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What the Tiger Cubs Have in Common
Our quarterly review of overlap in the portfolios of Tiger Management descendants shows that some of these managers look eerily similar to one another.
It has been well documented that many of the descendents of Julian Robertson, Jr.’s legendary Tiger Management crowd into the same stocks, especially the high-flying tech, Internet, media and telecom companies that have been leading the bull market and merger mania over the past couple of years. However, within this crowd,
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