I’m sure most caught the headlines on Bloomberg. Not an easy environment for macro, especially if risk management doesn’t have the tolerance for some of these swings in directional. Seems like everyone’s after RV right now but that’s a crowded play, going to be tough for smaller players to compete.
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Prime example of two casualties of the multimanager platform asset boom - don't know of any good PM who has went to either in the past couple years
Not Brevan? Feel like I spoke to a few quality guys there. In your view where do strongest PMs sit other than the top MMs.
Also interested here - I also knew decent PMs at Brevan, but seems they overhired and had to let go a ton, some who had barely been there a year. Don't know much about Walleye though. It looks like they've been able to pull a few decent PM from good places (Citadel etc)? How are they seen in the systematic/quantamental space?
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