Anyone have a good handle on YTD returns through 1H22? Saw a previous thread on returns earlier in the year but would be interesting to hear how funds are faring post-April.
saw on Third Points website that ytd through June was just as bad as Q1 and fund is down >20% ytd now.
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tiger global HF through june 30: -50.1%
viking global investors HF through june 30: -7.4%
One is hedging, one clearly gave up huh.
will Tiger ever back to break-even? If so when?
A few others (mostly positive):
AQR Managed Futures Full Vol +53%
Graham Capital +34%
Bridgewater +32%
AQR global macro +23% (believe their absolute return fund is up more)
Citadel +18%
Rokos +12%
Pershing Square -26%
So basically macro up; where are the L/S funds?
can't remember the last time citadel had a down year...been killing it
Apologies that I can't name names... but know a few value-oriented funds' performance numbers. Either market neutral or slightly net long, -10%, -14%, +8%, +12%. So pretty wide dispersion. A common theme I'm seeing is that while shorts have been performing across the board, longs and sector weights have been trouble for some funds.
Know of a tiger grand cub down 40% for H1.
As far as twitter hedge funds go, I believe Alta Fox is down 20% and Hayden Capital is down 50-60%.
Anyone have the following? Soroban, Appaloosa, Darsana, Eminence, Elliott
Elliott was +5% through May. Source is the below, which also has a couple other fund results too (but not any others in your list.):
Viking -9
Davidsson Kempner -2
Aristeia +2
DE Shaw +14
http://data.treasury.ri.gov/dataset/48775ff7-7f68-4f8a-b759-78e790ad9eb…
What's the word on Altimeter/Dragoneer/D1? Will be interesting to see if they make it out alive
someone in another thread said altimeter was -60%, forgot whether it was thru June or May...dunno how accurate that is
Heard altimeter was down 64% through 1H.
My lord, can anyone verify this?
D1 Public down 40% and Cat Rock down 54%
very curious about dragoneer, but historically haven't seen their returns publicized at all
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