brucekovnercaxtonassociates.gifDespite the fund’s denial, we’re still hearing persistent shouts and murmurs from several sources that Caxton has been selling a lot of assets, of late. According to one Cax-buff, “They lost nearly 20% last week…another [person] said they finished the month down 16%…this rumor seems to have a hell of a lot more legs than the average ‘hedge fund [x] is having issues’.”
But does it have more legs than the average “hedge fund [x] is having mother issues”? Traders—get on the horn and get some answers. It’s not like you’re not IMing all your contacts and saying “Pop quiz asshole: is your fund blowing up?” today, anyway. (We’re doing the same).
(NB: Caxton is a huge multi-strategy shop run by a pretty conservative guy. A loss is possible, but in the blow-up range? Doubtful. Nonetheless, 4,900 funds (and one global bank) are going to die within the next five years, and we’ve go to start somewhere. We might as well start at the top and work our way down. John Carney’s Little Urban Achievers Capital Management– your days are numbered).

Comments (19)

  1. Posted by John Q. | August 1, 2007 at 9:54 AM

    Yeah, I think they’re in trouble.

  2. Posted by Anonymous | August 1, 2007 at 9:56 AM

    Different mothers, huh?
    So racially he’s pretty cool then?

  3. Posted by Frenchie | August 1, 2007 at 9:59 AM

    Il n’est pas possible

  4. Posted by Grenouille | August 1, 2007 at 10:01 AM

    En accordance avec Aleksey Vaynor, “Impossible et rien.” Mais je doute que Caxton va fermer ses portes. Caxton est hyper chouette!

  5. Posted by EE | August 1, 2007 at 10:15 AM

    Anonymous, you’re out of your element

  6. Posted by Anonymous | August 1, 2007 at 10:33 AM

    “another [person]”
    you mean sometimes it’s a gerbil or hamster?

  7. Posted by Anonymous | August 1, 2007 at 10:34 AM

    [ ] implies that the word wasn’t there, anon…take an english class

  8. Posted by Finbar Taggit | August 1, 2007 at 10:53 AM

    From my sniffing about there doesn’t seem to be any truth in these double digit drawdowns although my own website is being hammered by people from all walks of life (banks, hedge funds, analysts, investors) trying to establish the truth.
    Caxton is big and powerful and very well managed and I would be very surprised if they were in trouble.
    If anything, I think they have been liquidating and are sitting on lots of cash – no bad thing in these turbulent markets.

  9. Posted by jojoNYC | August 1, 2007 at 11:04 AM

    cut / pasted this from Minyanville’s Todd Harrison on Random Thoughts:
    I’ve heard several unconfirmed rumors of a massive hedge fund failure. I won’t name names but it’s a top 10 global player. Do I believe it? Yes and no. I think there will be several high-profile casualties of war but Tuesday’s melt was a function of three letters: A. H. M.

  10. Posted by Pepe Le Peu | August 1, 2007 at 11:04 AM

    Qui a coupe’ la frommage??
    Il a dit Enron etait plus grande a mort, mais, he he he…C’est plus mort , no?

  11. Posted by freedom fries | August 1, 2007 at 11:29 AM

    way too much french being spoken/written here, that is not ok

  12. Posted by Anon | August 1, 2007 at 11:42 AM

    11:29, I’m pretty sure they are surrendering, but I can’t tell for sure….

  13. Posted by Anonymous | August 1, 2007 at 11:56 AM

    Je suis d’accord, il y a beaucoup, beaucoup trop de francais ici, on parle (ecrit) seulement l’anglais sur ce site! Arretez!

  14. Posted by eric m | August 1, 2007 at 12:35 PM

    according to reuters they lost 3% this month, which is a total non-event.

  15. Posted by Anonymous | August 1, 2007 at 12:54 PM

    “according to reuters they lost 3% this month, which is a total non-event.”
    Fuck. What do you mean non-event? Even the mentally challenged PMs that *I* work for did not manage to lose 3% this month … it is only the first of the month after all. But I still have hope that August will prove to be as disastrous as July. I’m packing my parachute and rubber boat, preparing to jump out of my second floor office window.

  16. Posted by Anonymous | August 1, 2007 at 1:07 PM

    … but no link to the db career center??

  17. Posted by Bulging Bracket | August 1, 2007 at 2:29 PM

    “plus grande a mort”??? hein?
    Est-ce-que vous essayez a dire “trop grand pour echouer/mourir”? On a besoins des becherelles et des lessons en grammaire ici!

  18. Posted by Pepe Le Peu | August 1, 2007 at 2:36 PM

    I am a cunning linguist from French Lick, IN.

  19. Posted by Ezra | August 1, 2007 at 11:57 PM

    Bess, love the Lebowski reference!

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