Best tmt pods?
Received an offer from a tiger cub but thinking I'd see if there is an opportunity under a tenured PM with great reputation for a pod instead. Business development called with a few spots but wanted to get a sanity check as well as ask if there are specific teams to look out for.
Any latest thoughts on who are the best TMT pods? Focused on eComm and entp software, long track records through market vol. most importantly want to learn process very well.
Surveyor
Bump - Matt Janiga, Micah Nance are some of the best investors in the space among pods. Khalid Malik as well but he is no longer with Surveyor
My PM calls him the MJ of TMT
Is this consensus - that Matthew and Micah are two of the best? Curious how you got the view - are they both just known for having really good processes/putting up great numbers?
Never worked at Citadel but have been covering TMT for 9 years and think the surveyor crowd are among the smartest in TMT. Albert Satija and Alberto Mann (latter has been grabbed by BAM) have murdered it to my knowledge. Don't know him well but have sat in meetings with a smart TMT PM in Global Equities who likes to take big swings but runs somewhat smaller team and has been there a while; he's also done well.
Hasn't been said, but Vivek Mehta (Throughline // Millennium, former Ashler, Tiger Legatus, Viking) is up there with MJ as the top 2 in TMT.
BAM and P72 have a 1-2 old-timers in TMT as well. Rob Bovo DE Shaw. Exodus Point -- he's out in the UK but I think Aaron Ezgar is great.
Yup accurate
Hey! Thanks for this. Are you aware of a few more people in London apart from Aaron, who are solid and run global TMT pods (US focused)? Thanks!
both of them just got cut
furthe goes to show if your fund get mentioned on WSO that's the top tick before the collapse
Assuming not media or telecom. More focused on enterprise or consumer? Software or eCommerce? TMT is so broad as a category. Do they crush it specifically in a vertical or broadly?
how can you be the best if millennium wanted to pull all their money from your pod? nothing against KM, genuinely curious
heard it was bc they wanted him to cut guys and he said no
Never met Khalid but knew his software guy really well at Surveyor. I know he crushed it at Citadel but things went south Meridiem, are they still around? Are they completely out of the MLP umbrella now?
MLP pulling the capital was not entirely performance-based. That's to say, there were circumstances where they may have been degrossed by 25-50% but alongside some unacceptable extra requests. KM basically told them to bascially f themselves out of principle
Meridiem, and KM, are pretty much out of the game is my impression. Most people at Meridiem got other jobs, and my bet is that most with the co still on their LinkedIn are just still on the hunt
Why’d Micah Nance leave Cit?
Would guess performance wasn't sufficient to keep the hsd person team in a Texas satellite office
deldel
To the extent you consider him a pod guy (either when he was at Viking or today at Jain), Paul Enright was one of the smartest PMs I've ever met in my career. He definitely felt more like a pod PM than a single manager sector head. Ditto VM / MJ + those above as the top in TMT.
Haven't met him, but his 2 podcasts (that I know of) are some of the most insightful pieces of content on l/s investing I've listened to, highly recommended
You’re talking abt his two episodes on Capital Allocators right
In addition to those mentioned, the Kodai founder
rip
Any insights for Asia? Know there's quite a few longer tenured PMs in HK - James Lau?
Who are the really sharp TMT teams at M?
Vivek Mehta
How long ago did he leave C? I'm a bit of a hermit these days. Saw Husock at MLP so makes sense. Vivek is objectively top 0.1% in TMT
another name mentioned here just shut down
Who?
kodai
not really accurate. chose to shut down big difference than being forced to
To be totally fair, if the guys who blew up their own funds (Neville or Khalid Malik) went to go start a pod somewhere (that’s obviously not millennium since they were essentially doing just that), I’d still work for them. Senior PMs with a ton of respect that have made a lot of PnL in their careers and certainly can do it again.
And to be clear, these blowups happen when you stray from the risk model which is easy to do when it’s your name on the door and not Steve’s or Ken’s. If either of them went to Citadel or P72 or BAM, I’d say those are really good seats
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