Tiger Global’s public equity funds outperformed during the third quarter with its long and private portfolios contributing more than 100% of gains. On the short side, the portfolio generated positive alpha but absolute losses. Q3 2020 hedge fund letters, conferences and more On the long side, key contributors so far this year are Microsoft, Datadog, CrowdStrike, SoftBank Group, Carvana, Amazon, Sea Limited, JD and Sunrun. Sunrun In their third-quarter letter to investors, which was reviewed by ValueWalk, the Tiger Global team highlighted Sunrun, a top provider of solar panels to homeowners in the U.S. The company was Tiger Global’s biggest…
Q3 Letter: Tiger Global outlines thesis for solar play
Michelle deBoer-Jones
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.