Institutional Investor

Edgar Allen's High Ground is up 15.39% through September without owning the AI names driving the indices. For allocators, the question is how long that gap can hold. okt.to/hiS7IC

English and history majors are not the usual feeder pool for investment teams. If climate risk and geopolitics now shape the thesis alongside data, what counts as job-ready talent? okt.to/ERZNVi

Coatue and D1 Capital are among the hedge funds waiting on Anthropic's IPO terms. The Claude maker has filed its S-1, but share count, price, and timing are still unanswered. okt.to/DkwOmj

Ken Tropin of Graham Capital Management emphasizes that the recent surge in macro volatility doesn't simplify trading; instead, it demands a more tactical approach from portfolio managers. okt.to/OtWQ1H

As university endowments report record-breaking returns, Amanda Tepper raises a critical question: are one-year performance metrics truly indicative of long-term success? Allocators may need to rethink their benchmarks. okt.to/L8nRTG

In September, 38 new companies achieved unicorn status, pushing the year’s total to 311. Hedge funds played a significant role, participating in seven of the financings, including major investments from Maverick Capital. okt.to/M6jTkl

Ken Tropin, founder of Graham Capital Management, highlights how recent volatility is reshaping trading strategies. The current environment demands tactical adjustments and careful risk management. What does this mean for institutions? okt.to/IaGQbr

Greenlight Capital's macro strategy, which accounted for nearly all of its 9% return in 2025, has also led to a 1.5% loss this year as the Fed raises rates. What are the implications for future performance? okt.to/icmFgs

Maverick Capital, led by Lee Ainslie III, distinguished itself in a challenging third quarter, reporting over 5% gains despite broader losses in the Tiger Cub cohort. What factors contributed to this outperformance? okt.to/aVm1ow

As university endowments report record fiscal year returns, Chestnut Advisory's Amanda Tepper questions the singular focus on short-term performance, suggesting it's not the ultimate metric for success. okt.to/qESL2G

In September alone, 38 companies joined the unicorn club, with hedge funds participating in seven financings, including notable involvement from Maverick Capital. What does this surge mean for future allocations? okt.to/IR2OL1

In a market where volatility has surged, Ken Tropin emphasizes the challenge for traders: increased opportunities come with greater uncertainty. How should allocators approach this complex landscape? okt.to/RNBHuh

Maverick Capital, led by Lee Ainslie III, emerged as an outlier in a challenging third quarter for Tiger Cubs, showcasing a notable gain while many peers faltered. What does this mean for future allocations? okt.to/5QKJ2W

Ken Poliziani, CMO of PGIM, discusses the significant shift from an affiliate model to a centralized one, allowing for a more integrated approach to marketing amid tightening budgets and evolving client needs. okt.to/ErAmQX

Despite a stable market, many biopharma hedge funds fell sharply in September, a few posting double-digit losses. The gap versus broader indices raises questions about underlying sector dynamics and investor sentiment. okt.to/xEDJ7P

The U.S. has emerged as a leading jurisdiction for capital seeking privacy, reshaping the dynamics of wealth management. This shift raises critical questions about transparency and ownership in the financial markets. okt.to/H8D7vT

Dawson believes the next era of private equity will increasingly be defined by active management. okt.to/W9x3Do Sponsored by Dawson Partners #PrivateEquity #AssetAllocation #InstitutionalInvesting #Alternatives

Maverick Capital, led by Lee Ainslie III, reported a notable gain in a challenging third quarter for Tiger Cubs. This raises questions about its strategy amid widespread losses in tech-focused funds. okt.to/QlThty

Harvard and Brown universities have achieved record endowment growth, with Harvard's return at approximately 27% and Brown's at 19.6%. This positive performance precedes a new higher tax on investment income, impacting future strategies for asset managers. okt.to/WQjwEk

Ken Poliziani, CMO, PGIM, has been steering the firm through a landscape where client budgets are shrinking and competition is intensifying due to AI and social media. How is he adapting marketing strategies to differentiate PGIM in this converging market? okt.to/MGrDEQ