Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

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<ul><li>The G&amp;E Dubin Family Foundation is a New York-based private foundation associated with billionaire investor Glenn R. Dubin and Eva Andersson Dubin.</li><li>Glenn Dubin is known as a co-founder of Highbridge Capital Management, founder of Engineers Gate, and the principal at a private investment company, Dubin &amp; Co.</li><li>The foundation was established in 2002, and it supports charitable causes through direct grants and other tax-exempt activities.</li></ul>

The G&amp;E Dubin Family Foundation is a New York-based private foundation associated with billionaire investor Glenn R. Dubin and Eva Andersson Dubin.Glenn Dubin is known as a co-founder of Highbridge Capital Management, founder of Engineers Gate, and the principal at a private investment company, Dubin &amp; Co.The foundation was established in 2002, and it supports charitable causes through direct grants and other tax-exempt activities.

G&E Dubin Family Foundation Of Highbridge Has $101M Portfolio Across Hedge Funds, Venture Capital an

Asia Pac ECM and Index Rebal, Shenton Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

Shenton Research

Shenton Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

<ul>
<li>Anthropic launched Claude Haiku 5.5 at up to 90% lower prices, Reflection AI unveiled its Beam open-weight model, and OpenAI's annualized revenue was below recent estimates.</li>
<li>OpenAI rolled GPT-6 out across ChatGPT, AWS added Zhipu's GLM-5.3 to Bedrock, TSMC's third-quarter revenue rose 50.9% YoY and Samsung guided record operating profit.</li>
<li>DeepSeek neared USD 12bn of new funding, Moonshot closed at about USD 50bn, Firmus withdrew its ASX IPO and SpaceX sought about USD 40bn of debt for Nvidia chips.</li>
</ul>


Anthropic launched Claude Haiku 5.5 at up to 90% lower prices, Reflection AI unveiled its Beam open-weight model, and OpenAI's annualized revenue was below recent estimates.
OpenAI rolled GPT-6 out across ChatGPT, AWS added Zhipu's GLM-5.3 to Bedrock, TSMC's third-quarter revenue rose 50.9% YoY and Samsung guided record operating profit.
DeepSeek neared USD 12bn of new funding, Moonshot closed at about USD 50bn, Firmus withdrew its ASX IPO and SpaceX sought about USD 40bn of debt for Nvidia chips.


This Week in AI (Oct 4-10): Haiku 5.5's Throat-Cutting Prices; OpenAI Revenue Trails Expectation

<ul><li>The inaugural Sohn Tokyo conference is coming up on Oct. 16 at the Roppongi Hills Club.</li><li>One of the Tokyo-based managers looking forward to presenting at it is Hideki Kinuhata, founder and chief investment officer of SILQ Capital, a Japan fundamental equity long/short manager.</li><li>Hedge Fund Alpha caught up with him ahead of the conference to talk about his 24 years at Goldman Sachs, how SILQ builds its book, and where he sees the biggest mispricings in Japan today.</li></ul>

The inaugural Sohn Tokyo conference is coming up on Oct. 16 at the Roppongi Hills Club.One of the Tokyo-based managers looking forward to presenting at it is Hideki Kinuhata, founder and chief investment officer of SILQ Capital, a Japan fundamental equity long/short manager.Hedge Fund Alpha caught up with him ahead of the conference to talk about his 24 years at Goldman Sachs, how SILQ builds its book, and where he sees the biggest mispricings in Japan today.

Sohn Tokyo Preview: SILQ Capital’s Hideki Kinuhata on Japan’s Mid-Cap Mispricings, Why Liquidity Is 

AI | Semiconductors | Commodities, Mint Finance

Raghav Vashisht

AI | Semiconductors | Commodities

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>BofA now sees ABF deficits of 7%/14%/19% in 2026–28, while Goldman is far more aggressive at 14%/34%/51% from 2H26 through 2028.</li>
<li>Ibiden, Samsung Electro-Mechanics and ATS are all seeing AI, server-CPU and networking demand tighten advanced-substrate capacity, with new expansion increasingly backed by customer commitments.</li>
<li>The shortage is harder to solve than headline capacity additions imply because larger, higher-layer packages consume more processing time and qualify at lower initial yields.</li>
</ul>


BofA now sees ABF deficits of 7%/14%/19% in 2026–28, while Goldman is far more aggressive at 14%/34%/51% from 2H26 through 2028.
Ibiden, Samsung Electro-Mechanics and ATS are all seeing AI, server-CPU and networking demand tighten advanced-substrate capacity, with new expansion increasingly backed by customer commitments.
The shortage is harder to solve than headline capacity additions imply because larger, higher-layer packages consume more processing time and qualify at lower initial yields.


Why More ABF Capacity May Still Not Be Enough

Asia Real Estate News Tracker, Asia Real Estate Tracker

Asia Real Estate Tracker

Asia Real Estate News Tracker

Tracking developments across Asia's regional real estate markets

<ul><li>Sun Hung Kai executives have made headlines by purchasing a Hong Kong home for $23 million.</li><li>OUE REIT's $252 million acquisition of Salesforce Tower has significantly impacted the Sydney office market.</li><li>CapitaLand Ascott Trust acquired three apartment blocks in Japan for $30 million amid rising property rents.</li></ul>

Sun Hung Kai executives have made headlines by purchasing a Hong Kong home for $23 million.OUE REIT's $252 million acquisition of Salesforce Tower has significantly impacted the Sydney office market.CapitaLand Ascott Trust acquired three apartment blocks in Japan for $30 million amid rising property rents.

Asia Real Estate Tracker (25-Feb-2026): Sun Hung Kai execs buy HK home for $23M; real estate news.

United States

The Goldman Sachs Group, Inc., a bank holding company, is a global investment banking and securities firm specializing in investment banking, trading and principal investments, asset management and securities services.  The Company provides services to corporations, financial institutions, governments, and high-net worth individuals.

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Goldman Sachs Group (GS US)

G&E Dubin Family Foundation Of Highbridge Has $101M Portfolio Across Hedge Funds, Venture Capital an

The G&E Dubin Family Foundation is a New York-based private foundation associated with billionaire investor Glenn R. Dubin and Eva Andersson Dubin.

Hedge Fund Alpha

This Week in AI (Oct 4-10): Haiku 5.5's Throat-Cutting Prices; OpenAI Revenue Trails Expectation

This week in AI: Anthropic cut prices by up to 90% with Claude Haiku 5.5, OpenAI's annualized revenue reached about USD 50bn, and Moonshot closed...

Ke Yan, CFA, FRM

Sohn Tokyo Preview: SILQ Capital’s Hideki Kinuhata on Japan’s Mid-Cap Mispricings, Why Liquidity Is

One of the Tokyo-based managers looking forward to presenting at it is Hideki Kinuhata, founder and chief investment officer of SILQ Capital, a...

Hedge Fund Alpha

Why More ABF Capacity May Still Not Be Enough

ABF capacity is expanding, yet shortages may worsen. We examine why CPUs, bigger packages and customer-backed capex are tightening supply, and...

Mint Finance

Asia Real Estate Tracker (25-Feb-2026): Sun Hung Kai execs buy HK home for $23M; real estate news.

Recent APAC real estate activity includes Sun Hung Kai's $23M home purchase in Hong Kong, OUE REIT's $252M acquisition in Sydney, and rising...

Asia Real Estate Tracker

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