Tiger Cubs Finally Roar Back, Buoyed by Big Tech's Rally

The video discusses hedge fund returns, focusing on Tiger Management's gains and Meta's performance. It analyzes the recovery of Tiger Cubs from high watermarks and explores tech-focused investments. The video also examines investor interest in stock picking funds and the reputational challenges faced by Tiger Cubs, highlighting the crossover model's role in hedge fund strategies.

What was Tiger Management's gain last year, and which stock was their biggest position?

• 24% gain with Meta as the biggest position

• 18% gain with Apple as the biggest position

• 15% gain with Amazon as the biggest position

• 30% gain with NVIDIA as the biggest position

Which hedge fund had the worst performance in 2021 and 2022?

• Tiger

• Lone Pine

• CO2

• Viking

Which hedge fund achieved a 47% increase primarily through short work?

• Viking

• Rubric

• Lone Pine

• Contour

What was the main reason for Rubric's 81% increase?

• Investment in Meta

• Energy bet

• Short work

• Investment in Apple

What is the current investor sentiment towards stock-picking funds?

• They are the least sought after strategy

• They are moderately popular

• They are the most sought after strategy

• They are no longer in demand

What has caused reputational damage to Tiger Cubs?

• Avoiding venture capital

• Overexposure to private equity and tech

• Lack of investment in big tech

• Consistent high returns

What is the current challenge for investors looking to allocate capital?

• Overexposure to private equity and venture

• Lack of investment opportunities

• High returns in all sectors

• Too much capital available