Lance on Oct 12 2008 | Filed under: Around the Web
We have a particular fondness for Jullian Robertson’s offspring, the Tiger Cubs, when it comes to hedge funds. Sadly, they have struggled along with everyone else, though not as much in general. The NY Post reports on some of those hit hardest.
Lance on Feb 11 2008 | Filed under: Absolute Return, Asset Allocation, Domestic Equities, Great Investors, Hedge Funds, Relative Return, Risk, Valuation, indexes, real estate
The recent downturn from the high in October has led to a great deal of chatter about the markets being cheap. That the recent turmoil has presented us with wonderful buying opportunities based on valuation. Readers here know that I disagree, and vehemently. Which doesn’t mean there isn’t money to be made as speculators. Certainly [...]
Lance on Feb 10 2008 | Filed under: Around the Web
Julian Robertson has sired a slew of top managers, of whom we are very fond, and they are in hedge fund heaven right now as dispersion in returns is giving them ample opportunity to make some hay. Fortune has an article which helps those who have fallen behind catch up on what Julian and his [...]
Lance on Jan 15 2008 | Filed under: Absolute Return, Asset Allocation, Hedge Funds, Latest data, Risk
For investors with the assets to use a full fledged fund of hedge funds, who do we turn to? A collection of Tiger Cubs who had a fine year, so this does not surprise us. From Bloomberg:
Hedge-fund managers known as the Tiger Cubs because they learned to pick stocks at Julian Robertson’s Tiger Management LLC [...]
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