Best "Under the Radar" Funds
Curious of funds folks follow / respect that aren't the traditional (i.e. Pershing, Tiger, etc.) names. Either L/S or distressed, either works. A handful I would throw out:
1. Abdiel Capital (gained prominence but ran low-key for a long time)
2. AltaRock (these guys have $2B in six positions, not sure how they sleep at night)
3. Spruce House (again, wildly concentrated, with two biggest positions being CVNA and W....must have been a wild year)
4. Conifer Management (this is Greg Alexander's private partnership under RCG)
5. Cat Rock Capital (gaining prominence, hiring right now and someone posted recently)
6. Nut Tree Capital (crusher in stressed / distressed space, launched with $100M and now managing $1B+)
7. Mudrick Capital (cool mandate, do mostly credit and some equities, have done well but strange amount of analyst turnover)
I read letters of Upslope Capital and Blue Hawk Investment Group, they are very legit.
Heard about Tidefall Capital this summer, two guys in Toronto that have been killing it this year. Don't know AUM.
Hollis Park Partners got about $5b+ AUM
They do a ton in the agency mortgage space but have a fair amount in traditional structured credit investments. Had a rough 2018 betting going short CMBX but have had a couple good years since
Alta Fox capital and hayden capital
In the distressed world I wouldn’t classify Mudrick and Nut Tree as under the radar.
Fair - any others you would add on credit side?
thought they were primarily non-agency, across the scope. Can you pm where you saw that?
My vote goes to Alta Fox capital. laka mentioned this fund previously and they are definitely "under the radar" for the most part.
He's done well, and some of his picks have been stellar. RMBL was a stinker though, and always thought it was strange he basically retracted all of his research....
Loved the EVO pick though.
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