Fund Intelligence
Hedge funds fail all the time, yet they often slip beneath the radar of public awareness. It's only the colossal failures that grab the headlines. This is precisely the reason why deeply understanding what you are signing up for is paramount in building a long-term career in
This idea occurred to me during one of my “wisdom walks”: Why not apply the 7 Power framework to the hedge fund industry? In this article, I will discuss how a hedge fund can successfully build moats in this ultra-competitive and fragile sector and what paths a start-up
What is a multi-manager? A multi-manager ("MM") hedge fund is an investment firm consisting of many portfolio managers (PMs) managing portfolios autonomously. Each portfolio is referred to as a "pod", where PMs have complete discretion on how to construct their portfolio and have minimal
Before the proliferation of podcasts, hedge funds operated under a veil of secrecy. However, Coatue Management's insights into technology, media, and telecommunications (TMT) investing have been accessible for a long time thanks to Philippe Laffont and Chief Marketing Officer David Scully's teaching roles at MIT, Philippe’
Summary: 1. The first two morning presenters pitched Canadian companies, and the third presenter was Canadian. This could be coincidental, but it might tell you something about the valuation of the current U.S. equity market. 2. Two presenters pitched the same long idea within the aircraft parts industry. Looks
Ever wondered what really goes on behind the scenes at hedge funds? From the power plays of capital allocation to the high-stakes drama of co-founder clashes, whispers of insider trading, the cutthroat world of fund management, and the reasons top talent walk away—get ready for some eye-
In this article, we will learn about Polen Focused Growth Strategy, a long-only mutual fund that specializes in wide moat growth investing. We will dive into the investment team and their process, the characteristics they look for in an investment, their portfolio management philosophy, and a case study on
In the heart of Columbus, Ohio, lies Diamond Hill Capital Management, a mutual fund company with over two decades of history, rooted in the philosophy of long-term value investing. The story began with Ric Dillon, Diamond Hill’s founder. Before founding Diamond Hill, Ric had already made a significant
Not all mutual funds are mere 'closet indexers' and asset gatherers, consistently falling short of their benchmarks. In the heart of San Francisco’s Financial District, near the Embarcadero, lies Artisan International Value, a $44 billion AUM strategy founded by David Samra. The firm has consistently outperformed its
Many of you love to cover hot tech stocks, but you're also aware that technology stocks move in both directions more quickly than other sectors – it ain’t easy. In this article, we will delve into Whale Rock Capital, a $8 billion AUM Boston-based technology hedge fund
In this article, we explore Daniel Loeb’s career: how he built Third Point, a hedge fund known for activism but equally successfully as a traditional event-driven value shop. You will learn about Loeb’s evolution as an activist, a case study on a wildly successful activist investment, the
In 1992, in Arlington, VA, Frank Sands Sr. founded his own investment firm. Having learned under David Babson, a pioneer of growth investing, Sands started with $57 million in assets under management. Through consistent performance, strategic product launches, and thoughtful succession planning, Sands Sr. steadily built the firm. Today, Sands