DISQUS

mark · 1 year ago

Balyasny would be a good addition

marketfolly · 1 year ago

thanks mark

dan · 1 year ago

Renaissance Technology would be great, especially any info you have on the gravity defying Medallion Fund

marketfolly · 1 year ago

thanks dan, good idea... can't believe i've left them off the list! will do

Alberto Finali · 1 year ago

Great List - I would make only one addition: TCI

marketfolly · 1 year ago

thanks for the suggestion!

edp · 1 year ago

Eton Park, Clarium, Och-Ziff, Tudor

marketfolly · 1 year ago

haha guess you didn't read the list, because I already have all of those, save for Och-Ziff. thanks though, I'll add Och-Ziff to the suggestion list.

Ryan Moser · 1 year ago

How about the Stephens Investment Management Nanocap Fund? It fits the GARP/long term investing theme and covers a corner of the market mostly neglected by the hedge fund world.

marketfolly · 1 year ago

wow never looked into them, thanks. will definitely check it out

mister_x · 1 year ago

You missed Fairholme run by Bruce Berkowitz. It's a value oriented fund with ~9B AUM. Here's the 13-F:
http://www.sec.gov/Archives/edgar/data/1056831/...

Sapphire · 1 year ago

Is Fairholme a hedge fund? I thought it was a mutual fund.

zip · 1 year ago

I saw an interview today with Julian Robertson from Bloomberg where he's still bullish on V, MA, BAIDU, and GOOG. Also, a few of the tiger cubs have positions in these companies. What do you think they see in V and MA given the slowdown in consumer spending and the restriction of credit? Also, Bill Ackman added V and MA to his portfolio, albeit small positions. What do you think the thesis is here?

marketfolly · 1 year ago

zip,
main thesis there is global transition from cash to plastic. whether it be debit card or credit card, everyone is using plastic to purchase rather than straight cash. ma and v have no credit risk/exposure. so, the more people who have cards, the better for them... as every single transaction they get a piece of. they're simply payment processors. love both those names and have been in and out of them myself. near term there are some headwinds with the slowdown but going forward its really about a generational shift and its growing overseas. people are using cards instead of cash. ma and v skim a percentage off the top of each transaction as a transaction fee.

i saw that interview as well and was planning on posting it on the blog next week when i start to cover some of the tiger cub hedge funds via 13fs

zip · 1 year ago

Great, thanks for the response.

John · 1 year ago

You should also track Galleon Group based in New York which is a $6 billion plus fund.

marketfolly · 1 year ago

good deal, thanks for the suggestion