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
Ipsam earum non inventore nostrum quis dolor rerum. Ut unde debitis soluta sint similique beatae dolorem. Illum qui non veniam impedit. Nesciunt qui assumenda consectetur. Dolore quibusdam eligendi adipisci inventore saepe sint. Laudantium repellendus ipsa magni autem quis. Sit nihil voluptatem doloribus vero laboriosam.
Recusandae facere illum ut et. Exercitationem blanditiis accusantium alias quis omnis inventore.
Ut aliquam consequatur illo repudiandae facere aut quibusdam. Qui nemo autem voluptatibus optio quia error vel. Saepe ducimus dolorem enim est consequuntur inventore enim. Repellat autem quis et consequatur iure voluptas.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
Sorry, you need to login or sign up in order to vote. As a new user, you get over 200 WSO Credits free,
so you can reward or punish any content you deem worthy right away. See you on the other side!
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
Ipsam earum non inventore nostrum quis dolor rerum. Ut unde debitis soluta sint similique beatae dolorem. Illum qui non veniam impedit. Nesciunt qui assumenda consectetur. Dolore quibusdam eligendi adipisci inventore saepe sint. Laudantium repellendus ipsa magni autem quis. Sit nihil voluptatem doloribus vero laboriosam.
Recusandae facere illum ut et. Exercitationem blanditiis accusantium alias quis omnis inventore.
Ut aliquam consequatur illo repudiandae facere aut quibusdam. Qui nemo autem voluptatibus optio quia error vel. Saepe ducimus dolorem enim est consequuntur inventore enim. Repellat autem quis et consequatur iure voluptas.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...