Title pretty much says it all. Anyone here have any high level idea on grant wonders' new fund, voyager global? Heard they've raised more than a billion and could see substantial upside in joining a fund like that early on. So would love to know
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He was looking to replicate his portfolio from Viking, so small team focused on longer term investments based on secular trends. Believe it was going to be a fairly concentrated portfolio and mostly (if not exclusively) TMT
I did some digging up on him and learned that he's treated as a legend at viking. A bloomberg article said that he's known as the analyst who made the biggest profits for the firm in it's entire history of trading.
I think he long TSLA before the massive squeeze, that being why
Well name is a reference to 1977 Voyager missions if that means anything to you
Doesn’t feel like a good time to be launching a tiger style tmt fund.
this is blindingly obvious to everyone now
so prob means its one of the best times
I should work your logic into a pitch to my PM next time.
Have they hired any analysts?
yes
Just that 1 guy or more?
Bump
Anyone know who the headhunter for his firm is?
There is none. It’s just him and one guy for investments and then very light back office. I imagine even if he wanted to hire it would be a work connection in some way.
Anyone know how they're performing this year?
+50% because he’s a god. Has anyone mentioned he made a truck load of money back at Viking?
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