Been in fairly regular contact with the manager of a small [$300M AUM] L/S equity fund for almost a year now. I peeked at the funds 13F before meeting him initially just to get an idea of what they invest in. Today, I did a deeper dive looking at quarter-over-quarter and year-over-year position movements. With +40% and +100% growth Q-over-Q and Y-over-Y, respectively, I'm tempted to complement the results. Keeping in mind that some of this could have come from additional investment.
Is it creepy or weird to mention that I looked at his 13F?
Initially, I feel like it is; However, it could just be viewed as a nod of recognition and interest.
Thoughts?
no need to even finish your spiel. it's not creepy, it's normal/expected
Laughed out loud at this thread because it reads like one of those dating advice threads on Reddit (especially the "creepy and weird" part). You really make it sound like looking at someone's 13F is the equivalent of Facebook stalking them for a year before asking them out on a date. Dating and working at a hedge fund are not one and the same, bro. You should look at a hedge fund manager's 13F.
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