Last spring,
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In the 20 years since its founding, the secretive, tech-focused investment manager has had a stellar track record under the billionaire Philippe Laffont. But the "tiger cub" usually demurred when it came to discussing business publicly.
In May 2019, though, two Coatue execs spoke for nearly 45 minutes to a crowd of data-science wonks at Domino Data Lab's Rev conference.
What compelled Coatue to pull back the curtain?
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The firm had announced in an investor letter a few months earlier that it was raising several hundred million dollars to launch its first quant fund, an outgrowth of a data-science group that had been expanding under Izydorczyk. The firm boldly predicted that its team of 30 scientists and engineers would eventually reach 100.