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cover of episode Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

Hedge Funds Are a Team Sport | Ilya Zaides on Continuity at 14B Capital

2025/2/7
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Ilya Zaides: 我和前合伙人共同创立了KG基金,但由于我们之间的“离婚”,公司更名为14B资本管理公司。我的前合伙人决定退休,而我仍然充满活力,希望继续在这个行业内发展。因此,我保留了对冲基金的业务和业绩记录,并成立了新的管理公司。我主要负责对冲基金的策略,所以离婚后我带走了对冲基金和相关的业绩记录。我认为,对冲基金中的关系就像未接触的部落,只有内部人员才能真正理解其运作方式。即使是员工,也未必完全了解创始人之间的关系。机构投资者通常对离婚和变化非常敏感,他们更喜欢稳定和连续性。因此,我们失去了大部分机构投资者,但保留了那些更灵活、更务实的小型投资者。摆脱内部冲突对我来说是一种解放,因为在合伙关系中,你需要让每个人都参与到思考过程中,否则会产生不和谐,影响投资决策。 Max Wiethe: 今天的播客主要讨论对冲基金中可能影响业务的分裂和离婚等问题。投资者通常喜欢连续性,那么当离婚发生时,LP们的反应如何?不同的LP类型会有不同的反应吗?

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Ilya Zaides explains the reasons behind the name change from KG Funds to 14B Capital Management, highlighting the amicable split with his former partner and the focus on continuing the hedge fund operations under a new management company.
  • Name change from KG Funds to 14B Capital Management
  • Amicable split with former partner
  • Focus on continuing hedge fund operations

Shownotes Transcript

Hedge fund success both for their investors and operationally is almost always the result of a team effort. Ilya Zaides, CIO and Founder of 14B Capital Management, explains why this means hedge fund investors can care as much about team and key relationship stability as they do about past success.

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