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Old 04-17-2007, 05:30 PM
NajdorfDefense NajdorfDefense is offline
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Join Date: Feb 2003
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Default Re: Really Rich Guys - Top 10 Traders

fwiw, many of these funds make their portfolio holdings available to their investors on a daily/weekly/monthly basis. If you are big enough, you can have a seperate account at a L/S fund, for example, and see all the trades they do for you every day.
The 'coin flip' metaphors are quite dubious, as you can see from the article, by simply running your fund in a smart way, you can make tons without incurring huge downside risk.

Avoid funds that can use too much leverage, and you will not be subject to 95% of the blowup risk in the market. One of our funds paid extra to get out of Amaranth early due to what they perceived as poor risk controls months before they blew up. I'm still shocked more didn't do the same considering they were putting up +12%, and -10% months, well before the big implosion.
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