Ever study the difference in internal funds vs external at Ren Tech? Always creeped me out.
-
-
-
Just finished reading the man who solved the market which touches on this a bit. Medallion is ~5-10B, employees only, 5/44 fees, 30+% returns but cant get much bigger The other has lower fees, open to outsiders, doesn't perform as well because it uses different methods.
- Još 1 odgovor
Novi razgovor -
-
-
So this shows that Dalio underperforms?
-
not that simple. - Need to account for risk (sharpe ratio is a better measure) - S&P is likely a better benchmark - Fund size of bridgewater is >10X that of medallion (whose strategies stop working as well at larger fund sizes)
- Još 1 odgovor
Novi razgovor -
-
-
Buffett’s been compounding at a tech-like CAGR since before tech was even a sector
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
-
-
Soros took lopsided bets, manipulated market
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
-
Tweet je nedostupan.
-
-
Would be interested to see by AUM, as well. Medallion is $10bn? Pure alpha is much larger? Regardless, impressive stats any way you cut it.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
-
-
-
What were fund returns after fees?
-
Those are net of fees
Kraj razgovora
Novi razgovor -
Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.