“Since we believe in owning as many promising stocks as possible, we generally buy on margin.” With that goal-oriented approach in mind, Gilder Gagnon Howe & Co. has returned +72% YTD until September in its Margin Portfolio. The Margin Portfolio applies a long/short strategy and is up 30% in Q3 alone. The investment managers enlists $4.2 billion in assets under management according to the ADV form, but since the portfolio is highly leveraged, the bulk of these holdings might not be actual assets. GGHC’s Cash Portfolio, which uses a long-only strategy, has gained 53% through the three quarters after adding +22% return…
This content is exclusively for paying members of Hedge Fund Alpha
Insider Strategies and Letters to Shareholders from the Top Hedge Funds and Maximize Your Portfolio Growth with Hedge Fund Alpha
Don’t have an account?
Subscribe now and get 7 days free!
