As a portfolio manager working at FrontPoint, Porter Collins was one of the subjects of “The Big Short” — the book, and later movie, on the 2008 market crash. He likes to say he’s been looking for the next big short ever since.
Last year, his Seawolf Master Fund found plenty of them — and ended the year up 168.6 percent.
“Our 2022 performance was beautiful in its simplicity of being long energy and short technology,” he wrote in an annual review that Institutional Investor has obtained.
More here – Institutional Investor
Interesting