9/29/13

Anyone know anything about them? Seem to be a great hedge fund but just don't hear much about them even though they seem to be pretty big ($8bn I believe)?

Comments (14)

10/16/13

Maybe this link would help.
http://www.tilsonfunds.com/JackMcDonald.pdf

What do you want to know in particular?

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10/16/13

Value guys. High net worth / Family money. Long time horizon. Concentrated portfolio. Small team. Good shop. Driving to Mill Valley is a pain. Think AUM is actually $10B plus.

10/16/13

Latest 13F
http://www.sec.gov/Archives/edgar/data/919468/0001...

LBTYK
SCHW
CPN
CHTR
PXD
V
CCI
EQIX
LAMR
ADVS

among others

10/16/13

SpacemanSpiff do you live in SF?

10/16/13

mikemilken:

SpacemanSpiff do you live in SF?

No why

10/17/13

These guys are really, really good. Sometimes the best places are the ones you don't hear a lot about

10/17/13

You seem to know a lot about these guys.

10/17/13

mikemilken:

You seem to know a lot about these guys.

Well, you spend a couple years in the industry and you get to learn things

10/17/13

mikemilken:

You seem to know a lot about these guys.

Can't tell if you are being serious and inquisitive or a dick?

10/17/13

I know a bit about these guys after reading about their investment in Plum Creek Timber. Great firm, makes concentrated investments, focuses on investing like owners. If I remember correctly, they particularly like firms with high FCF yields. FPR (another SF fund) takes a similar approach.

I'd kill to work for either, but I have no idea how you would get hired. They're small and have low turnover.

10/17/13

They're small but they have pretty high turnover because they hire kids out of banking to go to 3-year pre-mba stints after which point they are almost always expected to go to business school (from what I understand not looking to make new partners). Pretty good place, though I don't know what I would do as a junior guy working at a place that only had 8 names in the portfolio and rarely turned them over...

10/18/13

Hi Gray,

I was referring to SpacemanSpiff, was surprised that he knew about them in depth. Not many people even in SF know about them.

Met a few of their folks and they seem like nice guys. They do have high turnover of staff. I believe one of their founding partners (oberndoff) has started his own family office.

It should be a great place for a young guy as the low turnover would give her the time to think and properly understand an investment.

Cheers.

11/4/13

mikemilken:

It should be a great place for a young guy as the low turnover would give her the time to think and properly understand an investment.

Cheers.

lmao

I hate victims who respect their executioners

10/18/13
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