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MARKETS, STOCKS

Thomas Hayes

Founder, Chairman, and Managing Member,

Great Hill Capital, LLC

  • Founder, Chairman, and Managing Member of Great Hills Capital, LLC
  • Hedge Funds Tips with Tom Hayes VideoCast and Podcast
  • Featured on Fox Business TV, Yahoo! Finance TV, Wall Street Journal, Barron's, and More

About Thomas

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.

Thomas's Articles

Etsy Inc. (ETSY) is the fourth most visited e-commerce site in the US, but unlike its price-driven competitors, it has carved out a competitive niche focusing on handmade, vintage, and customized goods. This strategy is a key competitive advantage, allowing Etsy to avoid the "race to the bottom" behavior that continues to pressure broader e-commerce, advises Tom Hayes, editor of HedgeFundTips.
One of our highest conviction picks heading into 2025, and perhaps the most unpopular at the moment, is Boeing Co. (BA). Our thesis can be summed up in one sentence: It operates in a legal, growing, global duopoly with Airbus, with the two companies delivering more than 99% of commercial aircraft from 2000 - 2022, says Tom Hayes, editor of HedgeFundTips.
I see continued strength into year end, led by small caps in December. That should be followed by a sideways grind/consolidation in the front half of next year as policy and Trump Administration appointments crystallize. Generac Holdings Inc. (GNRC) is one favorite small cap in this environment, advises Tom Hayes, editor of HedgeFundTips.
I recently joined the great Stuart Varney on Fox Business to discuss bond yields, the election, the Fed, the market outlook, misconceptions about the “Trump Trade,” and a lot more. Here are a few things to keep in mind about the iShares 20+ Year Treasury Bond ETF (TLT) – and stocks, writes Tom Hayes, editor of HedgeFundTips.

Thomas's Videos

Join Thomas Hayes to see how we are positioned to navigate the markets for the 2nd half of 2024.

Join Thomas Hayes to hear his three turnaround stocks and the market outlook for 2024.

Join Thomas Hayes as he explains how to clean up what has been left behind. He will share the companies, sectors, and counties we are eying for alpha.

A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.


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