Five Things We Learned From Kyle Bass H/T Patrick Dunuwila, StockTwits
Legendary hedge fund manager Kyle Bass gained notoriety for accurately predicting and profiting from the 2008 financial crisis. Bass was early to notice a bubble forming in subprime mortgages and in 2007 began purchasing credit default swaps on subprime residential mortgage backed securities. When the housing market finally collapsed Bass made hundreds of millions of dollars from his position. Our partners at Real Vision TV recently sat down with Bass for an interview. Here are some powerful insights from his talk.
1.) “There’s no true science to it, it’s an Art”
Roubaix Composite February 2021 Net Return +7.87%; YTD Net Return +11.34%
The February 2021 monthly tearsheet for the Roubaix Fund Composite, a fundamental long/short equity strategy focused on small and mid cap U.S. stocks. Q4 2020 hedge fund letters, conferences and more Roubaix Composite Performance Roubaix generated a net return of +7.87% in February relative to the long-only benchmark Russell 2000 Index total return of +6.23% Read More
2.) He has an incredibly high level of conviction with his trades
3.) He’s a master of structuring his trades
See full article here, video below
