Guest Posted May 23, 2016 Share Posted May 23, 2016 Supposedly, Alexander is one of Buffett's favorite investors. From what I've read, he also runs Acacia through Sequoia. I'm basing it off of this: http://news.morningstar.com/articlenet/article.aspx?id=754681 "Next, the firm announced the makeup of the newly formed investment committee, including analysts Arman Gokgol-Kline, David (Chase) Sheridan, Trevor Magyar, John Harris, and Greg Alexander; Alexander will be a nonvoting member of the committee. Harris and Alexander will not be actively involved in managing Sequoia as they run their own respective separate private portfolios, Wishbone and Acacia." anyone seen performance of the fund or know anything about it? This is the first time I've run across it. Link to comment Share on other sites More sharing options...
VersaillesinNY Posted May 23, 2016 Share Posted May 23, 2016 Looking at some of my notes from Sequoia’s recent meeting on Friday: Acacia is a $5 Billion fund run by Greg Alexander (30 years’ experience) with a team of 7 people vs Sequoia ($5B and 9 people). The fund has outperformed the S&P for 25 years! Acacia has successfully invested in some foreign companies over the years. Greg mentioned that it was a hell of a 6 months at RCG and that the they have a reputation on Wall Street for doing the best research. There are two types of people in the world: those who are humble, and those who are about to be. Roger Lowenstein Link to comment Share on other sites More sharing options...
Munger_Disciple Posted May 23, 2016 Share Posted May 23, 2016 Looking at some of my notes from Sequoia’s recent meeting on Friday VersaillesinNY, Can you please post your notes from the meeting? TIA Link to comment Share on other sites More sharing options...
Guest Posted May 23, 2016 Share Posted May 23, 2016 Hey Versailles, thanks for the additional information. Did they say what his performance is though? Or if it's beaten SEQUX? I would assume it has but not sure. SEQUX also outperformed for over 25 years (and 40). Link to comment Share on other sites More sharing options...
VersaillesinNY Posted July 19, 2016 Share Posted July 19, 2016 stahleyp: The meeting was exclusively about Sequoia and they didn't cover Acacia's returns & holdings. Munger_Disciple: I apologize but RCG's team specifically requested not to post meeting notes on the blogosphere. Sequoia's transcript should be published in the upcoming weeks. Link to comment Share on other sites More sharing options...
glorysk87 Posted July 20, 2016 Share Posted July 20, 2016 Is there any way to track Acacia's holdings? Link to comment Share on other sites More sharing options...
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