Tag Archives: Goldman Sachs
Goldman’s Hedge-Fund VIP Basket Posted Its Worst Month Versus the S&P in 20-Plus Years:
HedgeCo.Net — Goldman Sachs said its Hedge Fund VIP list of the most popular long positions suffered its worst one-month underperformance versus the S&P 500 in more than 20 years o… Continue reading
Goldman Pays About $260 Million Up Front for LCN’s Net-Lease Book:
HedgeCo.Net — Goldman Sachs announced on August 18 an agreement to acquire LCN Capital Partners, a sale-leaseback, build-to-suit, and triple-net lease manager founded in 2011 by Ed… Continue reading
Robinhood’s Second Venture BDC Lists at a Discount, Testing Retail Access to Early-Stage Private Markets:
HedgeCo.Net — Robinhood Ventures Fund II priced 8 million common shares at $25 on Thursday, bringing the business-development company to a $225.5 million fund size — $255.5 million if underwriters exercise a 30-day option for 1.2 million more shares — […]
Hedge Funds Go “All In” on AI Stocks:
(HedgeCo.Net) Hedge funds have made their biggest collective statement of 2026, and it is not about interest rates, oil, private credit, or recession risk. It is about artificial intelligence. According to recent Goldman Sachs data, stock-picking hedge funds have made a […]
Quant and Systematic Strategies Stay in High Demand:
(HedgeCo.Net) The hedge fund industry’s 2026 capital cycle is increasingly being shaped by one clear allocator preference: investors want strategies that can process complexity faster, scale across markets, and deliver returns that are less dependent on traditional equity beta. That […]
Goldman President Sounds the Alarm on Private Credit Liquidity:
(HedgeCo.Net) In a rare and unusually direct warning from the upper ranks of Wall Street, John Waldron, President of Goldman Sachs, has publicly raised concerns about how private credit products are being marketed to retail investors—delivering a message that cuts to the […]
Quant Demand Outstrips Supply: Institutional Allocators Chase Scarce Capacity in Top-Tier Systematic Funds:
(HedgeCo.Net) A new survey released by Goldman Sachs confirms what many allocators have been signaling quietly for months: quantitative hedge funds have become the most sought-after strategy in institutional portfolios. Yet just as demand surges, access is becoming increasingly constrained. Capacity limits at […]
Anthropic Reportedly Eyeing $800B Valuation:
(HedgeCo.Net) The artificial intelligence arms race has entered a new—and arguably unprecedented—phase. Anthropic, one of the leading frontier AI developers, is reportedly entertaining investment offers that would value the company at a staggering $800 billion. If confirmed, the figure would not only […]
Millennium Doubles Down in High-Profile Talent War: Talent as Infrastructure:
(HedgeCo.Net) In the escalating arms race for elite investment talent, Millennium Management has once again made a decisive—and highly strategic—move. The firm, led by Izzy Englander, has recruited Erdit Hoxha, the co-head of global equities at Goldman Sachs, into its Office of the CIO. This […]