let’s hypothetically say I’m joining a 500m to 1B AUM single manager fund. Since many of these funds don’t have much info about them online and may not have relationships with a ton of salespeople, is reaching out to previous analysts after getting to get a good way to do diligence? Or are there any obvious drawbacks from this approach?
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Ask the fund manager to connect you with old analysts. If he's a good manager he'd do that. If he's a shitty one he'd be hesitant and you'd get your answer on the quality of the fund.
Reaching out to former analysts is the move
No drawbacks. If the HF manager hears about you making calls, he should actually have higher respect for you. You're doing your diligence just like you would for an investment.
Would the same logic apply to asking sellside ER Analysts to be connected to former associates? Since those teams run lean and so there’s also limited info
Dude you need to be more resourceful. What's this "ask to be connected to". It's about you having the initiative and finding them on your own.
Pull up a past research report from said analyst and look for the 2 names listed under his. It's that simple.
100%. Ask to be connected to former analysts, if they refuse is red flag
Otherwise reach out to additional ones separately since the ones they give you will be the best relationships
Thank you for your responses guys. Very helpful!
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