Ken Tropin podcast

Podcast: Macro Is Back — But Ken Tropin Says That Doesn’t Make It Easy

Julie Segal

swiss bank

America Shattered Swiss Bank Secrecy. Then It Became a Haven for Discreet Wealth.

Jonathan Kandell

Illustration by II

Hedge Funds Invested in New Unicorns

Stephen Taub

abstract image of money

Behind Maverick’s Profitable Third Quarter

Stephen Taub

Harvard University and Charles River

Harvard, Brown See Record Growth Thanks to VC and Public Equities

James Comtois

wine cellar

Emotional Yields and the Price of Feeling Good

Christopher Schelling

Corinna Kern/Bloomberg

Structural Changes Are Leading Investors to Rethink Real Estate

James Comtois

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Systematic Hedge Funds Deliver Near-Record Returns in September

The Editorial Team

Essential Allocator Newsletter

Investors Reconsider Emerging Markets and Real Estate

James Comtois

health care
For Members Only

While Everybody Chases AI, Glenview’s Health Care Stocks Drive Best Results in a Decade

Stephen Taub

Koenigsberger updated to episode 23

Podcast: Investors Know What Not to Do in Emerging Markets. They Keep Doing It Anyway.

Julie Segal

art-healthcare050923.jpg

Despite Healthcare Systems Healing, Hospitals Still Need to Tap into Their Portfolios

James Comtois

eggs in basket

Investors Need to Go Beyond Traditional Diversification Rules to Ferret out Portfolio Exposure to AI

Julie Segal

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Institutions Reconsider Emerging Markets With ‘A Real Sense of Urgency’

James Comtois

tech
For Members Only

Third Point Returns to Meta and Nvidia

Stephen Taub

SEC

The Continuation Fund Boom Comes With Growing Regulatory Questions

Michelle Celarier

Recent Articles

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For Members Only

Biopharma’s Sickly September

Stephen Taub

Ken Poliziani article - Convergence

Ken Poliziani, Chief Marketing Officer, PGIM

Institutional Investor

Officium Newsletter

What Happened After America Shattered Swiss Bank Secrecy

Julie Segal

creative image of market
For Members Only

Josh Resnick’s Hedge Fund Overhauls Top Holdings. Here’s How They Fared.

Stephen Taub

Essential Allocator Newsletter

Stanford and Penn Blast Off While MIT Stays Grounded

James Comtois

reversal

Lone Pine’s Reversal of Fortune

Stephen Taub

stock market

Kristie Nettles, V.P., Managing Director and Head of Global Insurance and Institutional (North America) Marketing, AllianceBernstein

Institutional Investor

stock market
For Members Only

Light Street, Valiant Surged — But Not Enough to Erase Losses from July and August

Stephen Taub

The Great Dome and Killian Court of the Massachusetts Institute of Technology

Elite Universities Boast Double-Digit Returns, But the Gains Aren’t Spread Equally

James Comtois

Ken Tropin Plays the Long Game With Graham Capital

“They come to us because we’re known as having a very strict risk culture and philosophy.”
<p>Ken Tropin Plays the Long Game With Graham Capital</p>
Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Eighteen Months ago, I Wrote About How AI Agents Could Be Used to Run an Entire Investment Business

Three months ago, I found a manager who has been doing just this for two decades without LLMs
Angelo Calvello August 24, 2026