Agecroft on key 2026 hedge fund themes, favors contrarian approach

Don Steinbrugge of Agecroft Partners expects strong inflows into hedge funds as demand for private equity slows. He believes 2026 will be a good year for long/short equity strategies, supported by widening valuation gaps in stocks. Steinbrugge supports contrarian approach, saying this is a good time to reallocate portfolios towards areas that have been overlooked in the past.