Fund Deep Dives & Primers

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

U.S. Regional Public Equity Fund Primer ($)

Our regional primers save you time, help you pitch stocks that match each fund’s philosophy, make it easier to connect with the senior members of the firm, and increase your chances of getting the offer.

My regional primers profile the investment philosophy, founder, and pedigree of notable single-manager hedge funds and mutual funds.

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

• Chicago

• Florida

• U.S. Midwest - Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, Ohio, and Wisconsin

• U.S. Southeast - Alabama, Arkansas, Georgia, Kentucky, North Carolina, South Carolina, Tennessee

• California - San Francisco Bay Area

• California - Southern California

• Texas

• U.S. Mid-Atlantic - Virginia, Maryland, D.C., Pennsylvania, Delaware

• NY tri-state area (going to be a multi-part series)

• Other - Washington, Oregon, Nevada, Utah, Colorado, Arizona, New Mexico, Hawaii, Puerto Rico

Categorization progress:

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 ($)