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Gavin Baker
@GavinSBaker
Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own.
加入 July 2011
6.3K 正在关注    341.7K 粉丝
Interesting disclosure from Ken Griffin via @CNBC that they have shed 80% of the SALP portfolio. Super high confidence that this was $45b levered more than 4 to 1 so at least $180b gross. Unwinding that $180b would absolutely have had an impact. Have felt it in the market.
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