Future for Staying in Long / Short Investing?

Hi everyone, I would like to know your input on the future of L/S Investing for particularly Tiger Cubs.

I am highly interested in hoping to join one in the future but I have a vanilla business major background. While I don't think that would stop me from entering the industry in the next 2 years, I was curious if getting a quantitative major be necessary in order to maintain a career/future at one of these firms since I am aware that some Tiger Cubs have been getting more quantitative these past several years. 

I am aware that the future of L/S has been posted about multiple times, but I am more interested in specifically Tiger Cubs.

12 Comments
 

Aren't the Tiger cub funds moving more towards a quantitative approach to try and get an edge. One could say that quant skills will be helpful to recruit for future l/s equity opportunities 

Finance
 

kigssec

Aren't the Tiger cub funds moving more towards a quantitative approach to try and get an edge. One could say that quant skills will be helpful to recruit for future l/s equity opportunities 

Not in a way that matters. They might hire a full time data analyst, but a typical analyst will not be coding in R. That data analyst will show data to the typical analyst, who uses it to inform their estimates. But there is no blurring of the roles here. 

 
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I wish someone had told me this when I was at your stage in life, and i dont really know why I'm bothering to share this but I'm procrastinating on work.

Don't set "Tiger Cub" as your goal and then back solve for "who do I need to become in order to get in". Either way, the base rate for you succeeding is low enough that you'd be better served by figuring out who you are and what you like doing. There are many ways to make gobs of money that don't run through a Tiger Cub. Don't narrow your sights too early on.

 

^This. Would give multiple bananas if I could

OP - a better question to start with would be am I interested in investing? Why? Then: am I interested in equity investing? Why? Then: am I interested in L/S equity investing? Why? Then: what kind of investing style do I like? Why?

and every answer to those questions should be treated as a hypothesis and proved or disproved with real world experience


if the original hypothesis of a Tiger Cub being the right place for you is correct, then by that point you’ll already have fully baked pitches and being able to get in will be a lot easier

 

Quant will never be incorporated into fundamental. Those funds are fundamental investors and just because they have quants that work at the firm who coming up with signals for the fundamental guys to use, does not mean that the fundamental guys need to know anything about quant strategies. Same applies to almost all fundamental investing roles.

If you look at Tiger Global literally every person on the investment team was at BX/Apollo/Silverlake and half went to wharton. If you wanna get to one of those places, path is pretty clear and doesnt involve quant.

 

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