After having recently read about large HF positions in the news (TCI's $6B stake in GOOG, Elliott's $3B stake in Softbank, Elliott's $2B stake in PYPL, Third Point's $1B stake in DIS, TGM's $2B stake in JD), curious what others think the greatest large investments are. In addition, any best practices in managing such a large position? Any insights would be appreciated.
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Large position success stories or beta success stories?
There will naturally be an element of beta when deploying that much capital. Did those trades outperform the index over that time period? If so, then by definition they’ve extracted alpha.
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