Steve Taub

Featured in: Favicon

medium.com Favicon

institutionalinvestor.com

Articles

‘Imagine What we'll do with $400m’

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.
Are Palantir’s Passive Bona Fides Hurting the Stock?

1 month ago | institutionalinvestor.com | Michelle Celarier |Stephen Taub |Steve Taub

Palantir Technologies, the AI-enabled security company co-founded by Peter Thiel, seemed to have figured out the passive investing game long before others. But while the stock became the hottest thing in the market last year and boasts a market cap of about $184 billion, it now appears that its passive bonafides could be hurting it.
Icahn’s Private Edge Fund Posts Another Annual Loss

1 month ago | institutionalinvestor.com | Stephen Taub |Steve Taub |Michael Thrasher

Carl Icahn posted another loss in his private hedge fund last year. The octogenarian’s Investment Funds segment of his publicly traded company, Icahn Enterprises, was down 3.5 percent in 2024 after dropping more than 1 percent in the fourth quarter, according to the company’s annual report.
Hedge Funds Still in Love With Amazon

1 month ago | institutionalinvestor.com | Stephen Taub |Steve Taub

Amazon is once again the most popular stock among hedge funds. In the fourth quarter, the stock reclaimed the top spot from Microsoft. (Microsoft leaped over Amazon in the previous quarter, according to an analysis of the most widely held hedge fund stocks by SEI, the most comprehensive database of 13F filings.
Hedging Strategies Demonstrate Their Power

1 month ago | institutionalinvestor.com | Stephen Taub |Steve Taub |James Comtois

Several commodity trading advisors posted strong results in January that more than doubled the S&P 500. The large monthly gains are especially impressive given that the computer-driven strategy, also known as managed futures, historically has almost no correlation to the stock market. But if equities continue to either sell off or maintain their early-2025 volatility, it could wind up being a very strong year for these funds, many of which deploy trend-following strategies.
Top Performer Sosin Partners Braces for Possible Roadblock

2 months ago | institutionalinvestor.com | Stephen Taub |Steve Taub

One of the hottest hedge funds in recent years may finally have hit a speed bump. Sosin Partners was up 17 percent in January after gaining more than 94 percent in 2024. However, it is bracing for a big setback on Thursday as shares of online used-car company Carvana dropped more than 12 percent in after-hours trading on Wednesday.
Top Hedge Funds Bet Big: D1, Lone Pine, Maverick, Viking Make Major Moves

2 months ago | institutionalinvestor.com | Steve Taub |James Comtois

A number of Tiger Cubs and related felines established large new stakes in the fourth quarter that instantly became top-ten positions, according to an analysis of the most recent quarterly 13F filings. The most aggressive and active shopper by far was Dan Sundheim’s D1 Capital Partners, which emphasizes industrial and consumer stocks.
As Sentiment Shifts, Jeffrey Talpins’s Macro Fund Exits Stocks

2 months ago | institutionalinvestor.com | Steve Taub |James Comtois

Element Capital Management turned sharply bearish on the U.S. stock market in the fourth quarter of 2024. The macro hedge fund headed by Jeffrey Talpins liquidated virtually its entire $2.2 billion U.S. equity portfolio during the three-month period ending in December, including its Magnificent Seven stocks, according to the latest quarterly 13F filing, made public on Tuesday.
Volatile Macro Fund Haidar Leads Peers With Double-Digit Gain

2 months ago | institutionalinvestor.com | Steve Taub |Michelle Celarier

Haidar Jupiter, a volatile hedge fund, saw a double-digit increase in January. It surged 15.84 percent, making it one of the top-performing macro funds and hedge funds in general, according to an email Haidar sent to clients that was seen by Institutional Investor.
A Tech-Focused Fund Seemed Headed for a Big Loss in ‘24. Then Markets Changed.

2 months ago | institutionalinvestor.com | Steve Taub |Stephen Taub

It was looking pretty bleak for Cadian Capital Management and its investors as recently as the end of October. The tech-focused hedge fund was down about 20 percent in what was otherwise another profitable year for markets overall and tech stocks, especially the mega caps.