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April 30, 2024
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seems like a fund that wants to stay under the radar. Paul enright (also ex-Viking) speaks highly of tom in his recent interview with capital allocators. you should check it out.
Tom did an interview in 2017 with Georgetown when he was running his family office Lake Trail Capital
Here is another interview with an LP at the launch of Alua. https://player.vimeo.com/video/516511735?autoplay=0
Tom said they had big positions in Carvana and Sea Ltd back in 2021, that can't have been good
Nvm he said they were short treasuries they're chilling
Thanks for the link. I know nothing about him or what Viking is really like as I’m not even in the L/S equity world, but he really comes off as someone I’d like to work for in the way he carries himself. Very even-keeled to the point of monotone, but the content of his message is clearly sharp and seems like someone who values talented people working for him. Too many times HF managers are so bombastic and all about “me, me, me”, stating opinions as facts all the time, just not humble. He comes off as one of the rare good ones here.
agreed. altho a lot of PMs i know say all the right things in public and are completely different behind the scenes / in the office
Bump
Good experiences working with some of their analysts
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