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Hedge Fund Exposure Levels: Still Very Long Equities
What % of portfolio is each position
You have SRS, you said you sold yesterday some but have more today and selling more... i.e. do you have 4 positions? 20? and when you sell off are you selling 5% out of a position? 10%? in quarters? thirds? Just curious -
I might get some TBT here in a day or two
i have SRS in both my trading acct and long term acct so i have 2 sets of it... but was taking profits in both. when i say "selling some" i usually am selling 10-20%. with huge moves though i'll take 30-50% off.
I'm emailing you in regards to an email I sent to you last month about a partnership, have you had a chance to think about it?
If you have any questions or would more information, please advise me and we can go from there.
Kind Regards,
Andrew Knight
Would you mind sending it again?