Institutional Investor
@instinvst.bsky.social
For nearly 60 years, Institutional Investor (II) has played an active, leading role in the global investment industry by creating and nurturing a community that influences and shapes the investment markets.
As January IPO activity remains low, biopharma and life sciences companies are tentatively navigating public offerings, with six firms already listing shares in 2026, including Aktis Oncology which raised $318 million.
www.institutionalinvestor.com/article/thin...
www.institutionalinvestor.com/article/thin...
With a Thin IPO Calendar, Hedge Funds Are Zeroing In on Biopharma
With the broader IPO calendar still muted, biopharma and life sciences issuers are cautiously testing the waters — and early trading in one name is giving the sector a modest tailwind. So far, just si...
www.institutionalinvestor.com
February 3, 2026 at 5:30 PM
As January IPO activity remains low, biopharma and life sciences companies are tentatively navigating public offerings, with six firms already listing shares in 2026, including Aktis Oncology which raised $318 million.
www.institutionalinvestor.com/article/thin...
www.institutionalinvestor.com/article/thin...
The largest money managers forecast U.S. equity returns below 6% for the next 10-20 years, compelling institutional investors, especially endowments, to seek creative solutions to meet their 8% return hurdle. www.institutionalinvestor.com/article/faci...
Facing Anemic Returns, Allocators Struggle to Reach 8% Hurdle
With industry practitioners uniformly forecasting mediocre public and private market returns for the foreseeable future, institutional investors are left struggling to achieve the sufficient returns n...
www.institutionalinvestor.com
February 3, 2026 at 5:30 PM
The largest money managers forecast U.S. equity returns below 6% for the next 10-20 years, compelling institutional investors, especially endowments, to seek creative solutions to meet their 8% return hurdle. www.institutionalinvestor.com/article/faci...
Greenlight Capital reported a 2.7% gain in January, notable considering its continuing bearish outlook on U.S. equities, described as the most expensive in history. This suggests a dynamic approach for asset managers navigating market challenges.
www.institutionalinvestor.com/article/prem...
www.institutionalinvestor.com/article/prem...
Bearish but Booming, David Einhorn’s Greenlight Starts 2026 With a Win
Greenlight Capital had a strong start to the new year, posting a 2.7 percent gain in January.This is especially impressive given that the long-short firm, which has been bearish on the stock market fo...
www.institutionalinvestor.com
February 3, 2026 at 2:25 PM
Greenlight Capital reported a 2.7% gain in January, notable considering its continuing bearish outlook on U.S. equities, described as the most expensive in history. This suggests a dynamic approach for asset managers navigating market challenges.
www.institutionalinvestor.com/article/prem...
www.institutionalinvestor.com/article/prem...
Kuwait’s Action Group Holdings underscores the significance of defensive portfolio management as geopolitical tensions rise. Their responsible governance aims to preserve capital amid potential market volatility for the ruling family’s assets. www.institutionalinvestor.com/article/kuwa...
Kuwait’s ‘Wealth Engineers’ Seek Defensive Growth Amid Volatility
Some of the most influential investors in the Gulf country of Kuwait are taking a defensive approach to portfolio management this year amid growing geopolitical tensions in the region and further afie...
www.institutionalinvestor.com
February 3, 2026 at 2:24 PM
Kuwait’s Action Group Holdings underscores the significance of defensive portfolio management as geopolitical tensions rise. Their responsible governance aims to preserve capital amid potential market volatility for the ruling family’s assets. www.institutionalinvestor.com/article/kuwa...
J.P. Morgan’s 2026 Global Family Office Report reveals that 37% of family offices plan to increase their allocations to private equity over the next 18 months, indicating a shift in portfolio strategies. www.institutionalinvestor.com/article/seco...
Secondaries Behind Family Office Charge to Private Equity
J.P. Morgan Private Bank’s 2026 Global Family Office Report has found that 37 percent of respondents expect to raise allocations to private equity in the next year and a half.
www.institutionalinvestor.com
February 3, 2026 at 2:23 PM
J.P. Morgan’s 2026 Global Family Office Report reveals that 37% of family offices plan to increase their allocations to private equity over the next 18 months, indicating a shift in portfolio strategies. www.institutionalinvestor.com/article/seco...
