Hayman Advisors 13F

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  • February 23, 2012 at 12:17 am #5227

    goldwoman sachs
    Member

    Anyone have any insight on why Hayman is running so concentrated and moving his portfolio around so much this quarter. Nice 13F report this month SOW

    February 24, 2012 at 3:07 pm #5284

    jesse
    Member

    You are only seeing the stocks he filed on. He is concentrated, but not as bad as it looks. He does tend to move his portfolio around a lot, but he has done a spectacular in sector rotation adding to his alpha generation

    February 24, 2012 at 3:37 pm #5285

    Pete0525
    Member

    Its also key to note that Hayman’s 13F capital exposure decreased from $740 million to $540 million from Q3 to Q4 of 2011, respectively. Seems this could be a sign that Kyle Bass is becoming more bearish on global markets or he just reduced his exposure.

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