Just saw on LinkedIn that Throughline has 1 SPM, 8PMs, and 11 analysts. I assume each PM has a 500m carve, center brook is probably 2bn, that gives me rough estimate of 6bn in GMV or am I way off?
| +21 | 3x SWE FAANG Intern -> Fundamental Analyst @ HF | 11 | 5h |
| +9 | PM is a dumbass | 5 | 5d |
| +5 | Fund 1 8%, fund 2 5%, when will fund implode? | 4 | 12h |
| +3 | Castle Hook Partners | 0 | 5d |
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| +3 | Dragoneer | 1 | 20h |
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10B?
how much more? I thought Passaic was the biggest at ~$6B
Will be >10bn
Goal is to run 20 across 20 PMs TMT consumer etc
Believe the structure is - $1bn per sub-PM. No centerbook. 3 PMs per sub-sector. The two SPMs give guidance on the sub-PMs' books, hence the name throughline.
Any info on how it’s going there?
Crowding risk with 20 PMs all running tmt/ consumer forced into L/S pairing model
They have like 3-4 pms trading software I think seems really crowded in a sector that is a dumpster fire until AI narrative gets washed out
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