Abu Dhabi's private credit market, projected to grow from $5 billion in 2024 to $11-$20 billion by 2030, is witnessing a surge in local deal origination, driven by sovereign investors like Mubadala and ADIA. www.institutionalinvestor.com/article/abu-...
Abu Dhabi Moves to Become the Gulf’s Private Credit Capital
Abu Dhabi is no longer just a source of capital for U.S. and European private credit managers. The emirate is building a financial hub and private credit ecosystem where deals are originated, structur...
www.institutionalinvestor.com
February 3, 2026 at 12:14 AM
Abu Dhabi's private credit market, projected to grow from $5 billion in 2024 to $11-$20 billion by 2030, is witnessing a surge in local deal origination, driven by sovereign investors like Mubadala and ADIA. www.institutionalinvestor.com/article/abu-...
Jay Kahn’s Flight Deck Capital achieved a 51.6% return in his long-short TMT hedge fund, emphasizing investments in technology 'enablers' rather than high-profile firms. This strategy simultaneously challenges traditional funding approaches. www.institutionalinvestor.com/article/tige...
The Tiger Grandcub Who Outsmarted the AI Frenzy
Jay Kahn’s Flight Deck Capital had its first breakout year since its 2021 founding. Last year, the Tiger Grandcub and onetime Institutional Investor Hedge Fund Rising Star saw a 51.6 percent jump in t...
www.institutionalinvestor.com
February 2, 2026 at 9:30 PM
Jay Kahn’s Flight Deck Capital achieved a 51.6% return in his long-short TMT hedge fund, emphasizing investments in technology 'enablers' rather than high-profile firms. This strategy simultaneously challenges traditional funding approaches. www.institutionalinvestor.com/article/tige...
Ludovic Phalippou of Oxford argues that liquidity isn't the primary issue for private equity investors. Instead, a misbalance in capital commitments must be addressed, as it may lead investors to over-commit as allocations fluctuate. www.institutionalinvestor.com/article/liqu...
Liquidity Isn’t the Problem You Think It Is, Says Ludovic Phalippou
Despite beliefs to the contrary, liquidity is not a pressing concern for private equity investors, according to Ludovic Phalippou, the University of Oxford Said Business School professor.
www.institutionalinvestor.com
February 2, 2026 at 9:29 PM
Ludovic Phalippou of Oxford argues that liquidity isn't the primary issue for private equity investors. Instead, a misbalance in capital commitments must be addressed, as it may lead investors to over-commit as allocations fluctuate. www.institutionalinvestor.com/article/liqu...
In a muted IPO market, just six companies have gone public this January, with biopharma issuers like Aktis Oncology raising $318 million. Hedge funds are capitalizing on this trend, indicating a shift in their focus to life sciences.
www.institutionalinvestor.com/article/thin...
www.institutionalinvestor.com/article/thin...
With a Thin IPO Calendar, Hedge Funds Are Zeroing In on Biopharma
With the broader IPO calendar still muted, biopharma and life sciences issuers are cautiously testing the waters — and early trading in one name is giving the sector a modest tailwind. So far, just si...
www.institutionalinvestor.com
February 2, 2026 at 9:29 PM
In a muted IPO market, just six companies have gone public this January, with biopharma issuers like Aktis Oncology raising $318 million. Hedge funds are capitalizing on this trend, indicating a shift in their focus to life sciences.
www.institutionalinvestor.com/article/thin...
www.institutionalinvestor.com/article/thin...
The largest money managers project U.S. equity returns to be below 6% over the next 10 to 20 years, compelling allocators, particularly endowments and foundations, to rethink their strategies to meet an 8% return threshold. www.institutionalinvestor.com/article/faci...
Facing Anemic Returns, Allocators Struggle to Reach 8% Hurdle
With industry practitioners uniformly forecasting mediocre public and private market returns for the foreseeable future, institutional investors are left struggling to achieve the sufficient returns n...
www.institutionalinvestor.com
February 2, 2026 at 6:18 PM
The largest money managers project U.S. equity returns to be below 6% over the next 10 to 20 years, compelling allocators, particularly endowments and foundations, to rethink their strategies to meet an 8% return threshold. www.institutionalinvestor.com/article/faci...
Hiddenite Capital Partners achieved a 102% net return in 2025, following a nearly 120% surge in 2024. This performance showcases the effective approach of focusing on concentrated equity positions combined with options in challenging market conditions.
www.institutionalinvestor.com/article/how-...
www.institutionalinvestor.com/article/how-...
