Semiconductor PMs
Who are the best PMs and pods in semis, thanks!
Would also be interested to know if there were any LO funds doing well in the space too
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Initials don’t help for an outsider like me, man. If I knew their initials I would know who these people were already….
He's not giving you the names, he's telling you where to look.
Can we normalize just listing them out
KK @ Woodline
Does anyone have a better 20 year record in semis than Karl Kroeker?
Most of that 20 year track record was made during a very easy market regime from 2008-2021, of zero interest rates and low volatility, where going long growth-short value (anything) would have printed.
Any dog, monkey, or slug could have been up huge during that period of time, so I would heavily discount any PM who claims to have "made bank" during that time period. Easiest market ever. My grandma was compounding DD %.
DRC and PRC are both top tier
Domaine de la Romanée-Conti is an excellent Burgundy I agree.
Sorry I was referring to the other DRC
HF AK JQ FF TR QI AD MK LP QW GF PK PR SJ are good
Steve Jozkowski
MA GA
Goated af comments lmao
Oliver Clowseoff at point72
Anita Bath at millennium
Drew P. Wiener at millennium
Yuri Nator at walleye
Lee Kee-bum at ballyasny - stud trading the Asian semis
Jacques Strappe at citadel
excellent
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