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Todor Kostov
@kostofff
March 18
$7.1m
follower assets
ARKK
$ARKK
having a big week of inflows
Source: FactSet; WSJ; SYZ Group
https://media.licdn.com/dms/document/C4E1FAQGBoqHKKTgv7w/feedshare-document-pdf-analyzed/0/1679123126659?e=1680134400&v=beta&t=-_yKgGBwLKxOyNoGw2bhwSYz8NwKCKT_kpb0DK0JW4A
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13 Comments
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Yegor
@from100kto1m
March 18
I am amazed at the amount of money that’s out there that wants to be wasted
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Todor Kostov
@kostofff
March 18
Author
@from100kto1m
Incredible.
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Ben
@rpinvestments
March 18
@from100kto1m
I read she made 300 million in fees while losing 10 billion of investor money
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Todor Kostov
@kostofff
March 18
Author
@rpinvestments
Collectively since inception 9 years ago.
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Todor Kostov
@kostofff
March 18
Author
@rpinvestments
Apparently, 70% of the fees collected happened between the valuation collapse from February 2021 up until now.
Source: Refinitiv; FT
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Yegor
@from100kto1m
March 18
@kostofff
this is insane!
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Yegor
@from100kto1m
March 18
@rpinvestments
I might have a shot at becoming PM if that’s the kind of acceptance coming from LPs 😱
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Todor Kostov
@kostofff
March 18
Author
@from100kto1m
No question about it!
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Leon
@mavix
March 18
Don’t know if this is a good sign 🙈
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1 Reply
Todor Kostov
@kostofff
March 18
Author
@mavix
It's a bet on duration assets.
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AverageInvestor
@averageinvestor
March 18
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Brett Schafer
@ccm_brett
6d
Amazing. Why?
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Todor Kostov
@kostofff
6d
Author
@ccm_brett
Duration assets. Investors/traders were piling in in long-term bonds and duration assets due to the bank runs scare last couple of weeks.
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