How Hiddenite, a Young Long‑Short Fund, Delivered a Second Straight Triple‑Digit Year
Hiddenite Capital Partners capped off its second consecutive year of triple digit gains in 2025, delivering a 102 percent net return despite a weak finish to the year. The long-short fund, headed by R...
www.institutionalinvestor.com
February 2, 2026 at 6:18 PM
Hiddenite Capital Partners achieved a 102% net return in 2025, following a nearly 120% surge in 2024. This performance showcases the effective approach of focusing on concentrated equity positions combined with options in challenging market conditions.
www.institutionalinvestor.com/article/how-...
www.institutionalinvestor.com/article/how-...
Despite global AI spending projected to rise 44% to $2.52 trillion, allocators like the Doris Duke Foundation are reconsidering their strategies, seeking opportunities beyond the AI boom to mitigate risks related to inflated valuations. www.institutionalinvestor.com/article/not-...
Not All Endowments and Foundations Are All-In on AI
While AI continues to eat up the bulk of investor capital, some allocators — particularly endowments and foundations — are beginning to slow their roll and look outside the boom for opportunities.
www.institutionalinvestor.com
February 2, 2026 at 1:48 PM
Despite global AI spending projected to rise 44% to $2.52 trillion, allocators like the Doris Duke Foundation are reconsidering their strategies, seeking opportunities beyond the AI boom to mitigate risks related to inflated valuations. www.institutionalinvestor.com/article/not-...
As Kuwait's geopolitical tensions rise, CIO Asif Khan sees the need for a proactive, defensive management strategy, focusing on thorough due diligence. This approach reflects a broader trend among the country’s major investors. www.institutionalinvestor.com/article/kuwa...
Kuwait’s ‘Wealth Engineers’ Seek Defensive Growth Amid Volatility
Some of the most influential investors in the Gulf country of Kuwait are taking a defensive approach to portfolio management this year amid growing geopolitical tensions in the region and further afie...
www.institutionalinvestor.com
February 2, 2026 at 1:47 PM
As Kuwait's geopolitical tensions rise, CIO Asif Khan sees the need for a proactive, defensive management strategy, focusing on thorough due diligence. This approach reflects a broader trend among the country’s major investors. www.institutionalinvestor.com/article/kuwa...
Founders Circle Capital has joined Qatar Investment Authority’s fund-of-funds program, investing over $500 million in VC initiatives. This growth reflects increasing interest from regional and international firms looking to scale and innovate in Qatar. www.institutionalinvestor.com/article/two-...
Two Years In, Doha’s Venture Capital Gambit Gains Another Backer
A seventh venture capital firm has joined the Qatar Investment Authority’s ambitious fund-of-funds program, signaling that the initiative is gaining traction with its two-pronged mandate. Silicon Vall...
www.institutionalinvestor.com
February 2, 2026 at 1:46 PM
Founders Circle Capital has joined Qatar Investment Authority’s fund-of-funds program, investing over $500 million in VC initiatives. This growth reflects increasing interest from regional and international firms looking to scale and innovate in Qatar. www.institutionalinvestor.com/article/two-...
PwC predicts a robust growth in the private credit market within the Gulf Cooperation Council and Egypt, potentially rising from $5 billion in 2024 to up to $20 billion by 2030. Underscoring Abu Dhabi's ambitions to evolve its financial ecosystem.
www.institutionalinvestor.com/article/abu-...
www.institutionalinvestor.com/article/abu-...
Abu Dhabi Moves to Become the Gulf’s Private Credit Capital
Abu Dhabi is no longer just a source of capital for U.S. and European private credit managers. The emirate is building a financial hub and private credit ecosystem where deals are originated, structur...
www.institutionalinvestor.com
February 2, 2026 at 1:45 PM
PwC predicts a robust growth in the private credit market within the Gulf Cooperation Council and Egypt, potentially rising from $5 billion in 2024 to up to $20 billion by 2030. Underscoring Abu Dhabi's ambitions to evolve its financial ecosystem.
www.institutionalinvestor.com/article/abu-...
www.institutionalinvestor.com/article/abu-...
