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Tiger Cub David Gerstenhaber Shares His Investment Strategy

July 03, 2012 | About:
Dheeraj Grover

Dheeraj Grover

18 followers
David Gerstenhaber was one of the first "Tiger Cubs," a term for hedge fund managers who started on their own after having worked at Julian Robertson's legendary Tiger Investment Management. Gerstenhaber is a trained economist and runs the hedge fund Argonaut Capital Management today.

David started investing at the age of 14. Here he explains his approach to global macro investing and what gives his firm an edge in the highly competitive hedge fund industry. Argonaut Macro Partnership LP has never had a down year since its founding in 2000 and has averaged an annual return of 16%, including a 12.3% gain in the otherwise disastrous 2008.

This interview highlights:

* How David became a hedge fund manager — early days at Tiger Management

* What is the process of idea generation at Argonaut Capital?

* How has global macro investing changed since the late 1980s?

* The significance of conducting primary research

* Benefits and opportunities of global macro investing

Here is the video:

About the author:

Dheeraj Grover
I am an individual investor with deep interest in the field of value investing. My ideas and thinking is inspired by highly respected value investors like Ben Graham, Warren Buffett, Walter Schloss, Bill Ruane and Tweedy Browne

Rating: 2.4/5 (7 votes)

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