Why one of tech’s top fund managers just abandoned software stocks

Fears that sophisticated AI tools like Anthropic PBC’s Claude Cowork will disrupt software businesses sent their stocks ...

Top-performing fund warns software firms face ‘existential threat from AI’: report

A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence – ...
The Motley Fool

Aggressive Accumulation: Fund Manager Backs Up the Truck for Software Stock

According to a filing with the Securities and Exchange Commission dated November 7, 2025, Readystate Asset Management LP initiated a new position in Workiva, buying 371,224 shares valued at $31.95 ...
Business Insider

The stock fund manager who holds America's record of annual outperformance shares 2 bargain trades he's making in an expensive market

David Giroux has beaten his Morningstar Moderate Allocation peer group average for 17 years. The fund manager's record-breaking streak results from fundamental analysis and active management. Giroux ...
Reuters

Fund Base Camp Emerges as Technology Leader in Investment Management Space

SHERIDAN, WY, February 23, 2025 (EZ Newswire) -- The investment management software industry is witnessing a paradigm shift with the launch of Fund Base Camp, a technology-first platform that's ...
Traders Magazine

5 Essential Features for Fund Admin Software in 2024

Fund management software is a hidden opportunity to improve the efficiency of your firm or family office and improve your life as a fund manager. Instead of being a document shuffler, consider how ...