Graham and Sunny I met with last.
They did well in comparison to competitors over rolling 12-mth periods but if you look at where returns are being generated, its 50% from shorts which to be honest should be an outlier because they're not MN.
When queried on short selection and managing shorts it was a tad scary and didn't like the structure (or lack thereof) around the whole process.
The again on currency because they'll take positions without actually having investments domiciled in that currency. That's a distraction to their real job.
Having said that, they got Rameez from Platinum, he's their biggest x-factor for fund performance.