Flight Deck Capital's Jay Kahn achieved a 51.6% return last year, focusing on AI enablers rather than high-profile companies. This strategy positions the fund positively amid evolving tech investments, managing close to $300 million. www.institutionalinvestor.com/article/tige...
The Tiger Grandcub Who Outsmarted the AI Frenzy
Jay Kahn’s Flight Deck Capital had its first breakout year since its 2021 founding. Last year, the Tiger Grandcub and onetime Institutional Investor Hedge Fund Rising Star saw a 51.6 percent jump in t...
www.institutionalinvestor.com
January 30, 2026 at 9:01 PM
Flight Deck Capital's Jay Kahn achieved a 51.6% return last year, focusing on AI enablers rather than high-profile companies. This strategy positions the fund positively amid evolving tech investments, managing close to $300 million. www.institutionalinvestor.com/article/tige...
Ludovic Phalippou argues that liquidity is not a significant issue for PE investors with a balanced portfolio. He suggests focusing on capital commitment instead. This perspective may prompt institutional allocators to rethink their portfolio strategies.
www.institutionalinvestor.com/article/liqu...
www.institutionalinvestor.com/article/liqu...
Liquidity Isn’t the Problem You Think It Is, Says Ludovic Phalippou
Despite beliefs to the contrary, liquidity is not a pressing concern for private equity investors, according to Ludovic Phalippou, the University of Oxford Said Business School professor.
www.institutionalinvestor.com
January 30, 2026 at 6:20 PM
Ludovic Phalippou argues that liquidity is not a significant issue for PE investors with a balanced portfolio. He suggests focusing on capital commitment instead. This perspective may prompt institutional allocators to rethink their portfolio strategies.
www.institutionalinvestor.com/article/liqu...
www.institutionalinvestor.com/article/liqu...
The largest money managers project U.S. equity returns to fall below 6% over the next 10-20 years, compelling allocators to devise unique strategies to meet the 8% return necessary for their spending rates. www.institutionalinvestor.com/article/faci...
Facing Anemic Returns, Allocators Struggle to Reach 8% Hurdle
With industry practitioners uniformly forecasting mediocre public and private market returns for the foreseeable future, institutional investors are left struggling to achieve the sufficient returns n...
www.institutionalinvestor.com
January 30, 2026 at 4:04 PM
The largest money managers project U.S. equity returns to fall below 6% over the next 10-20 years, compelling allocators to devise unique strategies to meet the 8% return necessary for their spending rates. www.institutionalinvestor.com/article/faci...
January saw only six IPOs, but Aktis Oncology's success has provided a reference point for biopharma companies pursuing public offerings. Hedge funds are actively participating, indicating potential shifts for future market participants.
www.institutionalinvestor.com/article/thin...
www.institutionalinvestor.com/article/thin...
With a Thin IPO Calendar, Hedge Funds Are Zeroing In on Biopharma
With the broader IPO calendar still muted, biopharma and life sciences issuers are cautiously testing the waters — and early trading in one name is giving the sector a modest tailwind. So far, just si...
www.institutionalinvestor.com
January 30, 2026 at 4:01 PM
January saw only six IPOs, but Aktis Oncology's success has provided a reference point for biopharma companies pursuing public offerings. Hedge funds are actively participating, indicating potential shifts for future market participants.
www.institutionalinvestor.com/article/thin...
www.institutionalinvestor.com/article/thin...
Hiddenite Capital Partners achieved a 102% net return in 2025, with 70% of gains sourced from equities. The long-short fund's strong performance underscores its effective strategy for institutional investors.
www.institutionalinvestor.com/article/how-...
www.institutionalinvestor.com/article/how-...
How Hiddenite, a Young Long‑Short Fund, Delivered a Second Straight Triple‑Digit Year
Hiddenite Capital Partners capped off its second consecutive year of triple digit gains in 2025, delivering a 102 percent net return despite a weak finish to the year. The long-short fund, headed by R...
www.institutionalinvestor.com
January 29, 2026 at 7:38 PM
Hiddenite Capital Partners achieved a 102% net return in 2025, with 70% of gains sourced from equities. The long-short fund's strong performance underscores its effective strategy for institutional investors.
www.institutionalinvestor.com/article/how-...
www.institutionalinvestor.com/article/how-...
