Group 1 - Tolou Capital Management has established a leveraged long position in two-year U.S. Treasury bonds, anticipating a significant drop in short-term bond yields over the next 12-18 months [1] - The firm's Chief Investment Officer, Spencer Hakimian, initiated this bullish bet three weeks ago, driven by the belief that a "super dovish" successor to Federal Reserve Chairman Jerome Powell will be appointed [1] - Former President Trump has indicated that he will soon nominate Powell's successor, which is expected to lead to substantial interest rate cuts [1]

Group 1 - The individual has a background in engineering and has filed 7 patents, indicating a strong technical foundation [1] - The individual started a hedge fund from scratch and has maintained a long-term presence in the investment community for 20 years [1] - The investment philosophy focuses on identifying top-tier management and businesses with sustainable competitive advantages and catalysts for earnings growth [1] Group 2 - The individual is a regular guest speaker at the finance department of Iowa State University, suggesting engagement with the academic community [1]

Group 1 - The founder and Chief Investment Officer of Arini, Hamza Lemssouguer, plans to open an office in Abu Dhabi for the hedge fund [1]

Group 1 - The article discusses the author's favorite companies for investment, highlighting a focus on long-term strategies [1] - MMMT Wealth, managed by Oliver, emphasizes research on investment strategies and stocks, aiming for insights from various financial sources [1] - Oliver has a background in financial services, particularly in private equity, hedge funds, and asset management, with a passion for investing [1] Group 2 - The author holds long positions in several companies, including SOFI, NBIS, AMZN, and LMND, through various financial instruments [1]

Group 1 - Hedge fund EDL achieved a growth of 7.3% in April [1] - Year-to-date, EDL has accumulated a total increase of 31% [1]

Company Overview - Maideri Investment is a quantitative hedge fund headquartered in Paris, France, specializing in trend-following CTA strategies for over 12 years [2][4] - The parent company, Metori Capital, was founded in 2016 by Dr. Nicolas, who previously served as the global chief investment officer at a leading asset management firm, managing over €100 billion in assets [4][10] - Maideri China was established in 2019 and received its private fund license in 2020, becoming the 28th foreign and the first French private fund manager in China [4][6] Investment Strategy - The company focuses on quantitative trend-following CTA strategies, with the Chinese trend-following strategy developed independently based on the Chinese futures market [7][9] - The strategy has been operational since June 2014 in collaboration with domestic public funds, with a total scale exceeding 600 million [7] Management Scale - As of March 31, 2025, the global total management scale is approximately ¥50.21 billion, with a significant portion managed in China [6] - The assets managed under the Chinese trend-following CTA strategy reached nearly ¥2 billion by 2022 [7] Core Team - The core research and investment team has over 20 years of experience in finance and mathematics, with all members coming from leading financial institutions in China [9][16] - Dr. Guillaume Jamet, a co-CIO, has a background in mathematics and previously managed the Epsilon series fund [10][12] Achievements and Recognition - Maideri has received multiple global awards for its performance in CTA strategies over the past decade, including recognition from Hedge Fund Journal and CTA Intelligence [19] - The company has established partnerships with several leading financial institutions in China, enhancing its market presence [21]

Core Viewpoint - The founder of the hedge fund company Point72, Steven Cohen, believes that the U.S. economy is likely to slow down due to tariff threats [1] Economic Outlook - Cohen stated that the Federal Reserve is unlikely to take immediate action as it remains concerned about inflation issues stemming from tariffs [1] - He projected that the U.S. GDP is expected to grow by 1.5% next year [1]

Group 1 - The probability of an economic recession in the United States is currently around 45% according to billionaire and hedge fund founder Steve Cohen [1] - Although the economy has not yet entered a recession, there is a significant slowdown in economic growth [1]

Eisler Capital已裁员约15%，以期在资产减少和交易亏损的情况下降低成本。据一位知情人士透露，这 项决定影响了这家总部位于英国伦敦的投资公司约45名员工，主要从事技术、中台和后台工作，因为该 公司正在利用技术来填补人员空缺。此次裁员还包括约五名投资专业人士，他们管理着Eisler 35亿美元 资产中的约3%。 ...

市场消息：对冲基金Eisler在重组中裁员15%以削减成本。 ...