Agustin Lebron(@AgustinLebron3):IMO this is entirely correct. Small LS HFs are already in trouble, and it's just going to get worse. I also think the large multimanagers aren't immune either. The pod structure induces incentives against tight collaboration that puts them at a disadvantage vs prop firms.

Agustin Lebron

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Agustin Lebron@AgustinLebron3

2026.09.18 07:01

IMO this is entirely correct. Small LS HFs are already in trouble, and it's just going to get worse. I also think the large multimanagers aren't immune either. The pod structure induces incentives against tight collaboration that puts them at a disadvantage vs prop firms.

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