Just giving this subject a bit of a nudge because I was looking at a few strategies and was thinking how good it would be to see the correlation of AUM and performance. JGC I think is a good example, there was a time at the start of this year where it got very very close to being the first Darwin with $1m+ AUM but then entered a period of DD and the best part of $600k left. Now it is on an up period again it'll be interesting to see if the AUM increases again.
THA is another interesting one as its currently leading the way in terms of AUM.
Then NMM as a different kind of example. From memory that had over $100k in it? Would be very interesting to see how quickly Darwin investors respond to uncharacteristic DD.