Market-Neutral LS Equity in CY22: Which Tech / Software / Internet / FinTech (and similar) books have done well in 2022, and how?
Seems 2022 has been a good year for LS books focused on certain industries (one obvious example being Energy). Also, many of the large shops (think Citadel, MLP, Balyasny, Point72, etc.) have posted overall good-to-impressive 2022 returns, even when just looking at their Equities businesses in isolation.
However, I'm struggling to find examples of Tech / Software / Internet / FinTech (and similar) funds and books that have done well last year. Finding ones that have blown up instead is much easier. Hiring seems strong, though, given those seats need to be filled again.
Who did well last year, and what did they do differently from the rest?
The only way you could have done well in tech this year was by shorting everything, so definitely not a market-neutral strategy
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