MM/SM debates aside, which of the ex. Citadel/MLP funds (Jain, Freestone, Kodai, Woodline, Holocene, among others) do you see having the most potential in the future? What do they bring most to the table relative to the big 4 today? (Better technology/culture/nimbleness, offset by lower scale)? How do you think they differentiate either for LPs or for new employees
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Woodline and Holocene are in a league of their own
why?
They just are
Aren’t they SMs?
It’s borderline because they run like a podshop but still have a CIO. Candlestick is another example with Jack Woodruff.
nope...brandon has guys running sector books under him and he has centerbook sizing up best ideas...when he launched brandon described it to me as something between pod-shop and single-PM fund...to me just sounds like pod-shop with 1 pm per sector. i don't know any of his pm's, just know BH...great guy...hell-of-a run so far...crushing it.
mike / karl have a similar structure at woodline...but wouldn't say it's as tight/scaled as holocene...yet...they will get there...know them but not as close with those 2 as BH...smart guys but would think hard bosses.
i think nev is a great human and incredible pm...but need to catch up with him...how big is kodai nowadays?
let's see with jain and freestone...todd and ravi are great guys...i've never met bobby. have known paul for years, he'll be a great resource for folks there.
someone below mentioned cinctive...i don't like rich schimel and their pms seem mediocre...will leave it at that.
Bump also any insight on Cinctive Capital in general?
Please cinctive sucks this has to be like a tier 4-5 platform right? At least what my HF friends tell me
Damn really I didn’t know that. I thought they were growing quite a bit according to WhaleWisdom. Do you have more insight?
I don’t work at a HF but have heard great things about Holocene
Woodline strong returns every single year since launch... not a single quarter of of unprofitability.. that's nuts
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