Kuwait’s top investors, including Action Group Holdings, are adopting defensive portfolio strategies amidst rising geopolitical tensions in the region. This shift emphasizes the need for rigorous due diligence practices to mitigate risks. www.institutionalinvestor.com/article/kuwa...
Kuwait’s ‘Wealth Engineers’ Seek Defensive Growth Amid Volatility
Some of the most influential investors in the Gulf country of Kuwait are taking a defensive approach to portfolio management this year amid growing geopolitical tensions in the region and further afie...
www.institutionalinvestor.com
January 29, 2026 at 4:36 PM
Kuwait’s top investors, including Action Group Holdings, are adopting defensive portfolio strategies amidst rising geopolitical tensions in the region. This shift emphasizes the need for rigorous due diligence practices to mitigate risks. www.institutionalinvestor.com/article/kuwa...
Even as global AI spending is projected to rise 44% this year to $2.52 trillion, concerns about stratospheric valuations lead some endowments to seek opportunities beyond AI, focusing on under-explored sectors.
www.institutionalinvestor.com/article/not-...
www.institutionalinvestor.com/article/not-...
Not All Endowments and Foundations Are All-In on AI
While AI continues to eat up the bulk of investor capital, some allocators — particularly endowments and foundations — are beginning to slow their roll and look outside the boom for opportunities.
www.institutionalinvestor.com
January 29, 2026 at 4:31 PM
Even as global AI spending is projected to rise 44% this year to $2.52 trillion, concerns about stratospheric valuations lead some endowments to seek opportunities beyond AI, focusing on under-explored sectors.
www.institutionalinvestor.com/article/not-...
www.institutionalinvestor.com/article/not-...
Kuwait’s top investors, including Action Group Holdings, are adopting defensive portfolio strategies amidst rising geopolitical tensions in the region. This shift emphasizes the need for rigorous due diligence practices to mitigate risks. www.institutionalinvestor.com/article/kuwa...
Kuwait’s ‘Wealth Engineers’ Seek Defensive Growth Amid Volatility
Some of the most influential investors in the Gulf country of Kuwait are taking a defensive approach to portfolio management this year amid growing geopolitical tensions in the region and further afie...
www.institutionalinvestor.com
January 29, 2026 at 2:33 PM
Kuwait’s top investors, including Action Group Holdings, are adopting defensive portfolio strategies amidst rising geopolitical tensions in the region. This shift emphasizes the need for rigorous due diligence practices to mitigate risks. www.institutionalinvestor.com/article/kuwa...
With the addition of Founders Circle Capital, the Qatar Investment Authority’s fund-of-funds program has now attracted seven firms. Signaling a rising interest from both regional and international investors aiming to tap into the Qatari and Gulf markets. www.institutionalinvestor.com/article/two-...
Two Years In, Doha’s Venture Capital Gambit Gains Another Backer
A seventh venture capital firm has joined the Qatar Investment Authority’s ambitious fund-of-funds program, signaling that the initiative is gaining traction with its two-pronged mandate. Silicon Vall...
www.institutionalinvestor.com
January 29, 2026 at 2:20 PM
With the addition of Founders Circle Capital, the Qatar Investment Authority’s fund-of-funds program has now attracted seven firms. Signaling a rising interest from both regional and international investors aiming to tap into the Qatari and Gulf markets. www.institutionalinvestor.com/article/two-...
Jay Kahn’s Flight Deck Capital achieved a 51.6% increase in his long-short TMT hedge fund in a year when prominent players focused on Nvidia. This demonstrates strong management amid a volatile tech sector, relevant for institutional investors.
www.institutionalinvestor.com/article/tige...
www.institutionalinvestor.com/article/tige...
The Tiger Grandcub Who Outsmarted the AI Frenzy
Jay Kahn’s Flight Deck Capital had its first breakout year since its 2021 founding. Last year, the Tiger Grandcub and onetime Institutional Investor Hedge Fund Rising Star saw a 51.6 percent jump in t...
www.institutionalinvestor.com
January 28, 2026 at 7:58 PM
Jay Kahn’s Flight Deck Capital achieved a 51.6% increase in his long-short TMT hedge fund in a year when prominent players focused on Nvidia. This demonstrates strong management amid a volatile tech sector, relevant for institutional investors.
www.institutionalinvestor.com/article/tige...
www.institutionalinvestor.com/article/tige...