Public Equity Fund Primers & Deep Dives

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

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 (56) | New Jersey (15) | NY - Long-only’s (74) | NY - Tiger lineage HFs (38) | NY HF - Biotech / healthcare (25) | NY HF - Activist (37) | NY HF - Market-neutral SM (36) | NY HF - Event-driven / Special Sit (39) | NY HF - Value, Growth, Style-agnostic (119)

• Boston and U.S. Northeast (50, contains a FREE preview)

• California (74)

• Chicago (30) | U.S. Midwest (27)

• Florida (32) | U.S. Southeast (20)

• U.S. Mid-Atlantic (27)

• Texas (30)

• Remaining: A few states not covered - WA, OR, CO, UT, Puerto Rico, etc.

By sector focus**

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

By style**

• Activists | Tiger Cubs | 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 | More to come

** work-in-progress, pending a few states we haven’t covered.

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 ($)