I mean Tom Scholz and Rob Zombie are some good singers from Boston. Assuming you meant Single Managers, Atreides, Finepoint, Abrams, Starboard is technically Boston.
What’s the reputation of Atreides considering they’re relatively new? I know Gavin Baker did a great job at Fidelity but curious to know how much of that has been successfully replicated at his new fund
3 YR Annualized return of ~17% solely from their 13F. Investors can choose if they want their money in the public markets or in private equity. They also have a VC angle going on there. The style is to look for tech stocks with misunderstood moat and or a turnaround story, kinda like investing ahead of the curve. Gavin did ~19%/year during his time at Fidelity, guess that is why they are at ~$5B right now. If he keeps this performance up, Atreides will easily cross $10B mark within 10 years. 5y at best.
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I mean Tom Scholz and Rob Zombie are some good singers from Boston. Assuming you meant Single Managers, Atreides, Finepoint, Abrams, Starboard is technically Boston.
Adding FullyVested's list: WhaleRock, Brookside, Stockbridge, Shawspring, Altimeter, Adage.
Baupost, Acadian (technically) / BrightSphere
A lot of shops starting in Boston these days, the place is slowly becoming a combination of CT and NY.
What’s the reputation of Atreides considering they’re relatively new? I know Gavin Baker did a great job at Fidelity but curious to know how much of that has been successfully replicated at his new fund
3 YR Annualized return of ~17% solely from their 13F. Investors can choose if they want their money in the public markets or in private equity. They also have a VC angle going on there. The style is to look for tech stocks with misunderstood moat and or a turnaround story, kinda like investing ahead of the curve. Gavin did ~19%/year during his time at Fidelity, guess that is why they are at ~$5B right now. If he keeps this performance up, Atreides will easily cross $10B mark within 10 years. 5y at best.
Bump
Would add WhaleRock, Brookside (Bain Cap), Stockbridge (Berkshire), Shawspring, Altimeter, and Adage.
Definitely strong tech orientation.
LOL @ whalerock / uncle bradley @ altimmy
Uh Baupost?
Lol @ shawspring being mentioned as "the best"
Abrams Capital
Finepoint.
Is Bracebridge a SM?
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