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August 31, 2026
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Curious as well
Are they still around? Everyone I know (and many I didn’t know) left.
yep they r . assuming their reputation isn’t that good then?
they were decent back in 2016, but performance has suffered a lot since then AFAIK
Stan was epic. Anyone who learned from him was great. Not sure the follow through has been as good for ZS and others.
if you’re basing their Aum based on 13f, which shows 5.6, that’s def wrong (post leverage vs equity).
So you're saying true investor committed capital is lower, and $5.6 is the gross (levered up) value?
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