Andor gets a forensic lesson

Thu May 1, 2003

Andor was one of the few big equity managers to have made money over the past 12 months, but when you ask Dan Benton how he did it, the man who is one of the world's greatest technology investors refers you to his press office. And they tell you that any information about Andor is the exclusive property of its limited partners.

Well, unfortunately Mr Benton you are wrong. The information is not the exclusive property of your partners. In fact, the very technology that you have followed so closely now enables outsiders to get a glimpse inside your portfolio and its investment process. I'm talking about the Internet, of course, where, among other things, four times a year Andor is required to disclose its long equity holdings in the SEC's Edgar database.

What this glimpse reveals may not come as a surprise to anyone who has followed Andor over...

ISSN: 2151-1845 / CDC10004H

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