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Both firms have already made more new VC investments this year than in 2023 but are still well below their peaks.
After a great start to the year, computer-driven trend followers keep posting monthly losses.
Last month’s woes were not surprising as David Einhorn has positioned the fund conservatively all year.
In the third quarter, the Tiger Grandcub “significantly increased” his exposure in the “most compelling” sector in his career.
New investors in the stock last quarter included Point72 Asset Management, MKP Capital Management, and Brevan Howard Capital Management.
Three-quarters of Sosin’s assets are invested in high-flying Carvana, which has increased more than 55 times since January 2023.
Hound wants to get out of its seeding arrangement 20 years after it was signed.
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