Any views on Third Point's fundamental / public equities team? Do analysts here focus on a sector? Do they also work on event driven / activist stuff, or just pure tiger cub type L/S equity in their respective sectors?
Would appreciate intel on style, allocation of $13-15bn AUM to equities, role of analysts vs MD (I think that's what Dan calls the senior folks) -- ie do analysts manage sleeves and MDs have bigger books -- and comp. Thanks.
| +24 | James Fishback | 9 | 5h |
| +21 | Future of L/S | 5 | 3d |
| +17 | Latest blow up / wind down | 25 | 2d |
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| +10 | SM L/S Compensation? | 3 | 17h |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 1d |
| +9 | How to prep for credit HF? | 4 | 1d |
| +9 | Moving from credit to equity? | 3 | 4d |
| +4 | Jensen Huang | 1 | 10h |
| +3 | Chefs at Pod Shops | 2 | 3d |
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