Capital Allocators – Inside the Institutional Investment Industry Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
Oct 17, 2022
Reade Griffith, co-founder and Chief Investment Officer of Tetragon and Polygon, shares his journey from law to finance. He reflects on founding Polygon, managing macro risks, and the unique landscape of event-driven investing in Europe. Griffith discusses the partnerships his companies forge to enhance value and how they navigate the challenges of being a public entity. He also touches on personal insights from military intelligence that influence investment decision-making and the impact of literature on his philosophy.
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Path to Finance
- Reade Griffith's path to finance was non-traditional, starting with the Marine Corps and intelligence work.
- A summer experience at Goldman Sachs' arbitrage desk sparked his interest in finance, combining his legal, financial, and analytical skills.
Intelligence and Investing
- Intelligence work taught Reade Griffith to synthesize information from diverse sources.
- This training proved invaluable in financial markets, emphasizing the importance of tracing information back to first principles.
Early Hedge Fund Experience
- Reade Griffith's early hedge fund experience at Baker Nye provided valuable insights into micro-investing.
- This firm, among the first hedge funds ever launched, focused on corporate actions and individual stocks rather than macro trends.
