Comments on: Bonderman’s investor kiss

By: just a name

just a name — Fri, 14 Aug 2009 00:43:32 +0000

Rebel without a cause…

I don’t know about you but I love making a statement…In these crazy economic times did ya ever want to send a message to the world about what’s really going on and what is wrong… I made a wish this morning and here is what it is… I am going to send this email to everybody I know cause it would really be funny to see this happen.

By now everyone knows that GM’s stock is worthless. It is trading as MTLQQ.. Liquidation is in process and this stock is linked to the air. I would love to see it make the news and go up to $6.00 a share.. We the little people who believe in American can really make a statement. If one person out of every 1000 who read this buy 1000 shares OH MY GOODNESS we will make the news… Wanna have laugh and make some money….try it and we can all say we did it. The lil people…

By: Observer

Observer — Wed, 03 Jun 2009 17:53:36 +0000

Hey Mike - your June 3 Macquarie piece has no place for comments… so, if Macquarie is doing so well in Asia IPOs, then where is Basil McIlhagga these days ? Give Macquarie in Hong Kong a call and see if they put you through or can give any comment.

By: JoMamma

JoMamma — Wed, 19 Nov 2008 18:38:28 +0000

Karl Zachar - if one third of HF AUM have been withdrawn, I don’t think that number is mathematically related to the one third drop in performance YTD…

If AUM is 100, and you take 33% out, that leaves you with 66. If that 66 has lost 33% of its value, that leaves you with 44. This is linear, though, and much of the withdrawl I bet occured after loss in value rather than before.

Taking mickeyrivers_17 statement at face value, that 30% wihtdrawl and 30% reduction in value is too high and its closer to half or 1/3 of that… then for certain there are still at least 50% of AUM in there, YTD.

Studying for my GMAT,
JoMamma

By: mickeyrivers_17

mickeyrivers_17 — Wed, 19 Nov 2008 03:42:31 +0000

weighted by assets under mgt, the average HF is probably not -25-30% nor seeing 30% redemptions. Probably closer to 15-20% and 10-20% since much of largest funds still locked up.

By: Karl Zachar

Karl Zachar — Tue, 18 Nov 2008 22:12:39 +0000

Where does Bonderman get his stats that $1 trillion has been redeemed out of hedge funds and that this equals one third of hedge fund assets?

Do Bonderman’s numbers imply the following: The average hedge fund is down 25-30% in performance YTD. In addition, if (on average) the average fund has experienced 30% redemptions, then…Does that mean hedge funds’ AUM have been cut by 2/3 (if you include both redemptions and negative performance). Comments?

Karl Zachar

By: Deal Journal - WSJ.com : Afternoon Reading: Oh, Good! More Yahoo-Microsoft Speculation

Tue, 18 Nov 2008 20:11:58 +0000

[...] David Bonderman has nothing but kisses for his investors, writes Reuters