g*****u
发帖数: 14294 | 1 俺的研究表明。这些所谓的long-short hedge fund其实short仓位一般都很小。大呼小
叫是仓位恐怕也就low single digit percentage.
做空，还是俺们版上的青蛙豪爽。 |
m*****u
发帖数: 1342 | 2 He is a small fish in the mutual fund/hedge fund world
【在 g*****u 的大作中提到】
: 俺的研究表明。这些所谓的long-short hedge fund其实short仓位一般都很小。大呼小
: 叫是仓位恐怕也就low single digit percentage.
: 做空，还是俺们版上的青蛙豪爽。
|
g*****u
发帖数: 14294 | 3 "Small fish" by what?
AUM is not a good predictor of the soundness of a manager's thesis.
【在 m*****u 的大作中提到】
: He is a small fish in the mutual fund/hedge fund world
|
m*****u
发帖数: 1342 | 4 Size does matter, use Buffett as example, he changed his investment style
quite a bit since he started investing. Tilson
fund is much smaller than Berkowitz, and Tilson has a very different style
from Buffett and Berkowitz. I felt his style is
quite reckless, just my 2 cents
【在 g*****u 的大作中提到】
: "Small fish" by what?
: AUM is not a good predictor of the soundness of a manager's thesis.
|
g*****u
发帖数: 14294 | 5 Why do you think Tilson is reckless?
Did you analyze the fund's 13F and return history?
【在 m*****u 的大作中提到】
: Size does matter, use Buffett as example, he changed his investment style
: quite a bit since he started investing. Tilson
: fund is much smaller than Berkowitz, and Tilson has a very different style
: from Buffett and Berkowitz. I felt his style is
: quite reckless, just my 2 cents
|
N******r
发帖数: 642 | 6 true. most long-short hedge funds are net long. |
