Best semi/infra HF/PMs?

Wondering if anyone can provide some color on the best public markets / crossover PMs or funds that do (or are specialized in) semiconductors / AI infra.

Thanks in advance :).

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5 Comments

HFPM15

HF

8mo

gavin baker @ atriedes

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HF

Intern in HF - EquityHedge

7mo

second this… he’s gotta be one of the smartest people i’ve listened to. plus the track record to prove it

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HF

Research Analyst in HF - Other

8mo

going off the past 18 months... literally everyone?

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Authored by: Certified Hedge Fund Professional - Research AnalystCertified Hedge Fund Pro

MMPM

HF

7mo

Dude is just looking to ride the wave and get paid without a sweat, clearly.

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Authored by: Certified Hedge Fund Professional - Portfolio ManagerCertified Hedge Fund Pro

HF

Investment Analyst in HF - EquityHedge

7mo

Nihil qui perspiciatis repellat laudantium dicta. Ipsum voluptate autem rerum illo. Distinctio rerum voluptatem veniam laborum vel. Voluptas amet ad ut et iusto doloribus.

In culpa ratione explicabo quae voluptatem nemo. Excepturi doloribus amet autem nostrum voluptate qui. Aspernatur veritatis doloribus et vel.

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Best semi/infra HF/PMs?

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