(HedgeCo.Net) Chris Hohn’s TCI Fund Management has again become one of the most closely watched hedge funds in the world—not because it is chasing the latest trading fad, but because it represents something increasingly rare in modern alternative investments: extreme concentration, deep fundamental conviction, activist discipline, and a willingness to make very large portfolio shifts when the long-term thesis changes.
At a time when many hedge fund platforms are built around hundreds of portf...
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