Axon 2.0 has been a big success.
In a December client letter, former star Goldman Sachs trader Dinakar Singh attributed his hedge fund Axon Capital’s best-ever results to its 2019 reboot with co-CIO Kori Estrada and partner Alex Blank.
“While we could never have predicted the events of this year, the business and market philosophy around which we have completely re-imagined, rebuilt and relaunched our team and portfolio could not have been better suited for the extraordinary challenges of this year,” Singh and Estrada wrote in the letter, obtained...