Via Dealbreaker, here is the 3rd quarter letter from Andreas Halvorsen’s ’86 hedge fund, Viking Global Investors. This confirms our earlier report that Viking was flat for the year through September 30th, a stunning performance in this market. Has anyone seen an investor letter from Chase Coleman’s ’97 Tiger Global?

Halvorsen’s letter makes for interesting reading. Professionals are welcome to comment and amateurs to ask questions.

Facebooktwitter
Print  •  Email