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  • by Rinoa Wong
    Callan and Aon Investment Consulting recommends several adjustments to the public pension fund's FY'26 pacing plan.
  • by Adam Le
    Our final cover story of the year is a conversation with arguably the industry’s most influential institutional investor.
  • by Joe Marsh
    The firm has relocated a senior executive to lead the Singapore desk amid asset managers’ growing focus on targeting wealthy individuals.
  • by PEI Staff
    In today's edition, Australia's ageing population could have ramifications for PE allocations; why the UK's PE community is in a holding pattern; and the structural changes behind APAC's maturing exit markets.
  • by Rinoa Wong
    San Francisco Employees' Retirement System reveals closed commitments to OrbiMed Advisors, Polaris Partners and PeakSpan Capital.
  • by Declan O'Connor
    School Employees' Retirement System of Ohio issues RFP for investment consultant.
  • by PEI Staff
    In today's edition, European fundraising processes are benefitting from LP allocation tweaks; Warburg eyes a Q2 2026 close for its next flagship; Impact investors are embracing buyouts.
  • by PEI Staff
    In today's newsletter: Why Miami is a must for those seeking family office capital; Qatar Investment Authority leans into Japanese PE; How AI is combating greenwashing.
  • by Rob Kotecki
    PE firms earn sky-high returns not just for a portfolio company’s current performance, but its potential to thrive for years after their ownership. That’s why they need to build sustainable growth engines, and in this podcast, we discuss how to generate the kind of growth that translates into those stellar IRRs.
  • by PEI Staff
    NYC's (now) former CIO issues a scathing response to the ongoing 'democratisation' of private markets. Plus: AI disruption risk is leading to broken auctions and Hong Kong's wealth community is hungry for alts. Here's today's brief, for our valued subscribers only.
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  • From Bloomberg: A hedge-fund backed by Squarepoint Capital, called Decagon Capital Management, has secured separate-managed-account (SMA) mandates, contributing to total industry SMA capital hitting USD 315 billion. The shift reflects allocator demand for customised access, greater transparency and … Article link
  • Hedge funds have pulled back on equity exposure to levels last seen in October 2023, according to JPMorgan. This elevated cash positioning signals market caution but also represents significant potential buying power should sentiment improve…. Article link
  • Dan Loeb's Third Point is leading a contingent of bullish investors who believe the recent stock market slump is overdone. The firm is positioning for a rebound, viewing the current environment as a buying opportunity…. Article link
  • Bill Ackman's Pershing Square will host a livestream to present its new proposal for the reform of mortgage giants Fannie Mae and Freddie Mac. The event is highly anticipated and could influence ongoing policy discussions…. Article link
  • Michael Burry of "The Big Short" fame is liquidating his hedge fund, Scion Asset Management. Burry cited the "AI bubble" as a key reason, echoing his past warnings about market excesses, and will return capital to investors…. Article link
  • A bet on opportunity zones by Anthony Scaramucci's firm is reportedly likely to be worth zero for clients, according to a document seen by Bloomberg. The fund, which invested in a Miami real estate project, has faced significant setbacks…. Article link
  • Japan continues to be a highly lucrative market for activist hedge funds. A new analysis shows that activists in Japan have raked in returns 1.7 times the global average, fueled by a receptive environment under corporate governance reforms…. Article link
  • The latest SS C GlobeOp Hedge Fund Performance Index showed a slight decline of -0.15% in October. However, the Capital Movement Index indicated a positive net capital inflow of 0.28%, suggesting investors are still allocating to the space despite mixed performance…. Article link
  • Quantitative hedge funds, including Renaissance Technologies and CFM, faced a difficult performance month in October. The segment struggled with volatile market shifts that disrupted many algorithmic models…. Article link
  • A hedge fund has published a detailed report on defense contractor Droneshield, outlining 17 "red flags" that raise concerns about the company's financials and operations. The report has put the stock under significant scrutiny…. Article link
  • Cliff Asness's quantitative investment firm, AQR Capital Management, is considering a push into the sports betting market. The firm is exploring systematic trading strategies in the growing field of sports gambling…. Article link
  • One Canadian stock has become a concentrated favorite among hedge fund managers, with several top firms building substantial positions. The specific company was not named in the initial report…. Article link
  • Law firm Akin Gump Strauss Hauer Feld, which advises numerous hedge funds, is closing its Singapore office. This will leave Hong Kong as its only outpost in Asia, reflecting a strategic consolidation in the region…. Article link
  • From Aggressive seagulls have long terrorised British holidaymakers trying to enjoy fish and chips or an ice cream on a day at the seaside. Now, animal behaviourists say they have discovered the best way to tackle the feathery bandits: shout at them. Experts at the University of Exeter in southweste… Article link
  • From Bloomberg: Major multi-strategy hedge funds, including Millennium Management and Balyasny Asset Management, are aggressively expanding into private investments. They are using their scale to compete directly with private equity and venture capital firms for deals. This shift allows them to depl… Article link
  • From Quiver Quant: Hedge funds are increasingly moving from public market trading to private market investments in search of alpha. This strategic pivot is driven by saturated public markets and the allure of higher returns in venture capital and private equity. Firms like Apollo are at the forefron… Article link
  • From MSN: Financial advisors are significantly increasing their recommendations for alternative investments like REITs, options strategies, and hedge funds. This shift is driven by a search for yield and diversification away from traditional stocks and bonds in the current economic climate. The tren… Article link
  • From Financial Times: Private credit fund managers are facing growing pressure from institutional investors to return capital through increased distributions. Limited partners are seeking liquidity after a period of massive commitments to the asset class. This dynamic is testing the funds' capital r… Article link
  • From MSN: A $70 billion hedge fund, which identified key AI winners early, is now looking for the next phase of the investment theme. The fund is pivoting towards companies that build the foundational infrastructure and enable practical applications of artificial intelligence. This signals a maturat… Article link
  • From Atlantic Council: While recent market attention has focused on a tech stock sell-off, a more significant risk may be brewing in private markets. High leverage and potentially inflated valuations in private equity and credit portfolios pose a systemic threat. A correction there could have broade… Article link