DISQUS

Market Folly: Hedge Funds: October Performance Numbers

  • ManRoot · 1 year ago
    how did Seth Klarman's Baupost fund do? Any idea?
  • marketfolly · 1 year ago
    no sorry don't have their numbers at the moment. will post up if i get them.
  • TraderMark · 1 year ago
    It's too bad we can't see the short side - I went to look at Shumway holdings and its all the usual suspects, XTO MA CSCO, so obviously they made money on the short side. What is his strategy? macro? or any idea?

    http://sec.gov/Archives/edgar/data/1222120/0000...
  • marketfolly · 1 year ago
    he's a 'tiger cub' so i would assume somewhat a value/growth at a reasonable price guy, slash somewhat a "concentrated portfolio" kinda guy. here's his thoughts from the hedge fund panel: http://www.marketfolly.com/2008/10/hedge-fund-p...
  • Leonard · 1 year ago
    Great site! Just wanted to let you know.
  • marketfolly · 1 year ago
    thanks Leonard, appreciate that!
  • Julian Micheo · 1 year ago
    Have any Bill Ackman letters?
  • marketfolly · 1 year ago
    currently do not, no. you can run a search for 'bill ackman' on the top right hand corner of the blog though and find everything i've got posted about him or pershing square.
  • Julian Micheo · 1 year ago
    thanks! Any chance of getting the letter?
  • marketfolly · 1 year ago
    yea no problem. currently do not have any contacts who have access to it, but maybe someone will pop up who knows where we can get it
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