In a letter sent to investors on July 24 presenting the fund’s half-year results, Aschenbrenner acknowledged that the fund had “not been immune” to the market ructions, particularly in Asia, but argued that the tech sell-off had created some of the most attractive investment opportunities since early 2025.
펀드 자체가 좀 쉽지 않아보이긴하네요. 와중에 아시아 베팅에서 많이 잃었다는거 보니깐 하이닉스 좀 사셨나?
기본적으로 GP는 저런 말 잘 안하는데 진짜 많이 까진거같네요.