Viking Global’s 2014 Q2 investor letter is out. Last May I talked to the director of fixed income and absolute return at the China Investment Corporation. This is the Chinese sovereign wealth fund with $600 billion in AUM. When I asked him what he thought the best US hedge fund is, he said, “Viking Global without a shadow of a doubt”.
According to Viking Global’s 2014 Q2 investor letter, its long only fund outperformed the market during the first half of the year. Its long/short fund, Viking...
