Tiger Cub Investing

Hey guys,

Does anyone know good books, podcasts, videos and twitter accounts of Tiger Cub/Grandcub investors? Would love to learn more about how they think and invest.

The below is what I've found:

Book: Julian Robertson Tiger in Land of Bulls and Bears

Podcasts: Invest like the Best (Paul Enright, Stephen Mandel)

Twitter: Phillip Laffont, Paul Enright 

Video: Daniel Sundheim at Sohn (+ his OCA write up at VIC)

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Comments (22)

  • Intern in IB - Gen
Sep 7, 2021 - 11:15am

I know someone posted the maverick info earlier which was v interesting

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Sep 9, 2021 - 1:44am

Think that's pretty interesting for anyone going into growth forsure, great find. But as expected, it's largely fairly boilerplate and doesn't really reveal anything different than I'd expect from a comparable fund such as Viking's venture group or someone like TCV

  • Intern in IB - Gen
Sep 7, 2021 - 8:10pm

It's a fun mysterious group of lucrative jobs for college kids to fantasize about, among other things.

  • Analyst 1 in IB - Cov
Sep 7, 2021 - 9:25pm

1)  Stellar track record over many years 

2) LT fundamental approach with in depth DD process 

3) I would assume they have some training / way of investing given there's multiple cubs/grand cubs showing they produce the best L/S investors. 

  • Associate 1 in IB-M&A
Sep 7, 2021 - 9:34pm

They have large sticky capital, lean teams (AUM/head), invest in what has been the most interesting sectors (tmt/consumer), relatively low turnover, and the strategy has done fine over the decade for investors. All of that translates to high comp and relatively better job stability. There are a few other funds like that too (altimeter etc) but they get diluted because when you think of SM growth/tech funds, you think of the tiger model.

Now of course many college kids don't give a crap about anything I've said above and are just gonna want to work for a tiger cub just cause 'prestige'.

Sep 7, 2021 - 10:44pm

Helps with fund raising too, should one decides to strike out on their own from a seat at a Tiger Cub. In the HF land today, that's the only brand that can still convince LPs to cut you big checks. 

Instagram: @dickthesellsider | Substack: dicktoad.substack.com

  • Analyst 1 in IB - Cov
Sep 9, 2021 - 4:35am

Also does anyone have any info on their investing style? The below is what I've gathered

- investing behind secular growth 

- usually GARP but some tolerate higher / more growthy companies 

- LT and in depth DD process 

- Long tech/secular winners short retail / losers

It feels like lot of Tiger Cubs are growth style just wanted to know how they differ from other SMs like Aravt, Altimeter etc

Sep 9, 2021 - 11:29am

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Instagram: @dickthesellsider | Substack: dicktoad.substack.com

Sep 9, 2021 - 11:30am

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Instagram: @dickthesellsider | Substack: dicktoad.substack.com

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