The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Griffith: Tetragon's Portfolio Cannot Be Replicated via Direct Fund Investments
“There are things that we do with our capital on our balance sheet, which isn't replicable, whether it's investments that we just make in public markets or private markets and hold on our balance sheet, maybe We've invested some money with a strategy we think i…”
Griffith: Citadel had under $1B and was smaller than Baker Nye in 1999
“When I went, they were just
Approaching a billion. So they were no bigger than Baker and I.
In fact, Baker and I was bigger at the time.”
Griffith: Citadel Grew from Under $1B to $8B During His Tenure
“We'd gone from less than a billion to eight billion at this time. Sidville was now one of the biggest hedge funds in the world.”
Griffith: Tetragon manages $35B in client capital and $2.5B–$3B proprietary capital
“What Tetragon has under its asset management business, TFG asset management is what we call it, is we run about 35 billion of capital for our partner investors. We have two and a half, three billion of our own capital at the core”