New funds that are killing it?

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Hey all!

 

I just saw a thread https://www.wallstreetoasis.com/forums/anyone-hea…. I was wondering do any of the hyped new launches ever live up to the hype.? I remember there was one a while back who had the backing of Steve Cohen and Dan Loeb and have heard nothing since. The same with Keysquare Capital and other Soros family office alumni. Aside from Melvin Capital, is any new fund killing it?

 

Edit: Rokos, Kirkoswald, Whale Rock, D1, the family office of David Bonderman. Are all funds that are killing it.

 

 

 

Comments (22)

 
Aug 27, 2020 - 2:05pm

Whale Rock invests like a high growth tech ETF, but their performance has been stellar over the last 3 or so years. Would recommend reading this if you're interested in learning a bit more about their investing style: https://medium.com/graham-and-doddsville/alex-sacerdote-of-whale-rock-capital-ee46fcbfd8eb

 
Aug 29, 2020 - 11:25pm

Along that line, I would highlight Atreides Management, not sure about their performance, but similar pre S-curve investing style (disruptive nascent businesses with secular tailwind is their bread and butter)

PM is Gavin Baker, look him up, he does a lot of interviews / podcasts, guy is a freak of nature smart and well-read. Both Alex Sacerdote (Whalerock) and Gavin Baker (Atreides) at one point ran the Fidelity OTC fund, which is right now ~$17bn AUM. 

 
Aug 24, 2020 - 11:10am

FYI: Almost everyone at a fund shop has really strict rules about talking about products on social media.  Even anonymously or if they belong to a different shop.  Don't expect any comments from anybody who knows anything.

I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
 
  • Analyst 3+ in HF - EquityHedge
Aug 30, 2020 - 6:14am

what about quant shops?

Has Aquatic started trading yet?

Voleon (not that new)?

 

 
  • Analyst 3+ in HF - Other
Aug 30, 2020 - 12:36pm
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