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.

clear all ✕

why aren't all 3 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

Assertion Supported
Sullivan: Hedge fund asset growth is driven by performance, not new inflows
“Assets allocated to the hedge fund industry has increased, but that's largely been driven by Performance of the funds themselves, not necessarily new money flowing into it.”
Mark Sullivan Jan 16, 2025 ▶ 11:31 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
Assertion Supported
Sullivan: Institutional return-seeking capital shifted from hedge funds to private markets
“A lot of clients have been allocating to hedge funds for diversifying strategy that can give you a high sharp ratio, no correlation to market risk, et cetera. That part of the market has grown dramatically over the last 10 plus years, and at the same time, The…”
Mark Sullivan Jan 16, 2025 ▶ 11:45 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
Assertion Supported
Sullivan: Julian Robertson provided seed capital for Wellington's first hedge fund
“Julian was part of the original capital that helped seed it.”
Mark Sullivan Jan 16, 2025 ▶ 7:39 Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
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