Don’t hear as much about either now.
What’s the setup (sm vs mm, drawdowns, relative attractiveness vs big4mm)?
Are they similar to Marshall wace (multiple PMs but can have tilts and some collaboration)?
| +20 | Future of L/S | 5 | 1d |
| +17 | Latest blow up / wind down | 25 | 1d |
| +12 | Looking for Fund to Partner With - LMM Activist | 3 | 3d |
| +11 | Nuvei is paying $7.40 a share in cash for Payoneer, US$2.75B equity. How do you read a premium that is still below the debut valuation? | 4 | 2h |
| +10 | SM L/S Compensation? | 2 | 6h |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 13h |
| +9 | Moving from credit to equity? | 3 | 3d |
| +6 | How to prep for credit HF? | 4 | 9h |
| +5 | James Fishback | 3 | 3h |
| +3 | Chefs at Pod Shops | 2 | 2d |
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