Hedge funds are increasing exposure to publicly traded quantum computing firms such as IonQ, Rigetti and D‑Wave, moving the technology from venture‑capital niches to institutional portfolios. They employ structured, risk‑managed strategies—pairing longs with shorts, using options, and limiting volatility—to capture optionality. Three catalysts drive this shift: falling error rates, surging government and corporate funding, and market mispricing that creates entry opportunities. The bets are framed as multi‑year convex plays rather than short‑term earnings trades.
Bajaj Finserv is launching a $1 billion alternative‑investment platform under Bajaj Alternate Investment Management, targeting four verticals—private equity/venture capital, liquid alternatives, listed equity, and real estate. The firm plans to raise roughly ₹1,500‑₹2,000 crore per strategy within the next 18‑24 months, with...
Boaz Weinstein’s Saba Capital, together with Cox Capital, launched tender offers for three Blue Owl semi‑liquid private‑credit funds, proposing cash exits at a 20%‑35% discount to NAV. The move follows Blue Owl’s recent shift from quarterly redemptions to episodic capital...
Bill Ackman's Pershing Square disclosed a roughly $2 billion, 10%‑of‑capital stake in Meta Platforms while exiting its long‑held investment in Hilton Worldwide. The move reflects a shift from a fully priced, mature hotel compounder to what Ackman sees as undervalued AI‑enabled...
In 2026 hedge funds are pouring tens of millions of dollars into alternative data, turning information velocity into a core competitive lever. AI-driven analytics have lowered the barrier to processing vast datasets—from satellite imagery to web traffic—shifting the edge toward...
On-chain trackers flagged a transfer of 6,318 BTC, worth about $425 million, from a wallet linked to trader Garrett Jin into Binance. The same day an earlier 5,000‑BTC transfer brought the total moved to Binance to roughly 11,318 BTC (~$761 million). Analysts stress that...
Global Alts Miami 2026 cemented Miami’s status as the new epicenter of alternative investing, drawing thousands of senior hedge‑fund, private‑equity, private‑credit and allocator leaders. The conference highlighted a decisive shift: alternatives have moved from a niche hedge to the backbone...
Tiger Global Management has abandoned its former growth‑maximalist playbook, returning capital to investors and adopting a tightly‑focused, high‑conviction approach. The firm now targets public‑market positions where valuation compression exceeds underlying risk, emphasizing free cash flow, unit economics, and stricter sizing...
Bank of America announced a $25 billion commitment of its own balance sheet to private credit, marking a decisive shift from traditional bank lending to direct private‑credit exposure. The move underscores the blurring line between banks and alternative asset managers as...
Blackstone announced the acquisition of Champions Group, a leading home‑services provider, while Odyssey and its management retain a minority stake. Simultaneously, the firm is leading a financing round of more than $1 billion for Neysa to build India’s premier AI‑infrastructure platform....
Brookfield Asset Management has emerged as the top‑performing alternative firm in 2026, outpacing peers as AI and private‑credit turbulence reshape the industry. Its portfolio is anchored in global infrastructure, renewable power, and essential services that generate contracted, inflation‑linked cash flows....
Funds of funds (FoFs) are witnessing a record surge in capital inflows for 2025‑2026, spanning hedge funds, private equity, private credit and hybrid alternatives. The revival is driven by heightened market volatility, lower correlations and the need for diversified, actively...
Separately managed accounts (SMAs) and semi‑liquid funds are rapidly overtaking traditional blind‑pool structures as the preferred channels for private‑market allocations. SMAs provide institutional‑level transparency, tax efficiency and customizable risk profiles, while advances in reporting technology make them scalable beyond ultra‑wealthy...
Citadel’s latest $1.25 billion bond sale highlights how mega‑funds are turning into capital‑market issuers. The firm posted $5.3 billion in gains but still carries heavy "sticky" compensation costs that act as a strategic weapon. Scale gives Citadel access to cheap financing while...