New funds that are killing it?

Hey all!


I just saw a thread https://www.wallstreetoasis.com/forums/anyone-hea…. I was wondering do any of the hyped new launches ever live up to the hype.? I remember there was one a while back who had the backing of Steve Cohen and Dan Loeb and have heard nothing since. The same with Keysquare Capital and other Soros family office alumni. Aside from Melvin Capital, is any new fund killing it?


Edit: Rokos, Kirkoswald, Whale Rock, D1, the family office of David Bonderman. Are all funds that are killing it.




 

Along that line, I would highlight Atreides Management, not sure about their performance, but similar pre S-curve investing style (disruptive nascent businesses with secular tailwind is their bread and butter)

PM is Gavin Baker, look him up, he does a lot of interviews / podcasts, guy is a freak of nature smart and well-read. Both Alex Sacerdote (Whalerock) and Gavin Baker (Atreides) at one point ran the Fidelity OTC fund, which is right now ~$17bn AUM

 

Cinctive has been doing quite well - launched late 2019 by ex-Diamondback heads

 

FYI: Almost everyone at a fund shop has really strict rules about talking about products on social media.  Even anonymously or if they belong to a different shop.  Don't expect any comments from anybody who knows anything.

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 

Light Sky performance is awful...

2017: -10%
2018: -3%
2019: +18%
2020: +3% (after being down -10% in Q1)

 

Voleon is trash. Sharpe way less than 1 since inception

 

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