Yup confirmed by spec sales. Said their read on the situation was that performance wasn’t good. Tough times running market neutral in healthcare always, wonder how bad the numbers really were
Yup confirmed by spec sales. Said their read on the situation was that performance wasn’t good. Tough times running market neutral in healthcare always, wonder how bad the numbers really were
Is Integral like the last standing scaled HC market neutral fund?
Catalio and Parkman I’m not sure are fully mkt neutral but should be close to it. Definitely a dying breed, most PMs are just joining pods or doing SMA spinouts (like Silverstein). You need the infra to do market neutral well so gotta suck it up with risk limits too I guess
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Where’d you hear that they shut down? I can ask healthcare spec sales for some color but not if this is a random rumor
It's a fact
Yup confirmed by spec sales. Said their read on the situation was that performance wasn’t good. Tough times running market neutral in healthcare always, wonder how bad the numbers really were
Is Integral like the last standing scaled HC market neutral fund?
Catalio and Parkman I’m not sure are fully mkt neutral but should be close to it. Definitely a dying breed, most PMs are just joining pods or doing SMA spinouts (like Silverstein). You need the infra to do market neutral well so gotta suck it up with risk limits too I guess
Weren't they supposed to be one of the best medtech investors?
ISRG and BSX are their biggest medtech positions so maybe not
ATEC and ABT too. Oh man
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