Any insights on Key Square (run by Scott Bessent) and Ghisallo Capital (run by Michael Germino)? Both are ex Soros (CIO and Head of Trading respectively)
1) Do you know whether the two funds have any direct relationship whatsoever? Germino was at Key Square before founding Ghisallo.
2) Any info on their strategy and size? Key Square is macro whereas Ghisallo does crossover (global L/S + pre-ipo).
3) Have they large teams? How are they structured? How is culture there?
curious as well
Got Ghisallo on a roadshow for a HK IPO company. Medical Devices. Don't know much though. They definitely look at HK/China companies and healthcare, if that helps? That was for a pre-IPO investment.
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I half read what you wrote before deleting but didn't make it in time - if you have any info that you prefer to send via DM go ahead, I'm curious about them
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