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Drew — Institutional Investor Profile | Buyside Digest

Drew

Institutional Investor • Hourglass Capital

Value

$598M

Stocks

50 Stocks

Turnover

0.0%

CIK

0001442573EDGAR ↗

Website ↗

Top Holdings

GOOG(3.81%) C.PR.R(3.59%) CSCO(3.41%) MSD(3.15%) GS(3.15%)

About Investor

Drew Tunney serves as Managing Partner of Crypto Native Capital, bringing educational credentials from Dartmouth College and extensive experience in cryptocurrency investment management. As a thought leader in the cryptocurrency space, Tunney has authored content addressing the valuation challenges inherent in crypto asset analysis, demonstrating deep understanding of market dynamics and analytical frameworks. Bryan Andrew Tunney also serves as an officer of the firm, contributing to the management structure and operational oversight. The management team maintains active engagement with the broader cryptocurrency and investment management communities, evidenced by Drew's professional network and industry participation. Since establishing the fund in Q2 2022, the management team has delivered strong performance results, achieving a 72.1% annualized return since inception despite the volatile nature of cryptocurrency markets. The team demonstrates sophisticated understanding of regulatory requirements, successfully navigating the ERA registration process and maintaining compliance with SEC regulations. Their commitment to investor transparency is evidenced through comprehensive quarterly LP letters dating back to the fund's inception. The management approach combines traditional hedge fund operational excellence with specialized expertise in cryptocurrency markets and digital asset investment strategies. The team's communication style reflects both analytical rigor and practical market experience, providing investors with detailed insights into market positioning and strategic thinking. Drew Tunney's background includes experience with crypto valuation methodologies and market analysis, contributing to the fund's analytical framework and investment decision-making processes.

Investor Philosophy

Investment philosophy details pending verification.

Drew Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GOOG	None	Alphabet Inc.	Communication Services	$16.1M	3.8%	No Change
C.PR.R	None	Citigroup Inc.	General	$15.1M	3.6%	No Change
CSCO	None	Cisco Systems, Inc.	Information Technology	$14.4M	3.4%	No Change
MSD	None	MORGAN STANLEY EMKT DBT FD I	General	$13.3M	3.1%	No Change
GS	None	Goldman Sachs Group Inc	Financials	$13.3M	3.1%	No Change
SPY	None	SPDR S&P 500 ETF Trust	General	$13.0M	3.1%	No Change
IDV	None	NVIDIA Corp	General	$12.7M	3.0%	No Change
CNR	None	Core Natural Resources Inc.	Energy	$12.5M	3.0%	No Change
IEV	None	Newmont Corp	General	$11.4M	2.7%	No Change
UBER	None	Uber Technologies, Inc.	Information Technology	$11.2M	2.6%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet Inc.	$16078.4M	-100.0%	0.0%	Sold Out
MSMorgan Stanley	$13278.2M	-100.0%	0.0%	Sold Out
NEW YORK STOCK EXCHANGE-TAT&T Inc.	$4.4M	-99.9%	1.1%	Decreased
TAT&T Inc.	$4.4M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General22.8%

Information Technology20.0%

Energy12.4%

Health Care8.8%

Consumer Staples8.1%

Sector	Stocks	Value	Exposure
General	10	$96.1M	22.8%
Information Technology	10	$84.3M	20.0%
Energy	6	$52.2M	12.4%
Health Care	5	$37.2M	8.8%
Consumer Staples	5	$34.3M	8.1%
Industrials	4	$33.5M	7.9%
Communication Services	2	$22.9M	5.4%
Real Estate	3	$21.6M	5.1%
Materials	2	$14.4M	3.4%
Financials	1	$13.3M	3.1%
Consumer Discretionary	2	$12.2M	2.9%