 Commentary
Exclusive Insights
Atherean Value Fund Q1 2026 Commentary
Markets & Macro
Global ETFs Surpass $20 Trillion Milestone
Exclusive Insights
Vltava Fund Q1 2026 Commentary: Sport and Investing (Once Again)
Exclusive Insights
Bonhoeffer Q4 2025 Letter: Long Korean Health Insurer And Broker
Markets & Macro
Trump Shock: Expected Iran War to Send Dow ‘Down 20%’ Oil To $200; Instead Sees Dow ‘Literally’ at 50,000
Japanese Corporate Reform
Japan’s Governance: TSE Exec Haruyuki Yamashita Explains Why Japan is the Ultimate Diversifier for 2026 [CFA NY Event]
Commentaries
GDS Investments April 2026 Commentary
Hedge Fund News
Hedge Funds Snap 10-Month Winning Streak As March Posts -3.5% Return – Citco
Commentaries
Private Credit & AI Wannabe Shorts Push Black Bear Up 13% In Q1
Commentaries

