Thoughts on Lakewood
Hi - does anyone have any intel on Lakewood? SM LS fund based in NYC with approx $3bn in AUM. Seems more value oriented
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Yea. It’s a shop for people with small peepees. If you have a small peepee then you’ll fit right in. No big swinging dicks.
AUM looks like ~$1.1B on 13F no? Don't think they run $3B anymore.
I think the guy who runs it made a big name for himself in 2008. Think they did well last year (want to say up 20%?)
I’m seeing $3b on whalewhisdom in total aum, $1b of which is from 13f securities
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