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1 week ago | 
institutionalinvestor.com | John Crabb
Asset managers focused on Japanese investments demonstrated the greatest growth in assets under management for the last fiscal year, with a 19.5 percent increase of around $6 billion on average, according to Old Well Labs.
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1 week ago | 
institutionalinvestor.com | John Crabb
With the confirmation of Paul Atkins as chair of the Securities and Exchange Commission, momentum is growing for a resolution to the outstanding exchange-traded fund applications from asset managers. More than 50 managers have requested exemptive relief to offer dual share classes of traditional mutual funds and ETFs.But there is one central concern that has yet to be addressed that does not even have a clear definition from the regulator: Cross-subsidization.
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1 week ago | 
institutionalinvestor.com | Stephen Taub |John Crabb |James Comtois
So much for being uncorrelated to the stock market. Commodity trading advisors, also known as managed futures, mostly posted losses in March amid the global sell-off in stocks. This is not supposed to happen. Several funds have stayed in the black for the year, but many fell more than the stock market.
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1 week ago | 
institutionalinvestor.com | Stephen Taub |John Crabb |Michelle Celarier
It is another nightmare year for Casdin Capital. The life sciences hedge fund was down 32 percent in the first quarter alone in a generally rough period for much of the sector. As a result, 2025 could be Casdin’s third disastrous year in the past five, making it nearly impossible to predict when or if the firm will ever hit its high-water mark.
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1 week ago | 
institutionalinvestor.com | Jonathan Kandell |John Crabb |Michelle Celarier
In their more than six decades, real estate investment trusts have reached far beyond traditional deals and come up with innovative angles on such unlikely businesses as roulette tables and marijuana. In the mid-2010s, Las Vegas casinos like MGM Resorts International sold their real estate to REITs while retaining operation of the casinos themselves. That allowed them to focus on gambling as the REITs enjoyed stable rental income.
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1 week ago | 
institutionalinvestor.com | John Crabb |James Comtois
sarayut Thaneerat/Getty Images Tiger Cubs and their offspring enjoyed mixed success in March. But they still mostly managed to beat the S&P 500 in what wound up being a losing month for the index. What’s more, most of the felines continued to outperform the broad market indices for the quarter thanks in large part to their short books, underscoring their ability to live up to the “hedge fund” moniker. To continue reading, subscribe now to Premium Journalism. Already a subscriber? login.
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1 week ago | 
institutionalinvestor.com | John Crabb
Even before the tariff-induced market rout, value investors were worried that U.S. stocks were expensive and dominated by a handful of technology stocks. Indeed this was the consensus at the Value Invest conference in New York on March 26 — just a handful of days before Liberation Day.
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2 weeks ago | 
institutionalinvestor.com | John Crabb
The U.S. Senate confirmed the appointment of Paul Atkins as chairman of the Securities and Exchange Commission by a vote of 52-44 on Wednesday. Following a swearing-in ceremony Atkins will soon take control of the securities regulator, much to the jubilation of the asset management industry. Atkins is a pro-market, pro-crypto choice who is expected to usher in an era of enforcement-lite oversight of the industry — a far cry from the leadership of predecessor Gary Gensler, the former commissioner.
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2 weeks ago | 
institutionalinvestor.com | Stephen Taub |John Crabb
Robert Citrone is bracing for a recession. The Tiger Cub and founder of Discovery Capital Management expects negative economic growth in the first half of the year thanks in large part to uncertainty surrounding President Trump’s tariffs. But it won’t be nearly as bad, he said, as many anticipate. What’s more, he believes there will be a strong recovery afterward.
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2 weeks ago | 
institutionalinvestor.com | John Crabb |Steve Taub
Janus Henderson and Guardian Life have forged a strategic partnership that will see the asset manager take on the life insurer’s $45 billion investment grade fixed income portfolio. And the deal comes with a kicker: Guardian has committed $400 million in seed funding to accelerate Janus Henderson’s fixed income exchange-traded funds and credit strategies and the insurer gets stock warrants in the manager.
