Catching Up With The Tiger Cubs in 2017

Novus

Stan Altshuller

Research

6 Pages

Novus examines how Tiger Cub hedge funds navigated a difficult 2017 environment shaped by weak stock dispersion and pressure on fundamental investing. Despite criticism after several high profile losses, the paper argues the group’s core stock picking skill remains intact, while position sizing influences performance.

Key Takeaways

Tiger Cub Scale: Tiger affiliated funds controlled roughly $140B in aggregate market value, reinforcing their continued influence despite a difficult backdrop for active equity managers.
Concentration Risks Rising: The paper shows larger top position sizing and higher portfolio overlap increased crowding risk during a year when many hedge funds underperformed benchmarks.
Quant Shift Emerging: Firms including Coatue, Maverick, and Viking increasingly explored quantitative strategies in 2017 as traditional bottom up investing struggled amid lower market dispersion.
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