Is Barclay’s (BCS) a good short? Jeff Mathews seems to think there is more to come. An update for their 32 Capital Fund is scheduled by tomorrow.
AQR down 21% YTD.
Goldman’s Global Alpha down 27% (40% drawdown) and Equity Opps down 30%.
Tykhe Capital down 17% to 31% in August.
Simon’s (Renaissance) letter to investors.
and Lehman’s comments on why it happened.
