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Hedge Fund Alpha’s September 2022 Hedge Fund Update: Tiger Global Reshuffles Team After Tech Losses

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Jacob Wolinsky
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HFA Hedge Fund Update
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Welcome to our latest issue of Hedge Fund Alpha’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!

Featuring Baupost dumps tech stocks, Tiger Global reshuffles team after tech losses, and hedge funds hike short positions.

Q2 2022 hedge fund letters, conferences and more

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Exclusive: Baupost Dumps Tech Stocks 

In his 2021 letter to investors, Seth Klarman, the manager of the Boston-based hedge fund Baupost, wrote that the firm specializes in "finding opportunity well off the beaten path." The fund and its analysts focus on valuation and business fundamentals, with the goal of growing...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.