Rick Sandler’s $5 billion long / short strategy at Eminence Capital had a relatively non-descript second quarter, nearly flat, and is up 1.8 percent on the year, according to a letter to investors reviewed by ValueWalk, as performance through the June 30 reporting period “is tracking a bit below our internal standards.” All funds remain soft closed and Sander states that “we continue to plan to match a limited amount of redemptions over time”.
On This Page
- Eminence Capital shorts show alpha as size of win is statistical measure of success underneath the surface
- Eminence Capital likes Zynga on mobile revenues, doesn’t mention ad blocking issue
- Eminence Capital ratchets up financial services exposures to nearly 10 percent, likes JPMorgan, Webster Financial
Eminence Capital shorts show alpha as size of win is statistical measure of success underneath the surface
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