Market Folly - Latest Comments in Hedge Funds: October Performance Numbers

Re: Hedge Funds: October Performance Numbers

free fta satellite keys — Wed, 10 Dec 2008 17:19:09 -0000

Hello, for a long time I read your blog, thanks for that that write interesting and
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Re: Hedge Funds: October Performance Numbers

marketfolly — Wed, 12 Nov 2008 16:45:59 -0000

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

Re: Hedge Funds: October Performance Numbers

Julian Micheo — Wed, 12 Nov 2008 16:40:40 -0000

thanks! Any chance of getting the letter?

Re: Hedge Funds: October Performance Numbers

marketfolly — Wed, 12 Nov 2008 16:10:38 -0000

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.

Re: Hedge Funds: October Performance Numbers

Julian Micheo — Wed, 12 Nov 2008 16:00:02 -0000

Have any Bill Ackman letters?

Re: Hedge Funds: October Performance Numbers

marketfolly — Wed, 12 Nov 2008 09:22:52 -0000

thanks Leonard, appreciate that!

Re: Hedge Funds: October Performance Numbers

Leonard — Wed, 12 Nov 2008 08:07:15 -0000

Great site! Just wanted to let you know.

Re: Hedge Funds: October Performance Numbers

marketfolly — Tue, 11 Nov 2008 17:05:49 -0000

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/...

Re: Hedge Funds: October Performance Numbers

TraderMark — Tue, 11 Nov 2008 16:28:43 -0000

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/edg...

Re: Hedge Funds: October Performance Numbers

marketfolly — Tue, 11 Nov 2008 14:52:57 -0000

no sorry don't have their numbers at the moment. will post up if i get them.

Re: Hedge Funds: October Performance Numbers

ManRoot — Tue, 11 Nov 2008 14:45:31 -0000

how did Seth Klarman's Baupost fund do? Any idea?