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Page 328 Tepper, David (Continued) Location, 96, 257 Losses and lessons, 84, 253 Methodology, 57, 99, 252, 253 Motivation, 73, 256, 258 Net exposure, 103, 257, 258 Organization, 83, 255, 257 Organization, role in, 94, 257 Portfolio allocation and optimization, 86, 90–91, 252, 257 Private equity allocation, 102 Research, 92 Spin-offs, 37–38 Technology allocation, 257 Track record, 256 Trades taken, 104, 252 Transparency, 105–106, 254 U.S. vs. non-U.S. exposure, 253–254 Teton Partners, 38 Texas A&M, 287 Thomas, Peter, 50, 52 Tiger Management, see Robertson, Julian Tobias, Seth, 38 Tokio Marine and Fire, 277, 279 Torpor, Shimon, 6 Torrey fund, 287 Toscafund, 37 Tozzi, John, 8 Trace Capital, 38 Trout, Monroe, 5, 6, 7 Trout Trading, 5, 6, 7 Trust Advisors, 60 Turnberry Capital, 52 Tynes, Gary, 260 University of California, 268, 286 University of Chicago, 229 University of Indiana, 229 University of Iowa, 286 University of Michigan, 115, 118, 196, 286 University of North Carolina, 9, 115, 118, 286, 287, 288, 289–291, 292–298 University of Oregon, 286 University of Pittsburgh, 256, 258, 286 University of Rochester, 286 University of San Diego, 286 University of the South, 172, 286, 287 University of Southern California, 286 University of Tennessee, 287 University of Texas, 116, 118, 286 University of Tulsa, 286 University of Virginia, 119 University of Washington, 286 University of Wisconsin, 229, 286 Unterman, 47 US West, 277 Value Asset Management, 60, 61 Value investor, 17, 104, 121, 123, 125, 259, 262 ValueVest, 37 Vassar College, 10, 116, 118, 216, 219, 286, 288, 289–291, 301–303 Vasvani, Ashok, 38 VEF, 277, 281 Viacom, 277 Viegas, Alfred, 50, 52 Viking Global Investors, 37–38 Vinik, Jeffrey, 9 Virginia Retirement System, 277 Voltaire Asset Management, 48 VZB Partners, 51, 52 Wake Forest College, 286 Wallach, Andrew, 260, 261 Walton, Clare, 38 Walton, Jack, 256 Walton Investments, 38 Warburg Pincus, 51 Washington & Lee, 286 Weiner, Malcolm, 5 Weisel, Thomas, 51 Weisman, Neil, 6 Weiss, George, 5, 6 Weiss Peck Greer-Farber, 47, 275 Werlin, Ernest, 38, 53 Wesleyan University, 10, 286, 288–291, 303–305 Wessex Asset Management, 60 West Highland Capital, 5, 8 Weston Methodist, 286 Westway Capital, 37 Wexford Capital, 37, 53 Weyerhaeuser, 277 Wharton School of Finance and Commerce, 197, 200, 210 Wheaton College, 285, 286 Whitman College, 116, 118 Wilcox, Bruce, 1, 4, 259–268. See also Cumberland Associates Background, 268 Free time, 97–98, 265–266, 268 Motivation, 268 Role within organization, 94, 267 View of industry, 266 Williams College, 286 Winterthur Insurance Company, 277, 282 Woods Hole Oceanographic Institute, 286 Wyly, Evan, 110 Wyly, Sam, 110 XL Capital, 60, 61 Yeshiva University, 172, 196, 285, 286 Yobage, Anne, 38 Yoder, Jay, 301–303 Yusko, Mark, 292–298 Zida, Mustafa, 50, 52 Ziff Brothers, 187 Zola Capital Management, 60 Zurich City Workers, 277, 282 Zurich Insurance, 277, 282 Zweig, Martin, 5, 6, 7, 8, 9 Zweig-DiMenna Associates, 5, 6, 7, 8, 9, 10, 37, 47 |
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