Top under the radar hedge funds
I hear quite frequently that some of the best performing hedge funds are those that fly under the radar and are relatively unknown to the general public. I was wondering if anyone knew any of these such funds? I am sure it would be of use to the community to have a better idea of the HF space and widen our view beyond that of the typical Citadels of the world.
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My friend, Melvin is not under the radar. Everyone knows they're the best in fundamental right now
Melvin doesn’t follow the multimanager strategy at all even tho it came out of P72 right? not market neutral or even close
Thanks for letting me know
Do you have any names you would not mind contributing?
Melvin is a decent fund with with a very good performance but here are few names that are a bit better: Abdiel Capital, Strategy Capital, Whale Rock Capital, Boxer Capital, Archon Capital, Triple Fond Capital, Hunt Late Capital. Many more names you can find here: www.edgr.io.
Hey uh I know I said "this aged well" on another thread but
This aged well
Obviously this is a joke, Melvin was doing good and can in the future and like the below poster says everyone has their big mess-ups. For example at my fund we shorted clean energy stocks for a few months because we thought that people would pile on to cheap oil stocks (this was in April and May). The market, especially this market, can tear you apart if you're not careful.
This aged well...
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What the heck? D1 under the radar? Muddy Waters an activist? Where to begin
This is what happens when this forum is filled with fking college students (Hell, i hope not high school ones...) Look at the top two comments here.... 16 yo read a few Bloomberg articles and think they are experts on HF space.... What a joke
What about the macro side?
massar, haidar, krikoswald
Tosafund is a UK-based one that hasn't been doing badly over the years. Worth looking into.
That one's definitely more under the radar than Toscafund.
Kensico
Are these guys still around? Lots of departures recently
l/s: woodline macro: kirkoswald
I’ve heard of a decent shop up in Boston. Has been lagging on the returns side lately but lowkey people “in the know” think it’s good, I think it’s called - and I hope I’m spelling this correctly - Baupost?
real talk I feel like the minute a fund thats >$100mm starts posting 1-2 years of stellar returns, it’s never under the radar again. Not least of which if it’s really under the radar then they’re private about their returns and activities so the number of people that know of said firms legitness are very low and likely not on WSO. Gates Capital Management is one that’s pretty legit but the only reason I can say that is I’ve seen their private returns and cagr since inception.
Skye Global Management - Jamie Sterne is absolutely crushing it.
true that. have a buddy that works there but then again, what L/S tech fund hasn’t been crushing it. their big winners are some of the obvious tech candidates. still impressive though. have to put your money where your mouth is
What’s the benchmark for Tech L/S equity funds? Would also be keen to know what kind of vol/diversification they have. Because if its just to buy some of the FAANGS+ other tech stocks anyone can do that and not sure its worth paying 2/20.
what was his background like to get to Skye? can't find much info online about it
Curious if you know— these guys have like 4 IPs and are running >1bn per IP. If he’s one of the only analysts and they’ve been demolishing it/growing like crazy, what do you think analyst comp is ballpark in one of their 40%+ years?
Any baboon or monkey or clown can make money by putting billions into tech stocks. Doesn't take a genius to figure it out.
Had the chance to speak to Jamie in person and was blown away by how much he knew. Definitely a very smart guy
Just curious, what was the context in which you spoke with him?
l
Cat Rock Capital - ex Tiger Global, absolutely crushing it lately.
So you jinxed Captain
Was wondering if anyone know of any Quant funds (either fully systematic or using a quantamental approach) who is performing particularly well? (Pls nobody reference Jim Simons lol)
But....he’s the king? I think all the big quant funds are doing really well. your 2 sigmas, DE Shaw’s. I have zero clue how they make money but damn do they make it
2sig and shaw have not been doing well.
Plus plus Capital Management has a very strong uncorrelated performance since inception in that area, If interested in Quant strategies you should take a look at their job.
Idk how under the radar they are but TGS are rumored to be up there with Rentech
Acacia Partners (Greg Alexander)
This is the only right answer in the entire thread.
Hahaha Acacia is not under the radar. Greg is well known as one of the only investors Buffet would give money to and he’s been around for a very long time..
it's great that you know of him / ruane but he absolutely is under the radar. If he isn't under the radar then no one can possibly be defined as "under the radar".
Alua Capital sounds like one to watch, though front page news on HF Alert so not really under any radars anymore. $2bn launch by former Viking and Lone Pine guys.
ExodusPoint Capital Management.
If you're written up in the FT, Bloomberg, Reuters, etc as the largest hedge fund launch in history, pretty sure that means you're very much on the radar.
Kora was founded by ex-bridger guy, l/s on EM tech. Word is these guys have been crushing it in the last couple years but never saw any mention on them outside specific circles.
Any info? Returns?
abdiel
Farallon Capital Management
the founder was just a candidate in the most anticipated election in modern US history.
Following
Citadel, Point72, millennium are good places to check out - some more obscure names
Barry Wood Large Cap
Macro: Maniyar
Some good SMs with longer term bias from other threads seem to be Sansome and Tensile
anyone know anything about Woodson Capital Management. It seems like they've had a phenomenal year and are up big after their big bet on Peloton...also a tiger cub..never heard of them until this year
I know them. Jim is v smart. Kind of an ass, but a tolerable/funny ass that most people like.
how would i be able to get in contact with the firm...they are a super under the radar and have no publicly listed website / email address but would nevertheless love to learn more about them and their thought process.
Glazer cap
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Errrrr. They’re down >20% this yr
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Bracebridge Capital
boston culture is blah
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