U.S. Public Equity Fund Primers and Deep Dives

Same premium content I publish on Substack — now 100% hosted here.

You waste months chasing the wrong funds, emailing dead inboxes, and pitching PMs who were never going to say “yes.”

The buy-side doesn't post jobs. They hire quietly — through networks you’re not in yet. And every PM has an invisible filter for who they’ll even talk to.

By the time you figure it out, the role is gone… and so is your shot.

That’s why I built the U.S. Fund Primers — intelligence on 1,000+ hedge funds and long-onlys, mapped by region, strategy, sector, and founder background — so you know exactly who to approach, how they hire, and where you actually have a shot, without wasting months on dead ends.

For less than 0.1% of your first-year pay, you can skip months of trial and error—and get to a $300K+ buy-side seat faster. Here is my blog with 7,500+ aspiring and current equity investors, so you can judge whether I know what I am talking about.

If you’re serious about breaking in, start here before you get ghosted by a fund yet again. Get instant access to my insights plus one year of all future exclusive content I will publish. Please read the FAQs.

What my clients said:

Equity Fund Primers & Deep Dives
$300.00
Every year

One-year full access ($25/month equivalent) to intel on 1,000+ (and counting) U.S. hedge funds and long-only firms, by region, style, sector focus, and founder lineage.

✓ Primer by region, sector, style and founder alma mater
✓ Deep dives of notable U.S. funds
✓ Additional premium commentary

What you will get:

Fund Primers by Region (# of funds)

  • Connecticut (81)

  • New Jersey (16)

  • NY Long-only’s (76)

  • NY HF - Tiger lineage (39)

  • NY HF - Biotech / healthcare (26)

  • NY HF - Activist (38)

  • NY HF - Market-neutral SM (36)

  • NY HF - Event-driven / Special Sit (39)

  • NY HF - Value, Growth, Style-agnostic (119)

  • Boston and U.S. Northeast (VT) (73) - FREE PREVIEW

  • California (133)

  • Chicago (41) | U.S. Midwest (MN, WI, MI, OH, IA, MO, NE, KS) (55)

  • Florida (58) | U.S. Southeast (AL, AK, GA, KY, NC, SC, TN) (32)

  • U.S. Mid-Atlantic (DE, MD, PA, VA) (59)

  • Texas (58)

  • U.S. West (CO, OR, UT, WA) and Puerto Rico (40)

Hedge Fund Deep Dives

Mutual Fund Deep Dives

Fund Primers by Sector Specialty

  • U.S. Biotech / healthcare (68)

  • U.S. TMT / Consumer (82)

  • U.S. Energy / Materials (29)

  • U.S. Financials (20)

  • More to come

Fund Primers by Investment Style

  • U.S. Activists (70)

  • U.S. Tiger Lineage (70)

  • U.S. Market-neutral SM (76)

  • U.S. Multi-managers

  • U.S. Event-driven (76)

Fund Primers by Key Person Alma Mater

  • Columbia (91)

  • Cornell (23)

  • Dartmouth (29)

  • Harvard (129)

  • NYU (41)

  • UPenn / Wharton (107)

  • Princeton (35)

  • Stanford (61)

  • UVA (34)

  • Yale (46)

  • University of Chicago (not available yet)

  • Williams College (not available yet)

  • More to come

Industry Insight Series

  • Multi-managers 101

  • 2024 Sohn Conference Summary

  • How to Build Moats in a Hedge Fund Business?

  • Why Do Hedge Funds Fail?

  • What hedge funds don’t tell you

  • Coatue’s Wisdom on TMT Investing

Future Products (not currently available)

  • The forgotten ones (notable funds that shut down) and the funds founded by their alumni

  • Lineage Deep Dive (Tiger Cub, Rubin Cub, etc.)

FAQs

  • Your first annual payment is non-refundable—no exceptions.

    YOUR ANNUAL SUBSCRIPTION AUTO-RENEWS. Please cancel promptly if you don’t intend to continue. You'll retain access for one year from the payment date.

    There is a 7-day grace period for refunds for accidental renewals. If a refund is issued, it will be minus the non-refundable Stripe processing fee.

    • I try my best to only include independent U.S. institutional investment firms, which means excluding:

      • Bank-owned asset management firms, like GS Asset Management (GSAM)

      • Profiles of PMs working at a multi-manager platform (unless they have founded their own firm)

      • U.S. subsidiary of non-American firms (such as Vontebel)

      • Wealth managers, financial advisors, financial planners, etc.

    • All firms described are more than $100 million AUM.

    • AUM figures are regulatory figures as of 2/28/25 (unless specified otherwise), which include leverage if it’s a hedge fund. I will try to include AUM for all long-onlys, but will not be as consistent on disclosing AUM for hedge funds (as leverage varies across styles).

    • I cannot guarantee I have captured all funds in the U.S. that fit the criteria, but if I hear about a missed one, I will add quickly and notify you.

    • Investment style (value, growth, market-neutral, agnostic, event-driven, biotech, etc.)

    • Year founded

    • Founder name(s)

    • Founder / key person’s (CIO, director of research) education (undergraduate and graduate degrees)

    • Founder prior employers (so you understand their style lineage)

    • If available, investment process, portfolio turnover, position sizing, risk management discipline, etc.

  • They are 100% based on public and factual information. Fund Form ADV part 1/2, mutual fund prospectus / annual report, 13-F, founder press articles / podcast / video interview / TV appearance, and other publicly available resources.

    For legal reasons, I do not comment on firm culture, ongoing legal proceedings (unless they are facts publicized by major presses), founder personality, etc.

  • For now, I plan to refresh once a year. So the next fresh will be March 2026. If there are material launches / closures, I will update the corresponding primer in a timely manner and update my paid clients.

  • Because my website host does not natively support it, unfortunately I cannot offer discount to current students, for now.

  • No, because of operational complexity:

    1. I can’t meet the infinite permutations of individual needs if it’s sold piece by piece. One person might want long-only funds in the Southeast and market-neutral funds in California, while another wants activist funds in California and energy funds in Texas.

    2. I’d have to maintain and remember to update multiple versions of the same content as I continue refining my findings.

  • Not a top priority for now.