Discovery Capital Management, every mention
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every year anyone Ted Seides 12Rob Citrone 10
Verbatim, from the transcripts: the passages where Discovery Capital Management comes up
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 4:25 Ted Seides My guest on today's show is Rob Citrone, the founder of Discovery Capital Management, a two billion dollar global hedge fund investing across equities, fixed income, currencies, and rates with a focus on emerging markets. 4 times in the scene
- ▶ 5:41 Ted Seides Why don't we go back prior to your launching Discovery?
- ▶ 21:11 Ted Seides So when you brought all this together, discovery, say, 20 years ago, even today, you mentioned stock experience, you mentioned emerging debt experience, and then currencies as well, and I'm curious how you brought it all together into what…
- ▶ 35:26 Rob Citrone We started the fund with five million dollars with one million of fee payment. 8 times in the scene
- ▶ 38:20 Rob Citrone I got half from the Fidelity days, some I have from the Tiger days, and some we've developed a discovery.
- ▶ 40:06 Rob Citrone And the thing that Julian always used to say, and something that we try to do at Discovery and emulate that is, we have good ideas, but we want to replace the good ideas with better ideas.
- ▶ 42:05 Ted Seides To go from where you were at the peak some years ago, 14, fifteen billion, to still real money, but say two billion today, what was that like in terms of what you had to do to the organization to keep going? 6 times in the scene