Ankur Luthra, the founder and Chief Investment Officer at more than one-year-old Finchwood Capital, has the sound of a Long / Short manager from Balyasny Asset Management that was founded December of 2015. He keeps his eye on investment process and applauds discipline, in this case even in the face of loss. The hedge fund looks for disruption plays in the technology field, in part leveraging the founder’s background in computer science, a letter to investors reviewed by ValueWalk reveals. Sources close to the fund’s performance tell ValueWalk that Luthra combines fundamental stock picking learned at Ziff Brothers Investments with…
- 2016 Hedge Fund Letters
- Finchwood Capital - Computer science creates a framework for human-based investment analysis
- Ankur Luthra's Finchwood Capital correlated to tech sector market beta
- Finchwood Capital combines two different learned investment thesis: Long-only optimism with risk management hedging