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Ken Griffin to Meet Hochul in Clash Over NYC Pied-à-Terre Surcharge

The sit-down could shape Albany’s call on whether to let New York City add a yearly charge to luxury second homes.

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Baron Focused Growth Fund Drops 4.99% in Q1 as Letter Flags AI and Geopolitical Headwinds

GE Vernova Rallies on Blowout Q1 as BNP Flags Capacity Limits

Alphabet Steps Up AI Buildout With A5X Rollout and Reported Marvell Chip Talks

Cramer Touts Intel Comeback Under Lip‑Bu Tan as Earnings Loom

Vulcan Value Partners’ Q1 Letter Reports Losses, Recasts Portfolio for AI-Turbulent Market

Rewey Asset Management Tops Q1 Benchmark on Ultra Clean Surge, Initiates DNOW

Trade Desk Confronts Trust Questions and Slower Growth as Shares Slide Over 50%

Nightview Capital Pivots to Enterprise Software, Builds Nvidia Stake and Buys Autodesk

Riverwater’s Q1 Letter Cites Stock-Pick Drag, Highlights Plexus, Sells Lazard

SEC and CFTC Propose Rollback of Form PF Reporting for Private Funds

Alger Mid Cap Fund Reports Q1 Lag as AI Shift and Oil Shock Recast Portfolio Drivers

Lakehouse Backs MercadoLibre as High-Conviction Bet on Latin American E-Commerce

Heartland Mid Cap Value Fund Beats Benchmark in Q1 as Investor Letter Highlights Core Picks

Oakmark’s Q1 Letters Show Energy Boost and New Value Picks

Patient Capital’s Q1 Letter Details Underperformance, Backs Chime, Adds Adobe as Energy Bets Rally

ClearBridge Overhauls Q1 Portfolios, Trimming Software and Buying Energy, Industrials and Private Credit

Kingdom Capital Advisors Posts 8.01% Q1 Return, Beating Major Indexes

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

American Century Adds to EVERTEC as Shares Lag Despite Double-Digit Q4 Growth