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platform hedge funds

3 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 18, 2022 by Howard Smith · across every show →

Everything said about platform hedge funds, oldest first

Aug 18, 2022 neutral
Opinion
Smith: Tokyo's investment landscape is dominated by platform hedge funds
“If you look at the world of investing in Tokyo today, you know, it's dominated by the platform hedge funds.”
Howard Smith Aug 18, 2022 ▶ 20:52 Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
May 29, 2023 positive
Disclosure
Bergstrom: Corbin prefers single risk-taker funds over large platforms for alignment
“We have a preference for a single risk taker model, and typically the PM and sort of the business owner are the same. It's not absolute. We do have investments with bigger businesses that look more like platforms. We will do that if we think the value proposit…”
Craig Bergstrom May 29, 2023 ▶ 28:45 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
May 29, 2023 negative
What-if
Bergstrom: New Allocators Cannot Replicate Legacy Platform Fund Conviction Today
“I think if we were to approach that manager today, we wouldn't be able to develop the level of understanding and conviction that I think we have now.”
Craig Bergstrom May 29, 2023 ▶ 42:18 Hedge Fund Master Class – Craig Bergstrom, Adam Blitz, and Dan Fagan (Capital Allocators, EP.318)
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