Hank Tucker, Forbes Staff

James Callinan’s Osterweis Opportunity Fund has trounced its Russell 2000 benchmark by applying specific P/E limits for buying–and holding–small cap growth stocks.

Amid private credit’s gold rush, New York City’s Blue Owl is providing the “picks and shovels” for deal-hungry private equity firms. It also injects liquidity into the partnerships, minting billionaires in the process. This story featured in Issue 12 of Forbes Australia. Tap here to secure your copy. In early April 2020, when Covid fears were […]

Simons, who died Friday at age 86, spoke at the Forbes 400 Summit on Philanthropy last September in his final public appearance.

No other hedge fund comes close to Ken Griffin’s US$74 billion in all-time gains, according to a new LCH Investments report ranking the top 20 all-time managers, but one British fund generated more gains in 2023. Whether the stock market goes up or down, no hedge fund has performed as consistently as Citadel – the […]

Sarah Ketterer’s Causeway Capital is trouncing the competition using a mix of quantitative and fundamental analysis to find bargains among European stocks like Rolls-Royce and Ryanair.

Bitcoin miners are surging thanks to a strong year for crypto, while ChatGPT is slamming stocks like online study-help company Chegg.

Innovative firms serving the back office needs of Wall Street and other large enterprises continue to prosper, with promising new startups in a crucial niche–fraud prevention–sprouting.

Megadeals and private equity titans may dominate the headlines. Still, Los Angeles’ Ares Management has quietly amassed US$352 billion in assets by offering steady returns regardless of what happens in the stock market. As an enterprising 13-year-old New York Yankees fan in 1986, Michael Arougheti ran a baseball card trading business, setting up tables at collectibles […]

Like the 20th Century transformation of NCNB into Bank of America, First Citizens’ Frank Holding Jr. is building another North Carolina super regional with grand national ambitions.

10-year Treasury yields have climbed near 4% too, but investors who are looking for higher steady interest payouts.