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