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Matt Salzberg @mattsalz

CEO, Investor, Board Director. Co-Founder: Blue Apron, Embark Veterinary, Suma Brands, Unlimited / $HFND, Coldcart, Level, Material. materialcompanies.com New York, NY Joined April 2008
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Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

5 months ago

Claims that HF are crowed into Mag 7 risk are inconsistent with the performance data. It is in fact the opposite: HF are *underweight* Mag 7 risk, which has caused their returns to trail the market cap weighted index. Equity L/S HF index is up 6% YTD vs S&P500 up 20%. Thread.

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Matt Salzberg @mattsalz

7 months ago

Excited to have you on board!

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Jeff Weinstein 🇺🇸 @Jeffreyw5000

7 months ago

Excited to have you on board!

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

8 months ago

Pretty exciting to see our progress at @UnlimitedFnds getting picked up recently. Looking forward to the opportunities ahead! Thread with a couple recent mentions for those interested: Bloomberg’s @emily_graffeo @annecronin bloomberg.com/news/articles/…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

8 months ago

Pretty excited to see our work at @UnlimitedFnds mentioned in this recent @usnews article about alts ETFs. money.usnews.com/investing/fund…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

9 months ago

Hard to decipher what hedge funds are doing from 13fs. At @UnlimitedFnds we use our tech to infer HF positions in close to real time. Saw macro funds pick up their commodity longs just ahead of this recent rally. Cool to talk about what we’re seeing today on @CNBCOvertime:

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CNBCOvertime @CNBCOvertime

9 months ago

Hard to decipher what hedge funds are doing from 13fs. At @UnlimitedFnds we use our tech to infer HF positions in close to real time. Saw macro funds pick up their commodity longs just ahead of this recent rally. Cool to talk about what we’re seeing today on @CNBCOvertime:

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

9 months ago

Hedge funds have their lowest beta to risk assets in decades. Investors should take note given their track record of outperformance in difficult market environments. Much more in our recent blog post here: blog.unlimitedfunds.com/harnessing-the…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

10 months ago

Check out how the team at @CitiVentures sees @UnlimitedFnds as uniquely positioned to be on the cutting edge of the next generation of democratization in investing: citi.com/ventures/persp…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

11 months ago

Trying something new with my friends at @public. Check out a *live* Q&A next week. Get on the app today to submit your questions ahead of time! Lots of interesting stuff to talk about.

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Public @public

11 months ago

Trying something new with my friends at @public. Check out a *live* Q&A next week. Get on the app today to submit your questions ahead of time! Lots of interesting stuff to talk about.

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

11 months ago

Hedge Fund strategies underperformed stocks this year, leading some investors to suggest they offer no alpha over time. A slightly wider short-term view and the long-term evidence pretty clearly debunks that conclusion: blog.unlimitedfunds.com/hedge-funds-wh…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

11 months ago

Stock indexes have outperformed hedge fund strategies this year. Expecting this to persist is a bet that the US economy returns to an era of extraordinary monetary stimulation. That seems unlikely. Our latest blog gives perspective on the dynamic: blog.unlimitedfunds.com/stocks-need-ea…

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Matt Salzberg @mattsalz

11 months ago

Congratulations to @BobEUnlimited and the team at Unlimited. Very proud of what you and we have been able to accomplish in a short period of time!

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Bob Elliott @BobEUnlimited

11 months ago

Congratulations to @BobEUnlimited and the team at Unlimited. Very proud of what you and we have been able to accomplish in a short period of time!

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

11 months ago

Claims HF are secularly short stocks and bonds today isn't supported by simple returns triangulation. If HF were short both, performance correlation should be very negative to those assets. Its not. At @UnlimitedFnds we've built an approach to replicate their views. More next.

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

11 months ago

The current macro environment presents some of the most uncertain circumstances that we have seen in decades. Given this environment, its not too surprising that hedge fund managers are now pretty well balanced to what may come. Lots more covered here: blog.unlimitedfunds.com/hedge-funds-po…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

a year ago

The significant pressure on other small banks like First Republic, PacWest and Signature increases the likelihood that depositors will be protected at SVB even if the attempt at a private sector sale doesn't work out.

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

a year ago

The US banking system is built on the expectation that equity and bond holders accept the bank economic risk and depositors, particularly the small folks, do not. While that is not legally the structure, its important to keep in mind that's functionally how it works. Thread.

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

a year ago

Hedge Funds are keeping risk low given the uncertainties of the macro environment. Finding the best long opportunities in credit and smaller companies. And are the shortest tech that they've been since the dotcom crash. More in our recent blog below: blog.unlimitedfunds.com/hedge-funds-lo…

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

a year ago

Venture funds are always behind the public markets in marking their books. Eventually the reality of company valuations is recognized. The 00 cycle provides some nice perspective. Venture funds took much longer to recognize losses than did public mkts, but eventually it happened.

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

a year ago

While it may be difficult to predict the public markets in '23, it is pretty easy to figure out that Venture Funds are on track to lose $1 trillion in value from peak. The vast majority of these losses have yet to be recognized. '23 will bring more realistic marks. A thread.

Matt Salzberg retweeted
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Bob Elliott @BobEUnlimited

a year ago

Hedge Funds navigated a difficult 2022 by playing defense effectively. While HFs remain cautious, our recent read on positioning suggests they are picking up their search for opportunities to start '23. More on where they're looking in our recent blog: blog.unlimitedfunds.com/hedge-funds-ca…

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Matt Salzberg @mattsalz

a year ago

One of the best podcast episodes @BobEUnlimited has done to date. Great info on macro dynamics, diversified alpha investing and $HFND

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Meb Faber @MebFaber

a year ago

One of the best podcast episodes @BobEUnlimited has done to date. Great info on macro dynamics, diversified alpha investing and $HFND

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