Keep pulling the thread on Nicholas Csicsko.
A long-short equity fund backed by Trinity Wall Street, after a significant drawdown in 2019-2020, has since increased in value by a factor of five (5x) from 2021 to the present.
A specific hedge fund backed by Trinity Wall Street has been profitable on its short positions every year since its inception 11 years ago.
A hedge fund backed by Trinity Wall Street has seen its value increase by a factor of six (6x) since 2020, following an initial five-year period of underperformance.
Trinity Wall Street's investment strategy prioritizes fundamental, transparent, and concentrated managers to better communicate portfolio holdings to its stakeholders.
A specific long-short fund manager backed by Trinity Wall Street closed his fund to outside capital at approximately $300 million in assets with the goal of never exceeding $500-600 million.
Trinity Wall Street maintained and increased its position in a long-short equity fund that experienced a cumulative drawdown approaching 50% during 2019 and 2020.
A Dallas-based long-short equity fund manager, backed by Trinity Wall Street, lost approximately half of its assets under management in 2020 due to poor performance.
A long-short fund manager backed by Trinity Wall Street saw its long portfolio recover in 2021, while its short portfolio performed exceptionally well in 2022.
Trinity Wall Street exited a position with a previously successful fund manager after the manager became less transparent and took non-LP-friendly actions regarding liquidity during a period of underperformance.
Trinity Wall Street successfully established a highly transparent and communicative relationship with a fund manager who now oversees more than $30 billion in assets.
A hedge fund backed by Trinity Wall Street at launch produced muted, mid-single-digit returns for its first five years while the broader market saw high-single to low-double-digit returns.
Trinity Wall Street exited a position with a Singapore-based fund manager after observing signs of distress, including style drift, increased portfolio turnover, and significant self-doubt.