Title says it all. Obviously the funds that were doing horribly past few years from being short on "overvalued tech stocks" are doing well now. Any funds outside of those type doing well like ones that went into cash earlier in the year and are planning to buy soon?
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Are you specifically focused on equity funds? Lots of other funds (multi asset, macro, etc) doing well.
Yes equity. I've got a few friends in macro already so I know the situation over there.
Would assume the convertible arb funds did well given market volatility and stock price dropping.
del
Bro Skye is down like 25% lmao
Where do you see that? I can see their returns lagged by a month, and Skye is down a little over 5% YTD as of end of April. I don't know what their May has been like, but if that held steady they're a full standard deviation better than the S&P right now...
FT article on TGM 2 weeks ago:
“Skye Global, set up by former Third Point analyst Jamie Sterne, is down about 24 per cent having made large double-digit gains in each of the last five years.”
Still a great fund and I would love to work there. $5-6bn, 3 guys…
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