Investor Profiles
Investor Profiles 247 investors tracked Updated regularly
Richard Toad
Atticus Capital
Atticus Capital: The Hockey Player Who Built a $20 Billion Hedge Fund
2026 Q1 Fund Database Refresh Findings
I want to share with you findings of the 54 new funds added to my fund database compared to March 2025 data, when it was launched. Here's what stood out. Lineage The Tiger lineage remains the largest group, accounting for 12 of the 54 additions. For context, my
Q1 2026 Hedge Fund Roundup
Launches, Shutdowns, and Pivots In this issue, we discuss the reversal of a major hedge fund industry trend, news around a few Tiger Grand-cub hedge funds and a few high-profile billion AUM+ hedge fund launches, and more. If you missed the last two editions: 2025 Q4 | 2025 Q3
Hedge Fund Master Table
All hedge funds in one place, sortable and searchable. Link to the long-only master table. The search works for your keyword in all fields: from name of the fund, all the way to the text inside the details column. Example use cases: * If you want to find all Wharton
2025 sell-side equity research comp survey findings
Note: * All figures are averages using pivot table * There weren’t enough international data points to even have analysis, so I excluded them * excluded a few outliers (because might be prank submissions) and macro (because it can skew the fundamental research info) * Firms considered “BB” in my grouping (I have
Fund database methodology
Updated: 3/14/2026 Subject to change because I cannot make up my damn mind. Hedge funds AUM: because hedge funds only report regulatory AUM, which includes leverage, it's not disclosed in our fund database. Style I classify funds into value, growth, event-driven, activist, healthcare (biotech/biopharma)
Your First Year in Equity Research (Part 2)
Estimated reading tie: ~10 minutes Continuing from last week's article, let's talk more tips on how you can become more effective as a junior sell-sider. Topics: * You don't get better as an investor on the sell-side, unless you want to * You need
Your First Year in Equity Research
If you’re a junior in sell-side equity research today, you’re entering at a strange time. The pay isn't what they used to be. Budgets are tighter, headcount is leaner, and senior analysts are being asked to do more with less. That tension shows up everywhere.
Eminence Capital
Most hedge fund stories start with the wins. This one starts with a drawdown. Before Ricky Sandler built Eminence Capital into one of the most respected long/short hedge funds in the market, he went through a near career-ending lesson in 1998. His first investment firm returned 36% CAGR
Why Moving From Value Investing to Growth Is So Hard (And How to Do It Anyway)
Moving from a value investing seat to a growth investing seat is not straightforward. Let me explain why, and what you can do to improve your odds. By value, I am referring to two kinds: 1) deep value, the likes of Pzena, Donald Smith & Co., and Third Avenue — firms
Harris Associates - U.S. Equity
In 1976, a small group of investors working inside the family office of Chicago entrepreneur Irving Harris set out to build something different. They founded Harris Associates L.P. to learn how to think about businesses the slow, owner-oriented way—patient, independent, and grounded in fundamentals. In 1991, the