Chairman and managing member of Great Hill Capital, the New York long/short equity firm he founded in 2014 and launched in January 2015. He runs concentrated, high-conviction positions on a deep-value-with-a-catalyst discipline, and earlier worked as a research consultant at Cornwall Capital and as a managing director at Bedford Oak Advisors. He publishes the weekly Hedge Fund Tips videocast and podcast.
Current predictions
Alibaba: Thomas is bullish on Alibaba. (updated 2026-08-28)
US Housing: Thomas is bearish on US Housing. (updated 2026-08-28)
US Dollar: Thomas is bearish on the US Dollar over the medium term (Aug 2026–Aug 2028). (updated 2026-08-28)
Intermediate Treasuries: Thomas is bullish on Intermediate Treasuries over the medium term (Aug 2026–Feb 2028). (updated 2026-08-28)
Intel: Thomas is bearish on Intel. (updated 2026-08-28)
Long-Term Treasuries: Thomas is bullish on Long-Term Treasuries over the medium term. (updated 2026-08-28)
Semiconductors: Thomas is mildly bearish on semiconductors in the short term. (updated 2026-08-12)
Prediction history
2026-08-28 — Thomas is bullish on Intermediate Treasuries over the medium term (Aug 2026–Feb 2028). (source: Hedge Fund Tips with Tom Hayes - VideoCast - Episode 358 - August 28, 2026)
2026-08-28 — Thomas is bullish on Alibaba. (source: Hedge Fund Tips with Tom Hayes - VideoCast - Episode 358 - August 28, 2026)
2026-08-28 — Thomas is bullish on Long-Term Treasuries over the medium term. (source: Hedge Fund Tips with Tom Hayes - VideoCast - Episode 358 - August 28, 2026)
2026-08-28 — Thomas is bearish on the US Dollar over the medium term (Aug 2026–Aug 2028). (source: Hedge Fund Tips with Tom Hayes - VideoCast - Episode 358 - August 28, 2026)
2026-08-28 — Thomas is bearish on US Housing. (source: Hedge Fund Tips with Tom Hayes - VideoCast - Episode 358 - August 28, 2026)
2026-08-28 — Thomas is bearish on Intel. (source: Hedge Fund Tips with Tom Hayes - VideoCast - Episode 358 - August 28, 2026)
2026-08-12 — Thomas is mildly bearish on semiconductors in the short term. (source: Fund Manager Called Tech Wipeout, Now Reveals Next Great Rotation | Thomas Hayes)