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Tag: featured-hedge-funds
Two Sigma Investments Scorecard for 2025: The Numbers (Finally) Add Up!
After founder drama and a rogue researcher scandal, Two Sigma still hit $70B in AUM in 2025. Did the quant engine really win? Here’s the fun, honest scorecard behind the numbers.
The $900 Million Gut-Punch: How Israel Englander Saved Millennium’s Year
A $900 million February gut-punch. 330+ trading pods. A 10.5% comeback year. Inside Millennium’s high-speed, kill-switch machine—and what retail investors can actually learn from it.
How Tiger Global Relearned to Hunt in 2025 (And What Investors Can Learn)
After years in the valuation wilderness, Tiger Global came roaring back in 2025. Fewer bets, more conviction, heavy AI infrastructure exposure—and a +33% private fund rebound. Here’s what actually worked, what they cut, and what retail investors can steal from the Tiger’s new playbook. 🐅📈
Balyasny Asset Management’s 2025 Scorecard: Solid Performance, Serious Machine
Balyasny Asset Management posted a strong +16.7% in 2025—but so did the market. This isn’t a story about fireworks. It’s a story about a world-class multi-strategy machine, risk control, and why institutions still pay for discipline, not just beta.
Madrigal, BeiGene, and Biotech Alpha: Inside the “Gene-ius” Kingmakers of Baker Bros. 2025
Biotech Jedi at work. Baker Bros’ 2025 victory lap shows how Madrigal, BeiGene, and ruthless conviction turned science into serious alpha.
D.E. Shaw’s 2025 Scorecard: Put on Quite a Show With AI and Quants
D.E. Shaw put on a quant-powered show in 2025 — and quietly built a private-credit fortress for what comes next.
AQR Capital’s 2025 Scorecard: From Applied Quantitative Research to Actually Quality Returns
AQR Capital’s machines finally had their year. Strong 2025 returns across quant strategies prove factors aren’t dead — they just needed faster computers.
Pershing Square Rounds Up a Strong 2025: High Conviction, Concentrated Bets — and Real Outperformance
Pershing Square’s concentrated, high-conviction strategy paid off in 2025. Fewer bets, bigger opinions — and real outperformance.
Berkshire Hathaway's 2025 Scorecard: Defensive Portfolio, Slightly Underwhelming Performance — But a Historic Transition
Berkshire played defense in 2025: record cash, cautious positioning, and the end of an era as Warren Buffett stepped aside. Solid, sober, and very Berkshire.
Elliott’s 2025 Paradox: Why the Parachute Cost Them the Party
While Wall Street partied through an AI-fueled bull market, Elliott Management showed up wearing a parachute. The result was underperformance — by design. Here’s why Paul Singer’s 2025 wasn’t a failure, but a strategic bet on what comes next.