Seekingalpha.com This is the Third Quarter 2008 edition of our ongoing hedge fund tracking series.
Next up, we have Andreas Halvorsen’s Viking Global. Andreas Halvorsen is one of the many ‘Tiger Cub’ fund managers we cover here on the blog. ‘Tiger Cubs’ are the progeny of legendary investor and hedge fund manager Julian Robertson of Tiger Management. Many of the critical members of Tiger started their own funds, and Halvorsen is no different. We’ve already covered a few other ‘Tiger Cub’ portfolios in our hedge fund tracking series, including Stephen Mandel’s Lone Pine Capital, Lee Ainslie’s Maverick Capital, and John Griffin’s Blue Ridge Capital.
Although both Andreas Halvorsen of Viking Global and Stephen Mandel Jr. of Lone Pine Capital both learned the tricks of the trade under Robertson in their time at Tiger Management, both have taken what they’ve learned and added their own spice to the value oriented, yet growth at a reasonable price (G.A.R.P.) tolerable investment style. Halvorsen attended Williams College and received his MBA from Stanford, while his work history includes stays at Morgan Stanley and Tiger.
