Public Equity Fund Primers & Deep Dives

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

U.S. Public Equity Fund Primer ($)

Most buy-side candidates fail before they start—they don’t know where to look.

Top funds don’t post jobs. They hire through relationships. And every PM has a unique, unspoken filter for who they’ll even talk to.

I’ve seen smart candidates waste months—or years—pitching the wrong fund or missing the right one entirely.

That’s why I built these primers. They map hedge funds and long-onlys by region, strategy, sector, and founder background—so you can find hidden firms, tailor your pitch, and build rapport faster.

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.

Serious about breaking in? Use my primers. Check the FAQ first, then click the button below to get instant access.

By Region

Each primer covers both hedge funds and long-onlys, unless specified.

• Boston and U.S. Northeast (contains a FREE preview) | California | Chicago | Florida | U.S. Mid-Atlantic | U.S. Midwest | U.S. Southeast | Connecticut | New Jersey | NY - Long-only’s | NY - Tiger lineage HFs | NY - Biotech / healthcare HF | NY - Activist HF | Texas

• Remaining: NY long onlys and hedge funds, Other states

By sector focus**

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

By style**

• Activists | Tiger Cubs | Market-neutral / Low-net | Long-only | More to come

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

• Columbia | Cornell | Dartmouth | Harvard | NYU | UPenn and Wharton | Princeton | Stanford | UVA | Yale | More to come

** work-in-progress, pending completion of NYC funds and a few other states.

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 ($)