The David Lin Report · Thursday, July 16, 2026
Kai Hoffmann stated that his fund recently bought more positions last week, though they are more hesitant today, waiting to see the market's weekend performance. He noted that despite recent market volatility, the fund has seen inflows, indicating a positive position in a down market.
“Can you can you tell us are you adding to your positions right now? The GDG is pulling back 35% already?”
“Uh, we have recently actually. Last week we bought some more. Today we're a bit more hesitant. We're just waiting to see what the market was doing this weekend.”
“We do have inflows. We're in a fortunate position that we have inflows right now. Because it's fantastic if the market that's going down. And you have inflows.”