The Securities and Exchange Commission will vote on a delay to hedge fund disclosure requirements to Oct. 2026, delivering what would be another break for the industry from the Biden-era rules https://t.co/g8AosZHpF6 ...

Business Model & Fee Structure - Qube Research & Technologies has started charging performance fees on employee investments in its hedge funds [1] - This aligns employee investment fees with those paid by clients [1]

Brazilian hedge funds beat benchmarks as currency rises and inflation cools https://t.co/zh4yrhliZs ...

Company Overview - Arrowpoint Investment Partners plans to raise up to $400 million in fresh capital by Q1 2026 to expand its investment teams [1] - The firm currently manages $1.2 billion in assets and aims to reach $2 billion by the end of 2026, with some commitments already secured [2] Business Model and Strategy - Arrowpoint employs a business model similar to larger global hedge funds, distributing capital among various investors who utilize different strategies [2][3] - The firm emphasizes its focus on evolving capital markets in Asia, competing with other firms like Dymon Asia Capital and Polymer Capital Management [3] Performance and Market Context - Arrowpoint began trading in July 2023 and reported a return of 7.3% in the first eight months of 2025, following a 3% gain in August [4] - Despite its performance, the overall market for multistrategy hedge funds has seen a decline in investor interest, prompting Arrowpoint to highlight its regional focus [4] Talent Acquisition - The firm is set to welcome You Jiong as its ninth Asia macro portfolio manager, who previously held a senior position at Citigroup and has experience with Millennium and ExodusPoint Capital Management [5][6] - Wei Wei joined as a portfolio manager in August, and Jacky Yeung joined earlier this year, both bringing valuable experience from their previous roles [7]

Hedge fund titan Bill Aman is having a baffo year. His Persian Square Holdings Fund is up 33% year to date versus the S&P 500 which is up 12%. Okay.And then year to date, it's just fascinating to see over the past 5 years you've got Persian Square up 127%. Since the fund is not listed here in the states, but on the London Stock Exchange, the problem becomes the fact that the shares are difficult to obtain obtained stateside. But now, a newly hatched ETF allows you to invest like Acman.Vista Share CEO Adam P ...

Core Insights - The individual has extensive experience in the investment banking sector, particularly as a "professional bear" for approximately 30 years, indicating a focus on short-selling strategies [1] - The career includes significant roles at various hedge funds and a strong foundation in macroeconomic analysis, influenced by Austrian economics [1] - The establishment of a blog, the Credit Bubble Bulletin, reflects a commitment to providing contemporaneous analysis of financial developments that are often overlooked by mainstream media [1] Group 1 - The individual began their career as a treasury analyst at Toyota during significant economic events, which sparked an interest in macro analysis [1] - The experience in the nineties bull market as a trader and analyst provided invaluable learning opportunities, highlighting the importance of market cycles [1] - The individual has a strong academic background, graduating summa cum laude in Accounting and Finance and later obtaining an MBA, which supports their analytical capabilities [1] Group 2 - The individual emphasizes the importance of understanding current global financial bubbles, suggesting that insights from historical economic events can inform present-day analysis [1] - The reference to Benjamin Anderson's writings indicates a belief in the value of historical context in economic analysis, particularly during periods of significant financial change [1] - The individual’s work with Dr. Richebacher and the influence of Austrian economics underscore a commitment to exploring unconventional economic theories and their implications for investment strategies [1]

Capstone Investment Advisors, a New York-based hedge fund, is planning to close its Hong Kong office after approximately four years of operation, reported Bloomberg. This move underscores the difficulties faced by newcomers in the region, who must contend with established firms such as Millennium Management and Point72 Asset Management, both of which boast substantial financial resources and over 15 years of operational experience in the area, reported the publication. Additionally, they are competing ag ...

Group 1 - Donald A. Steinbrugge is the Managing Partner of Agecroft Partners, a global consulting and third-party marketing firm for hedge funds [1] - Agecroft Partners engages with over a thousand hedge fund investors monthly and conducts extensive due diligence on hedge fund managers [1] - Steinbrugge has 28 years of experience in the investment management industry, including leadership roles at major hedge fund organizations and institutional investment management firms [1] Group 2 - Steinbrugge was a founding principal of Andor Capital Management, which became the 2nd largest hedge fund firm globally at the time of his departure [1] - Prior to Andor, he held significant positions at Merrill Lynch Investment Managers and NationsBank, contributing to their rankings as the 3rd largest investment manager [1] - Steinbrugge is involved in various investment committees and boards, including the Hedge Fund Association and the University of Richmond's Robins School of Business [1]

Core Viewpoint - A former quantitative researcher at Two Sigma Investments has been indicted for fraud, manipulating algorithmic models to generate $23.5 million for himself while causing $165 million in harm to clients [1]. Company Summary - Two Sigma Investments, founded in 2001, is a New York-based hedge fund with over $60 billion in assets under management [3]. - The firm terminated Jian Wu's employment in 2024 after six years and repaid clients for the losses incurred due to his actions [2][3]. - Two Sigma's investment models are designed to analyze data and make predictions for trading, but Wu created models that circumvented the firm's requirements, leading to unintended trading strategies [4]. Incident Details - Jian Wu allegedly created or assisted in creating 14 models that duplicated existing predictions, which led to significant financial losses for clients [4]. - Wu was compensated $23.5 million in 2022, with part of the funds used to purchase a multimillion-dollar apartment in Manhattan [5]. - The fraudulent activities began to be uncovered in 2023 when employees noticed unusual correlations between Wu's models and others, prompting an internal investigation [5]. Legal Proceedings - Wu faces multiple charges, including wire fraud, securities fraud, and money laundering, and is currently a fugitive [1][2]. - The U.S. Securities and Exchange Commission (SEC) has also filed civil charges against Wu, and Two Sigma has canceled $8 million in performance grants but has not recouped $17.8 million in cash bonuses from him [2][6].

Group 1 - Ray Dalio warns that American markets are facing a financial "heart attack" due to rising US debt costs, which are constraining economic growth [1][6] - Dalio recommends that investors allocate 10% to 15% of their portfolios to gold, highlighting its unique uncorrelation with other assets and its tendency to rise during crises [2][3] - Gold is currently trading near record highs, with spot gold at $3,641.10 per ounce, reflecting a nearly 40% increase year-to-date, and gold futures at $3,680.60 per ounce [2][14] Group 2 - Dalio has consistently advocated for gold as a hedge against global risks, emphasizing its importance during periods of money printing and debt accumulation [3][4] - Despite stepping down from Bridgewater, Dalio continues to emphasize the need for investors to reassess their holdings in a debt-laden environment [6][7] - The surge in gold prices indicates that investors are shifting focus from equities to gold as a hedge against potential economic instability and geopolitical tensions [10][14] Group 3 - Central banks, including those in China, India, and Russia, have increased their gold holdings this year, diversifying away from the dollar [14] - Historical data shows that gold has performed well during market downturns, such as in 2008 and 2020, reinforcing Dalio's view of gold as a reliable insurance policy [15]