Seems like their AUM has shrunk considerably and a lot of the names on their 13-f (highly concentrated) have fallen off of multiple cliffs over the past couple years. Thought their AUM was almost 5bn a little while ago, and public filings now show it's closer to 1.5bn
| +21 | 3x SWE FAANG Intern -> Fundamental Analyst @ HF | 13 | 1d |
| +19 | AI/job update | 5 | 15h |
| +14 | Want out - next steps | 2 | 6h |
| +12 | Fund 1 8%, fund 2 5%, when will fund implode? | 6 | 5h |
| +3 | Castle Hook Partners | 0 | 6d |
| +3 | Disclosed non public fund performance to a headhunter | 3 | 1d |
| +3 | Dragoneer | 1 | 2d |
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They are up +17% this year, as of end of Feb.
And down 60 last year?
Down 44% last year.
Nice, only underperforming QQQs by 1% instead of 30% like last year.
i mean, if you get a job there its a very nice gig. I applied for their internship program and it was multiple rounds of interviews and hard af. No one I know got it lol
But you don’t learn anything. They recruit heavily from my school but it seems kinda like a sleepy shop. Which is nice if you’re the founder and just want to clip checks, but as an intern I want to learn, and these LO highly concentrated funds just don’t do very much
How’s career progression there? It looks like one guy from Yale started in 2016 out of undergrad and is now a partner. I’m sure he’s learned plenty and has made a lot…
Why wouldn’t you learn a lot there?
?? Don't conflate LO AM with LO SM HF.
LO SM HF = tiger cub style investing
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AUM is like 3b? 1.5 is just what's reported. They only report holdings, not cash. Basic stuff guys come on
Why would they be 50% cash?
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