Сигналы
2
Paul Chai
CIO, Kansas State University Foundation
Винрейт
100.0%
доходность
+3.0%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
07 авг
$63.14
+0.9%
Forced selling of high-quality private assets by large institutions due to endowment tax uncertainty, liquidity needs, and retail investor impatience created attractive secondary market opportunities. The team has been a net buyer in private equity secondaries over the last two years to capture discounted assets.
Тематические ETF
Лонг
07 авг
$58.02
+5.1%
Traditional oil and gas equity investments became compelling as capital fled the sector for non-economic reasons such as ESG pressures and governance constraints, causing fundraising difficulties. The team increased exposure to private energy equity a couple of years ago, favoring equity over credit because improved financing conditions made credit less attractive.
Тематические ETF
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У Paul Chai на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: XLE, PSP, MULTI-STRATEGY HEDGE FUNDS.
