Public Equity Fund Primers & Deep Dives

$ - paywalled; I do not receive a single dime from the covered firms.

You waste months chasing the wrong funds, emailing dead inboxes, and pitching PMs who were never going to say “yes.”

The buy-side doesn't post jobs. They hire quietly — through networks you’re not in yet. And every PM has an invisible filter for who they’ll even talk to.

By the time you figure it out, the role is gone… and so is your shot.

That’s why I built the U.S. Fund Primers — a database of 1,000+ hedge funds and long-onlys mapped by region, strategy, sector, and founder background.

For less than 0.1% of your first-year pay, you can skip months of trial and error—and get to a $300K+ buy-side seat faster.

If you’re serious about breaking in, start here before you get ghosted by a fund yet again.

** WE NO LONGER SELL VIA SUBSTACK **: All premium content is now at my website. Substack takes a 10% fee—by subscribing on my site, more of your support goes directly to my work, and I have full control over the experience.

U.S. Public Equity Fund Primer ($)

By Region

• FAQ

• Primer update log

Each primer covers both single-manager hedge funds and long-onlys, unless specified. Number of funds in parenthesis, subject to change.

• NY Tri-state: Connecticut | New Jersey | NY - Long-only’s | NY - Tiger lineage HFs | NY HF - Biotech / healthcare | NY HF - Activist | NY HF - Market-neutral SM | NY HF - Event-driven / Special Sit | NY HF - Value, Growth, Style-agnostic

• Boston and U.S. Northeast (contains a FREE preview)

• California

• Chicago | U.S. Midwest (MN, WI, MI, OH, IA, MO, NE, KS)

• Florida | U.S. Southeast (AL, AK, GA, KY, NC, SC, TN)

• U.S. Mid-Atlantic (DE, MD, PA, VA)

• Texas

• U.S. West and Puerto Rico (AZ, CO, HI, NV, NM, OR, UT, WA)

By sector focus

• Biotech / Healthcare | TMT / consumer | Energy / Materials | Financials | Real Estate | More to come

By style

• Activists | Tiger Cubs and Tiger-lineage | Market-neutral Single-manager | Long-only | Multi-managers | Event-driven | More to come

By founder’s (or key person’s) alma mater

• Columbia | Cornell | Dartmouth | Harvard | NYU | UPenn and Wharton | Princeton | Stanford | UVA | Yale | University of Chicago | Williams College | Duke | More to come

Hedge Fund Deep Dive

History of the firm's founding, its investment philosophy, process, and the profiles of its investment team (including education, prior work experience, and career paths after leaving the firm).

• Abrams Capital ($)

• Baron Capital ($)

• Cantillon Capital Management ($)

• Coatue Management ($)

• Davidson Kempner Capital Management ($)

• Eminence Capital ($)

• Glenview Capital ($)

• King Street Capital ($)

• Lone Pine Capital ($)

• Maverick Capital

• ValueAct ($)

• Soroban Capital ($)

• Sands Capital Management ($)

• Third Point ($)

• Whale Rock ($)

• Baupost Group

Mutual Fund Deep Dive

Same but for mutual fund / long-onlys.

• Artisan International Value ($)

• Diamond Hill Capital Management ($)

• Polen Focused Growth ($)

• Wide-Moat Investing with Pat Dorsey

• Todd Combs of Berkshire Hathaway

Hedge Fund Insights

• Multi-managers 101 ($)

• 2024 Sohn Conference Summary ($)

• How to Build Moats in a Hedge Fund Business? ($)

• Why Do Hedge Funds Fail? ($)

• What hedge funds don’t tell you ($)

• Coatue’s Wisdom on TMT Investing ($)