
Exclusive Insights


Marc Azer’s Two Sigma Gains On Shorts In AI Infrastructure Providers

Contour’s David Meyer Bold Bet – Why This the Most Exciting Market of His Career

Thornburg’s Global Edge Up 13.4% YTD

Amati’s Innovation Engine: Betting Big on Tomorrow’s Disruptors

Courtroom Victory Fuels Portfolio Surge: DG Value’s Burford Bet Pays Off

Lansdowne’s Developed Markets Fund Up 21.2% YTD; NatWest, BAE & Lloyds Are Top Holdings

“The Big Short” Greg Lippmann Thinks Recession Risk Has Meaningfully Increased

Chenavri Gains Amid Big Bet On Financial Sector Credit

Thornburg’s Global Opportunities Fund Beats MSCI ACWI by More Than 7% In Q1 On European Bets

Kerrisdale Capital Up 9% YTD Amid Strong Returns From Seagate And Latin American Holding.

Rheinmetall, Siemens Energy Drive Outperformance for Janus Henderson’s European Fund

Boothbay Positive In May As Multistrat Fund Increase Allocations To Top PMs

“The Big Short” Greg Lippmann Remains Defensive Amid Shaky Credit Markets [Q1 Letter]

Horizon Equity Up 14% In May As AI Bets Deliver

Courtenay Special Situations Fund Surges 6.5% in May, Amid Gains On Canada-Listed Merger Arb

Gramercy Funds Bet On Tax Reform

Winton’s Macro Fund Hit In April On Long USD Position

Third Point Dumped New Position AT&T, Trimmed Fortive in May [EXCLUSIVE]
