Have seen threads for tmt / industrials but never financials. Who are the best investors in the sector these days? Interested in everyone's thoughts.
| +21 | 3x SWE FAANG Intern -> Fundamental Analyst @ HF | 11 | 5h |
| +9 | PM is a dumbass | 5 | 5d |
| +5 | Fund 1 8%, fund 2 5%, when will fund implode? | 4 | 12h |
| +3 | Castle Hook Partners | 0 | 5d |
| +3 | Disclosed non public fund performance to a headhunter | 2 | 4d |
| +3 | Dragoneer | 1 | 20h |
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Based on the most helpful WSO content, there isn't a specific mention of the "best" MM or SM financials investors in the provided context. However, the discussions often highlight the differences in investment styles and strategies between single-manager (SM) and multi-manager (MM) platforms, which could influence how financials specialists operate.
For example: - MM Platforms: Analysts and PMs at MMs are often praised for their deep knowledge of specific stocks and exceptional information flow. The short-term, catalyst-driven approach at MMs might suit financials specialists who thrive on quarterly earnings and market-moving events. - SM Platforms: SMs, with their longer-term investment horizons, might attract financials investors who prefer a more fundamental, value-driven approach.
If you're looking for specific names, you might need to explore more targeted threads or discussions on WSO or other forums focusing on financials sector specialists. Let me know if you'd like guidance on where to look!
Sources: Questions about Single Manager vs Multi Manager HFs, Single vs. multi-managers, MultiManager PM (Millenium, Balyasny, Schonfeld) minimum requirements, Performance of the best PM’s at MM’s?, Anyone happy at a multi-manager?
Bump
Purcell v good at financials. Not sure what Alua is doing these days but hes a legend
Agree
"Intern in IB-M&A: Agree"
mike mayo
Bayesian bets
How do we know BB is covering financials? Been wondering for a long time what this legend’s background is in, scraped all his comments on his WSO profile but nothing
Tom Purcell
didnt he just close his shop
It’s a humbling business
.
Was the GOAT. But no longer
Nick Adams at Welly is goated
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