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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Trader Dave who wrote (49)	6/2/2000 11:43:00 AM
From: Wizard	Read Replies (2) of 499

This has been a nice test to see if one's portfolio strategy is any good. If you are levered AND concentrated in small cap internet/tech, you've probably been blown out... Come to think of it, Bulldog blew out so long ago that they really didn't even make it to the fun part... One good correction after 6 quarters of huge gains in these stocks and Bulldog and others go down in flames - that is just disgusting. I really don't know how people can take the feeling of blowing up their clients following one of the biggest wealth creating events in the history of civilization - the internet/technology revolution. Hero factor < risking blowing everyone up. Most of the hedge fund guys I know are very value oriented and made a lot of money but not because of generating excess return, just for growing at a fraction of the NASDAQ and justifying the fees by claiming they did it with less risk. Yadda Yadda Yadda, I'm all for risk adjusted returns but its disingenuous to be so concerned with risk-adjusted returns and then take 20% of profits when your risk-adustments COST your clients big bucks relative to long-only. What a business.

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