market folly

Courtesy of Dealbreaker, here is the September commentary and exposures from hedge fund Galleon Group. We thought it would be goo to post these up given the recent insider trading charges surrounding Raj Rajaratnam's fund. It will be interesting to see how these charges effect the firm as a whole and in particular, their portfolios.

Embedded below is their investor letter (September commentary) which you can also download here (.pdf):




And embedded below next is their September exposures sheet, which you can also download here (.pdf).



We'll continue to monitor the developments in the insider trading case.