HedgeCo Insights

(Harvest) “A clock in a thunderstorm.” That’s how Robert Louis Stevenson described those fortunate, unflappable souls who move through life’s ups and downs at their own pace, without getting rattled by the behavior of others.That picture of equanimity could also […]

(The Business Insider) President Donald Trump’s increasingly antagonistic trade policy is setting the US on a collision course with two major economic powers; China and the European Union. The fights could have major implications for the global economy….. At worst, […]

(The Business Insider) Adam Zoia, a Wall Street recruiting veteran, tells Business Insider that young graduates shouldn’t get into the hedge fund business to make a quick buck. Young graduates seeking jobs at hedge funds should think twice about joining […]

(Bloomberg) The cases struck fear into the hearts of Wall Street bond traders, and with reason. They hinged on a simple argument by prosecutors: Traders’ lies are illegal. Yet in a matter of hours on Thursday, two of the higher-profile […]

(Bloomberg) Andrew Dodson, a former partner at Izzy Englander’s Millennium Management, has set up a new fund to trade oil, bucking the trend of closures among commodities hedge funds in recent years. To read this article:

(Reuters) A Massachusetts hedge fund manager was sentenced on Thursday to six years in prison for defrauding investors in a scheme that prosecutors said cost his clients over $10.5 million and allowed him to fund a lavish lifestyle. Yasuna Murakami, […]

(Bloomberg) A jury’s verdict sent a warning to Washington’s political intelligence industry and funds that rely on it: Trading on government secrets is as risky as using insider corporate information. David Blaszczak, a Washington consultant who gave hedge funds advance […]

(New York Post) It looks like dark times ahead for this “Flash Boy.” A New York state appeals judge upheld a conviction against former Goldman Sachs programmer Sergey Aleynikov on Thursday — likely ending a nine-year court saga over the […]

(Reuters) Hedge fund managers looking to profit from falling share prices took center stage at a New York conference on Thursday, zeroing in on makers of water bottles, charm bracelets and other consumer companies. Years of strong equity gains have […]

(CNBC) Rising interest rates rise and volatility are carving out the perfect opportunity for short-sellers, according to Ben Axler, founder and managing partner at Spruce Point Capital Management. To read this article:

(Forbes) With the Nasdaq more than doubling in five years, Philippe Laffont took the stage at the Forbes and Shook Research Top Advisors Summit in Las Vegas in February to talk about technology stocks. By concentrating on what has been […]

(Harvest) Most hedge fund strategies were positive for April, but the average return was less than 50 bps. There were two negative outlier strategies with fundamental growth and merger arbitrage. Generally, the higher monthly volatility and dispersion created a mixed […]