Jim Chanos: Julian Robertson Was The Portfolio Manager’s Portfolio Manager

Johnny HopkinsJames ChanosLeave a Comment

In his recent interview with CNBC, Jim Chanos explains why Julian Robertson was the portfolio manager’s portfolio manager. Here’s an excerpt from the interview:

Chanos: I had the pleasure to run money, run short accounts in the ’90s for not only George Soros and Michael Steinhardt but Julian Robertson, and I just have to tell you that when it came time to interacting on stocks, there was no one better than Julian Robertson.

There’s a reason that the ‘Tiger Cubs’ all came out of his shop. He would have you over for lunch and if you were pitching a short idea, and he would have you against eight bulls, and vice versa, and just challenge you on every part of your thesis, which is the way really professional investors should do it.

I mean, he was a portfolio manager’s portfolio manager, but he also understood analysis, and there was no one better in that and I’ve said that for years. I’m really sorry to hear that news.

Host: You mentioned the so-called Tiger Cubs, the Robertson family tree if you will. Do you think anybody has had as profound of an impact on the lives of others who have gone on to have jobs on Wall Street as he has? I mean it’s so prolific the number of Tiger Cubs who are out there still doing their thing today.

Chanos: Yeah, certainly on the buy side. And so it’s hard to think of anyone who had a bigger impact on today’s market participants than in that respect, in the equity side than Julian.

You can watch the entire discussion here:

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