Institutional Investor

Kalshi's recent $1 billion Series G funding round nearly doubled its valuation to $40 billion in just five months. This rapid growth raises questions about the broader implications for prediction markets amid regulatory scrutiny. okt.to/TyComg

Sosin Partners, heavily invested in Carvana, faces a significant downturn as its assets dwindle. With nearly 80% invested, the hedge fund is on track for its first loss in four years. What's next for this concentrated strategy? okt.to/o3rhkT

The new homeowner protection bill from the federal government is creating both relief and concern among real estate managers, who are wary of its impact on housing supply. How will these changes affect institutional investment? okt.to/h4MSF8

High Ground Investment Management has reported a 15.39% gain this year, significantly driven by European financials and U.S. health care, despite a complete absence of AI stocks. What does this mean for future allocations? okt.to/q3Tjev

Investment teams may need a significant overhaul. Discussions at leadership forums reveal a growing consensus: the traditional focus on job-ready skills may be insufficient in today's complex market environment. How can firms adapt? okt.to/rwWdXy

Anthropic's IPO plans have been publicly filed, revealing significant revenue growth but a massive net loss. With investments from firms like Coatue and D1 Capital, what's at stake for these hedge funds? okt.to/4VlOv2

A hedge fund's organizational chart featuring AI agents like "Atlas" and "Sentinel" as team members. As asset managers increasingly integrate AI into their operations, what should asset owners consider to evaluate these agents' roles and risks? okt.to/gPv6u4

Sosin Partners, heavily invested in Carvana, faces significant losses as both the hedge fund and the car company continue to decline. What's next for this concentrated fund? okt.to/kOHGXa

Institutional real estate managers express relief as the new homeowner protection bill signals less restrictive guidelines for single-family home investments, especially for build-to-rent projects. What are the implications for capital allocation? okt.to/TsHOMZ

Greenlight Capital's macro strategy has been a double-edged sword, yielding a 9% return in 2025 but leading to a 1.5% loss this year as the Fed continues to raise rates. What's the impact on their long-term strategy? okt.to/P6bvQn

Could investment-grade private credit strengthen LDI portfolios? Explore potential benefits, trade-offs, and implementation considerations for DB plans. okt.to/RpKVE9 Sponsored by @Wellington_Mgmt #PrivateCredit #AssetAllocation #Pensions #InstitutionalInvesting

Edgar Allen's High Ground is up 15.39% through September without owning the AI names driving the indices. For allocators, the question is how long that gap can hold. okt.to/hiS7IC

English and history majors are not the usual feeder pool for investment teams. If climate risk and geopolitics now shape the thesis alongside data, what counts as job-ready talent? okt.to/ERZNVi

Coatue and D1 Capital are among the hedge funds waiting on Anthropic's IPO terms. The Claude maker has filed its S-1, but share count, price, and timing are still unanswered. okt.to/DkwOmj

Ken Tropin of Graham Capital Management emphasizes that the recent surge in macro volatility doesn't simplify trading; instead, it demands a more tactical approach from portfolio managers. okt.to/OtWQ1H

As university endowments report record-breaking returns, Amanda Tepper raises a critical question: are one-year performance metrics truly indicative of long-term success? Allocators may need to rethink their benchmarks. okt.to/L8nRTG

In September, 38 new companies achieved unicorn status, pushing the year’s total to 311. Hedge funds played a significant role, participating in seven of the financings, including major investments from Maverick Capital. okt.to/M6jTkl

Ken Tropin, founder of Graham Capital Management, highlights how recent volatility is reshaping trading strategies. The current environment demands tactical adjustments and careful risk management. What does this mean for institutions? okt.to/IaGQbr

Greenlight Capital's macro strategy, which accounted for nearly all of its 9% return in 2025, has also led to a 1.5% loss this year as the Fed raises rates. What are the implications for future performance? okt.to/icmFgs

Maverick Capital, led by Lee Ainslie III, distinguished itself in a challenging third quarter, reporting over 5% gains despite broader losses in the Tiger Cub cohort. What factors contributed to this outperformance? okt.to/aVm1ow