1/ OUT NOW @opmpod med @PeterLakeSounds CIO for Marlowe Partners om hvordan firmaets konsentrerte strategi former deres tilnærming til kapitalinnhenting. Han er eks-Soros og legender som Myron Scholes sitter i Marlowes styre, så han har møtt mange forskjellige typer allokatorer ... 🧵👇

3/ -Hvorfor hele firmaet hans er strukturert for lang levetid for å matche investeringsstrategien -Hvordan ikke-standardiserte strukturer, selv om de er "bedre" for allokatorer, faktisk skaper hodepine -Nye aksjeklasser for individuelle investorer -Og deres unike tilnærming til å bruke AI til forskning

«Det hele er en svindeljobb» – Trumps vindmølle-rant på EU-presse

JOBS AT START-UP HEDGE FUNDS: Prior to starting my own fund, I worked at 3 start-up funds. 1 was good but didn’t scale, 1 was bad and shut down, and 1 was amazing and made my career. I'd define a start-up fund as one with either less than 1-2yrs in business or less than 100m in aum (regardless of age). While sometimes risky or destined to fail, they can also be unusually exciting and lucrative. A 🧵: Most hedge funds fail or close eventually, regardless of whether or not they are start-ups. I think the goal of any analyst is to find a good fund to work for run by a talented, passionate, and ethical PM. If you can find one you believe in, I think you should generally join them regardless of their size. If you aren't working for one, you should try to find one ASAP.

HEDGEFOND GP ØKONOMI Den viktigste faktoren for fastlegeøkonomi over tid er prestasjoner. En fastlege bør komponere teamet sitt og bygge firmaet sitt mot å maksimere investeringsytelsen, ikke maksimere andelen. En HF er et "ikke-nullsum"-spill. La oss leke med #s. A 🧵: