Spheria Asset Management, an investment management company, released its December 2025 “Spheria Global Opportunities Fund” investor letter. A copy of the letter can be downloaded here.

Through the Bill & Melinda Gates Foundation Trust, he owns about 28.9 million shares of Waste Management (WM) , roughly 7% of the company. That makes the Trust the single largest individual ...

High-profile investor Hyperion Asset Management has dramatically cut its exposure to software stocks as it attempts to stem the bleeding from what it describes as one of the toughest periods in the ...

CNBC's Leslie Picker reports on alternative asset managers' easing fears on software stocks as executives make their case at Bank of America Global Research’s Financial Services Conference. Annual ...

Private equity firms face scrutiny over software holdings and AI risks Alternative asset managers lose almost $60 billion due to software sector shock BDCs questioned on software holdings amid market ...

A practical checklist for accurate inventory, clear policies, and smoother employee onboarding in the new year As you start 2026, IT leaders face the familiar first-quarter crunch: audits, refresh ...

In this report, Gartner notes that "sourcing, procurement and vendor management leaders can use this research for tool selection that drives better SAM decisions." The Market Guide highlights ...

Plants and facilities rarely fail because teams lack effort. They fail because work, parts, and history live in separate places. A technician closes a work order, a planner updates a spreadsheet, and ...

Churchill Asset Management has amassed over $16 billion for senior lending, including anticipated leverage, extending its capacity to back core middle-market deals. Representing the New York firm’s ...

Power company leaders face mounting challenges in asset management—keeping aging equipment reliable, integrating diverse assets from renewables to baseload units, and meeting strict reliability ...