Eminence Capital – know anything about them?
Was looking for info about Eminence Capital. Comp, culture, reputation, etc. Couldn't find much already on here. Any insight is appreciated, thanks!
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The big dawg is Ricky Sandler. L/S and long only. Pretty sizeable AUM ($8bn combined). What they try to do is to develop a variant view on a single key driver of a name they look at.
Wdym by key driver; like a natural resource or some undervalued proprietary asset?
Sure, that could be one edge. Or just a variant view on price, quantity, cost, upcoming overcapacity, etc.
Have they done activist stuff in the past? For some reason I think they may have. Sounds like a good place from what little I know about it and Ricky Sandler
Not sure why but seem to think that returns there have been pretty mediocre
they develop a variant view and end up in the exact same positions as every other hedge fund. funny how that works :)
I am doing just fine holding FANGs, why work so hard
no i'd rather work harder and underperform but feel very unique
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