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Strategies & Market Trends : SiliconInvestor All Stars Forum
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To: John Vosilla who wrote (328)2/27/2007 5:59:28 PM
From: SouthFloridaGuyRead Replies (1) of 1718
 
Getting a couple of emails from some well known hedge funds tonight. Most good ones that I know have had protection in OTM puts. Others have said their arb trades worked beautifully today. All in all a non-event for the 1st and 2nd tier hedge funds.

Days like today make my business that much better. The clueless bears don't understand how the hedge fund business works. Our best years asset raising wise were 2002-2004 when people were shell-shocked from long-only. The worst years were 1998-2000 when the cost of leverage was high and people had no reason for long/short (why buy long/short when you can just be long).

I bet today alone will add 3-5% to my firm's asset raising ventures as scared allocators have yet another reason to lower equity sensitivity.
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