Tiger Cub Investing

was it this

https://www8.gsb.columbia.edu/valueinvesting/sites/valueinvesting/files…

Think that's pretty interesting for anyone going into growth forsure, great find. But as expected, it's largely fairly boilerplate and doesn't really reveal anything different than I'd expect from a comparable fund such as Viking's venture group or someone like TCV

It’s a fun mysterious group of lucrative jobs for college kids to fantasize about, among other things.

1)  Stellar track record over many years 

2) LT fundamental approach with in depth DD process 

3) I would assume they have some training / way of investing given there's multiple cubs/grand cubs showing they produce the best L/S investors. 

They have large sticky capital, lean teams (AUM/head), invest in what has been the most interesting sectors (tmt/consumer), relatively low turnover, and the strategy has done fine over the decade for investors. All of that translates to high comp and relatively better job stability. There are a few other funds like that too (altimeter etc) but they get diluted because when you think of SM growth/tech funds, you think of the tiger model.

Now of course many college kids don’t give a crap about anything I’ve said above and are just gonna want to work for a tiger cub just cause ‘prestige’.

Helps with fund raising too, should one decides to strike out on their own from a seat at a Tiger Cub. In the HF land today, that's the only brand that can still convince LPs to cut you big checks. 

@pmje73

A slide from Coatue: