What would you put as a top 10/20 fund list >$500M AUM excluding Egerton/TCI/Fundsmith/Lindsell/Baillie/Pelham/AKO? Bonus points if they are "deep dive" research funds
Looking for a seat there but see low info around it
| +19 | 3x SWE FAANG Intern -> Fundamental Analyst @ HF | 10 | 16m |
| +9 | PM is a dumbass | 5 | 5d |
| +5 | Fund 1 8%, fund 2 5%, when will fund implode? | 4 | 5h |
| +3 | Castle Hook Partners | 0 | 4d |
| +3 | Disclosed non public fund performance to a headhunter | 2 | 4d |
| +3 | Dragoneer | 1 | 13h |
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Artemis
Orbis Investments (40b AUM) preaches an ultra-contrarian deep-value approach that I always found interesting but returns have been meh for the past decade.
Underperformance could very well be due to macro reasons/growth outperforming value. But in any event thought it’s worth mentioning as these guys really stick to their mantra and has a long history.
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Long biased funds in Europe are dying and have had a horrid year so far. US offers more LO niche shops, not come across many in Europe.
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