every few months this guy comes up lol. not sure what exactly you want to know but he's an ex Viking global portfolio manager who started his own fund that at least from its 13f is heavily concentrated in the TMT sector. There was a business insider article written about him if you want to know more.
He is an example of that one in a hundred million outcome that every early career person gunning for a buyside position aspires for. He is also one of the few that is publicized just enough that it got brought up here so it gets mentioned every now and again.
He is an example of that one in a hundred million outcome that every early career person gunning for a buyside position aspires for. He is also one of the few that is publicized just enough that it got brought up here so it gets mentioned every now and again.
Pretty much. There is nothing particularly notable about him except there was a post on here that he made $30M one year at Viking and ever since I saw that post he gets brought up like once a week im various threads including this one, which is explicitly asking about him for no reason (Prob roots back to the $30M lol)
I don't know the guy, but Grant clearly comes from a background that is different than most people. His sister is an actress who is dating Pete Davidson and his aunt is one of the most commercially successful fashion designers of our times (supposedly worth $600mm). Per his aunt's wiki page, Grant's mom's side of the family comes from an extremely prominent family lineage. I don't know anything, but something tells me that there is more to the story than: "Superstar kid starts large HF because he did well at Viking for a few years."
Remember reading an article a while back about Wonders being a whiz kid even over at Blackstone. Seems like a good combination of family, wealth, and brains to make him a superstar.
The guy is from the upper middle class suburbs of Detroit - you all need to stop justifying every successful person as simply being a product of an aristocratic social background
This guy owns basically mega-cap tech and calls it a hedge fund
It's a glorified LO mixed with an unreal pedigree which afforded him $3bn in capital. Don't know what is so special about owning GOOGL, META, and NFLX as it pertains to generating risk-adj returns
META GOOG and NFLX has had insane risk adjusted returns in the last 12 months - better than any special sits spinoff that is cheap on a fake EBITDA number
"If you don't have any enemies in life you have never stood up for anything" - Winston Churchill |
"It's a testament to the sheer belligerence of the profession that people would rather argue about the 'risk-adjusted returns' of using inferior tooth cleaning methods." - kellycriterion
Every time I see one of these "Anyone know why is so amazing?" threads, I assume the thread was anonymously started by that person himself to hype his brand.
2) what does a stock pitch at the interview look like? Can you legitimately pitch a large cap stock (similar to something in their portfolio) on a 2 IRR basis? What is your great fundamental conviction (the majority of stuff you have if not on the job and talking to insiders + trade shows + etc. all day, feels somewhat consensusy, and mostly making a semi-VC like call on the end state of the world based on qualitative factors with a few hard data points that justifies these views? + some multiple expansion on inflection points?)
I think I understand the basics from this camp just ok: Fundamentals expectations valuation; inflection points in growth and TAM ; misunderstood durability ; laffont and his key drivers ; mandel, robertson, ainslie, etc. BUT, I feel like justifying a buy today on any of these stocks for a portfolio is more or less making a factor + style bet over a lot of the variant perception arguments that most HF folks like to suggest is their key process.
Please lets not argue market neutral vs. beta bois or whatever - just genuinely trying to understand 1) how these funds view their own product today and what they believe their competitive strength and right to exist is and 2) how does one pitch investments for jobs at places like these? Seems like it'd be insane to pitch META or TSM at an interview with them.
I'm sure this fund has done fairly well, but I am genuinely curious how they think about their own investment process. Like they own META - was that more about factor/style + cost cutting and directionality? Was it more about detailed model with intra-q checks on directionality of ad spending and linking multiple qs upwards? Was it more about a deeper view on META's product quality? All of the above?
I think you’re right. Instead of just owning QQQ they do deep dive fundamental research identifying market mispricing with variant views that result in them owning QQQ.
There is no secret sauce if thats what you're trying to figure out. Their competitive advantage and right to exist is underpinned by the fact they all worked for julian Robertson or worked for someone that worked for Robertson. LPs are suckers for brand and pedigree over anything and if my pet snail could last at viking for more than 4 years I believe it'd have no trouble raising a billion dollar fund either
Does anyone know anyone else with this type of pedigree? When I scourge LinkedIn, i can probs find 5 people tops who have a resume like this. Feel like if you have this, you are guaranteed to have a billion dollar raise if you want to
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every few months this guy comes up lol. not sure what exactly you want to know but he's an ex Viking global portfolio manager who started his own fund that at least from its 13f is heavily concentrated in the TMT sector. There was a business insider article written about him if you want to know more.
He is an example of that one in a hundred million outcome that every early career person gunning for a buyside position aspires for. He is also one of the few that is publicized just enough that it got brought up here so it gets mentioned every now and again.
Pretty much. There is nothing particularly notable about him except there was a post on here that he made $30M one year at Viking and ever since I saw that post he gets brought up like once a week im various threads including this one, which is explicitly asking about him for no reason (Prob roots back to the $30M lol)
You mean the WONDER(s) kid?
he's everyone's goal. get lucky, get paid.
guy happened to benefit from the system but is otherwise a joke. knows 6 stocks and owns them all apparently.
