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8 ARTICLES

yesterday

Spyglass Reports 24.6% Q2 Gain While Flagging Valuation Compression and Stock-Sized M&A Risk

The firm says strong underlying earnings and sector rebounds drove returns but a $17 billion QXO–TopBuild deal and Roblox’s age checks changed specific investment cases.

11 ARTICLES

yesterday

Vulcan Value Partners Publishes Q2 Letter and Adds Data, Software and Utility Names

4 ARTICLES

2d ago

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

10 ARTICLES

last wk.

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

6 ARTICLES

last wk.

Riverwater’s Q2 Letter Shows Positive Return but Trails Russell Microcap

6 ARTICLES

last wk.

Bloom Energy Surges After J.P. Morgan Raises Target on Expanded Brookfield AI Deal

3 ARTICLES

last wk.

Moneta Launches U.K. Arm Through Thomson Tyndall Partnership

5 ARTICLES

last wk.

MSCI Shares Plunge After Narrow Q2 Revenue Miss

7 ARTICLES

last wk.

Fred Alger Says Q2 Rally Lifted Funds as SIMO and CDNL Drove Gains and FBRX Held Back Returns

6 ARTICLES

last wk.

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

10 ARTICLES

last wk.

Grayscale Files S‑1 for Spot Worldcoin ETF to Trade as GWLD

4 ARTICLES

last wk.

Brookfield and CPP Reportedly Move to Take LXP Industrial Private for $5.2 Billion

8 ARTICLES

last wk.

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

3 ARTICLES

last wk.

ARK Trims AMD Stake and Increases SpaceX Exposure

230 ARTICLES

2w ago

AI Chip Sell-Off Pushes Semiconductors Into Bear Market

Investment Management

Spyglass Reports 24.6% Q2 Gain While Flagging Valuation Compression and Stock-Sized M&A Risk

Vulcan Value Partners Publishes Q2 Letter and Adds Data, Software and Utility Names

Ares Posts Record $36 Billion Fundraising and Holds $170 Billion of Dry Powder

Morgan Stanley Launches Low‑Fee Ethereum and Solana ETPs With Staking

AI Chip Orders Lift Teradyne, Carillon Says

BNY Mellon Launches Digital Transfer Agency to Put Fund Records On-Chain

Platinum’s Brands Fund Posts Small Q2 Gain but Trails After AI-Led Market

Artisan Small Cap Fund Posts Strong Q2 Gain and Rebalances Toward AI Infrastructure and Health Care

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Riverwater’s Q2 Letter Shows Positive Return but Trails Russell Microcap

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Investment Management

Bloom Energy Surges After J.P. Morgan Raises Target on Expanded Brookfield AI Deal

Moneta Launches U.K. Arm Through Thomson Tyndall Partnership

MSCI Shares Plunge After Narrow Q2 Revenue Miss

Fred Alger Says Q2 Rally Lifted Funds as SIMO and CDNL Drove Gains and FBRX Held Back Returns

NZS Capital Says AI‑Driven Semiconductor Bets Powered a Very Strong Q2

Grayscale Files S‑1 for Spot Worldcoin ETF to Trade as GWLD

Brookfield and CPP Reportedly Move to Take LXP Industrial Private for $5.2 Billion

L1 Capital Q2 Letters Show Gains Fueled by AI Bets, Commodity Split

ARK Trims AMD Stake and Increases SpaceX Exposure

AI Chip Sell-Off Pushes Semiconductors Into Bear Market

Never miss stories about

Investment Management