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Tiger CubsI wanted to ping the WSO community and see if there are any users here that are analysts in the Tiger Cub network and would offer some insights. I work for a L/S fund with a value focus and our analysts have very little interaction with other funds. We spend essentially all of our time in SEC... 2 years 4 weeks
Baupost LetterDoes anybody have a copy? I'm sure this has been brought up before, but thought I would bring it back up. I'm willing to trade a copy of all my notes from Ira Sohn (fair warning they are hand written). 2 years 4 months
Back Office CFA???I saw this headline on the bottom of my bloomberg today in the area that just keeps scrolling news, and I thought it was a spoof from some website like Dealbreaker, but its real. http://online.wsj.com/article/SB10001424127887324081704578231453741714208.html?mod=googlenews_wsj http://www.... 2 years 5 months
HBS Case Study on Hayman Capital and JapanCredit to Zero Hedge for posting this - a great read. http://www.scribd.com/fullscreen/94194593?access_key=key-2nh7d3g9sfvk2slzcwfi 3 years 1 month

Comments

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Why PE expereince in valued at a HF, especially L...It is another form of filtering/signal value. 3 weeks 11 hours
Hedge fund pay at mid-senior levelsThreads on HF Comp turn into a total shit show even when they are about the first one-two years where things are loosely uniform. This is going to be compounded by the fact that there are very, very few posters who could comment intelligently on a senior analyst/Junior PM level (Blackhat, Mr. Pink... 3 weeks 6 days
Long term, concentrated, deep fundamental...[quote="Acidophilus"] RLC1: Actionable superior information in public equities is generally either a myth or a crime. The only repeatable, honest alpha I have ever seen in the equities world comes from superior analysis, and understanding the right factors. Historically, throwing darts at companies... 1 month 2 days
Long term, concentrated, deep fundamental...[quote="SanityCheck"]Top 5 positions are 50-60% of AUM. 10 longs max. 3-5 year outlook. Quarters are used to gauge if thesis is still intact and/or buying on weakness (I love the arbitrage of scared unsophisticated investors extrapolating short-term results into long-term, which is also what all... 1 month 2 days
Budgeting highly variable compGood comments thus far. Every situation is obviously unique, but I would say these are probably the four main variables -Marriage/kids -The composition of the total comp number (base vs. bonus, cash vs. equity, current vs. deferred) -Owning vs. renting real estate -Firm investment policy (a... 1 month 1 week
Post IB HF CompensationAlso, I would say don't negotiate. The 40k difference between the "standard" of 250k and what you are looking at is 20k after taxes. Focus on learning and share that attitude with the people you are going to work for. 1 month 2 weeks
Post IB HF CompensationThis was discussed in depth in January. I offered my thoughts then and generally stand by them despite the backlash. http://www.wallstreetoasis.com/forums/hf-analyst-compensation "I would say base is going to be 100k-150k with all-in comp in the 250k-350k range. 2nd year all-in would be in... 1 month 2 weeks
JAT shutting down [quote="xqtrack"]Gray Fox wrote:-If you get a job at a place like this, the fund shutting down is not the end of the world. I'm sure all of his employees will be taken care of in some form. People will need to be retained to run the family office, salaries will be paid after the fees stop rolling... 1 month 3 weeks
JAT shutting down http://www.wsj.com/articles/jat-capital-management-returning-investor-money-1431386777 "A representative for JAT said the firm’s performance last year 'is not the reason for this decision.'" Read into it what you will. 1 month 3 weeks
JAT shutting down -If you get a job at a place like this, the fund shutting down is not the end of the world. I'm sure all of his employees will be taken care of in some form. People will need to be retained to run the family office, salaries will be paid after the fees stop rolling in the door, and there is a... 1 month 3 weeks