Bruh… trash take
I’m jealous too but disagree.
Now if you said that about the Skye Global guy…you’d probably be right.
I'd love to be proven wrong. What do you think he excels at?
100%.
Grant ran family $ in PA with incredible returns even back in college.
I don't know the guy, but Grant clearly comes from a background that is different than most people. His sister is an actress who is dating Pete Davidson and his aunt is one of the most commercially successful fashion designers of our times (supposedly worth $600mm). Per his aunt's wiki page, Grant's mom's side of the family comes from an extremely prominent family lineage. I don't know anything, but something tells me that there is more to the story than: "Superstar kid starts large HF because he did well at Viking for a few years."
Remember reading an article a while back about Wonders being a whiz kid even over at Blackstone. Seems like a good combination of family, wealth, and brains to make him a superstar.
Damn thats crazy. Sisters @?
Chase Sui
Ah knew family $. Didn’t know the extent
The guy is from the upper middle class suburbs of Detroit - you all need to stop justifying every successful person as simply being a product of an aristocratic social background
Kind of weird to bump an 8 month old thread just to say that though
You're delusional. He went to Andover and his mom's side of the family is absolutely loaded. Don't try and deny things that you know nothing about.
This guy owns basically mega-cap tech and calls it a hedge fund
It's a glorified LO mixed with an unreal pedigree which afforded him $3bn in capital. Don't know what is so special about owning GOOGL, META, and NFLX as it pertains to generating risk-adj returns
META GOOG and NFLX has had insane risk adjusted returns in the last 12 months - better than any special sits spinoff that is cheap on a fake EBITDA number
Haters hate simplicity
"Risk-adjusted" =/ factor-adjusted
You are better off paying a fraction of the management fee and owning the Q's, seriously
Every time I see one of these "Anyone know why is so amazing?" threads, I assume the thread was anonymously started by that person himself to hype his brand.
Can anyone actually provide some interesting info like Voyager’s performance last year
Look up "QQQ" on yahoo finance
Genuine two part question 1) what does the pitch look like for these funds to LPs? Is it just like old-school tiger cubs "we pick good growth stocks because our due diligence and thought process is really good?"
2) what does a stock pitch at the interview look like? Can you legitimately pitch a large cap stock (similar to something in their portfolio) on a 2 IRR basis? What is your great fundamental conviction (the majority of stuff you have if not on the job and talking to insiders + trade shows + etc. all day, feels somewhat consensusy, and mostly making a semi-VC like call on the end state of the world based on qualitative factors with a few hard data points that justifies these views? + some multiple expansion on inflection points?)
I think I understand the basics from this camp just ok: Fundamentals expectations valuation; inflection points in growth and TAM ; misunderstood durability ; laffont and his key drivers ; mandel, robertson, ainslie, etc. BUT, I feel like justifying a buy today on any of these stocks for a portfolio is more or less making a factor + style bet over a lot of the variant perception arguments that most HF folks like to suggest is their key process.
Please lets not argue market neutral vs. beta bois or whatever - just genuinely trying to understand 1) how these funds view their own product today and what they believe their competitive strength and right to exist is and 2) how does one pitch investments for jobs at places like these? Seems like it'd be insane to pitch META or TSM at an interview with them.
I'm sure this fund has done fairly well, but I am genuinely curious how they think about their own investment process. Like they own META - was that more about factor/style + cost cutting and directionality? Was it more about detailed model with intra-q checks on directionality of ad spending and linking multiple qs upwards? Was it more about a deeper view on META's product quality? All of the above?
I think you’re right. Instead of just owning QQQ they do deep dive fundamental research identifying market mispricing with variant views that result in them owning QQQ.
The pitch is "I was a PM at Viking Global."
There is no secret sauce if thats what you're trying to figure out. Their competitive advantage and right to exist is underpinned by the fact they all worked for julian Robertson or worked for someone that worked for Robertson. LPs are suckers for brand and pedigree over anything and if my pet snail could last at viking for more than 4 years I believe it'd have no trouble raising a billion dollar fund either
not exactly right. there have been some viking spinouts that couldn't raise jack (e.g. masterton)
Looks like AUM has grown to $3bn. Good for him.
Does anyone know anyone else with this type of pedigree? When I scourge LinkedIn, i can probs find 5 people tops who have a resume like this. Feel like if you have this, you are guaranteed to have a billion dollar raise if you want to
Harvard/Wharton>Goldman/Evercore/PJT RSSG>APO/KKR/BX>> Viking/Tiger
Tiger has a ton of these backgrounds
Sit eum ad in eius quis officia rerum. Voluptatem in enim similique incidunt eum nihil voluptatem.
Fuga quas sint aut nam. Ut temporibus autem omnis. Sint provident veniam provident magni eum ipsam distinctio et. Officia rem nobis mollitia ut soluta. Et maxime consequatur nulla beatae explicabo laudantium doloremque expedita. Quam numquam reprehenderit ut ab.
Provident minus quas quis dolorum atque. Possimus enim voluptas temporibus molestiae sint ad quia impedit. Qui ea dolores aut expedita ut. In exercitationem porro aliquid ullam doloribus consequatur.
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