Leonard Green passed away in 2002 but his influence over the investment world is still visible. He co-founded a company in 1969 that was focused on management-led, non-hostile leveraged buyouts. Green broke out of the first partnership to found his company in 1989. The company is still called Leonard Green & Partners and upholds most of its investment principles. Leonard Green’s Portfolio is heavily concentrated over 12 holdings with a total value of $6.1 billion. A substantial part of the portfolio takes Mister Car Wash Inc. (NYSE:MCW) while in not-so-close second is Wesco International Inc. ...
Hedge Fund Alpha
Verition is a multi-strategy hedge fund with an AUM of $10.47 billion. In its strategy arsenal are event-driven, fixed-income, macro, and equity long and short strategies. The fund was founded in 2008 by Nicholas Maounis and Josh Goldstein. The Verition Fund Management Portfolio encompasses 2,745 positions with 2,131 holdings and 614 options. The largest holding by far is SPDR S&P 500 ETF Trust (NYSEARCA:SPY), while in second place is Nvidia (NASDAQ:NVDA). Among other holdings, which are all below 1% of the portfolio, are Berkshire Hathaway Inc. Class B (NYSE:BRK.B), Amazon Inc. (NASDAQ:AMZN),...
Hedge Fund Alpha
A value investor legend along the names like Warren Buffett and Seth Klarman and his four-decade-long career is marked by success. Since 1991 and the inception of his Omega Investments hedge fund, it has managed to generate 12.5% annual returns. In 2018 he converted the hedge fund into a family office. The Leon Cooperman Portfolio is valued at $2.1 billion and is divided among 50 holdings. The largest holding, weighing almost 10% of the portfolio is Mr. Cooper Group (NASDAQ:COOP). It is followed by Energy Transfer LP (NYSE:ET) and Apollo Global Management (NYSE:APO). Recently he significantly ...
Hedge Fund Alpha
You may know Steven Cohen as a founder of SAC Capital which was shut down after one of his top managers was convicted of insider trading. That case came with a record-high fine of $1.8 billion. Or you may know him as the head of a prominent hedge fund Point72 which is one of the industry leaders. Since the inception of the fund in 2018 Steven Cohen’s portfolio grew to $33 billion in assets under management. His portfolio is highly diversified and is made of over 1,300 stocks. The highest weighted holding is Amazon (NASDAQ:AMZN), followed by another stock from the Magnificent Seven group, the M...
Hedge Fund Alpha
Not only a veteran of value investing, John W. Rogers is also the first founder and chairman of today’s largest minority-run mutual fund. Rogers started his company, Ariel Investments LLC in 1983 with only $10 thousand in seed money. Today Roger’s portfolio has 114 holdings valued at $10.04 billion. Among his top holdings are Jones Lang LaSalle Inc. (NYSE:JLL), Mattel (NASDAQ:MAT), Generac Holdings Inc. (NYSE:GNRC), and Carlyle Group Inc. (NASDAQ:CG). Recent significant increases include Generac Holdings and Check Point Software Tech. Regarding trimmings noteworthy are those of Resideo Technol...
Hedge Fund Alpha
Financial markets are divided among different financial investment companies with their unique set of characteristics. Hedge funds were always viewed as a mysterious way to invest mostly due to their limited access to new investors. When something is out of the view of the majority it becomes interesting. That is why one of the most common questions that we ran up to was “Is a hedge fund an investment company”. Hedge funds are investment companies like other types of funds. The difference between them is in the approach and structure of the hedge funds. They pool money from wealthy accredited ...
Hedge Fund Alpha
BlackRock has been a dominant force in the investing world for more than two decades. The fund was founded in 1988 by Larry Fink and a group of partners focusing on fixed-income investing. Today they manage a portfolio worth almost $4 trillion, which makes them the biggest player in the industry. This results in a frequent question that is popping out all over the internet “What does BlackRock Own”? BlackRock’s portfolio consists of 5,374 positions, while the top 8 holdings are Magnificent Seven technology sector stocks (including two classes of Google stocks). The largest holding has been for...
Hedge Fund Alpha
Richard Pzena is a legend in the value investing world. He managed through his long career to spot so many undervalued companies with a potential for major growth. He has a detailed plan for identifying and investing in companies that bring solid returns. In 1996 he founded Pzena Investment Management. Richard Pzena portfolio stocks are valued at $27.3 billion and are divided among 163 holdings. The largest holdings are Cognizant Technology Solutions Corp (NASDAQ:CTSH), Capital One (NYSE:COF), Dow Inc. (NYSE:DOW), and Citigroup Inc. (NYSE:C). Recent new holdings are CVS Health Corp (NYSE:CVS) ...
Hedge Fund Alpha
Ako Capital is a British investment company founded by a legendary Norwegian hedge fund manager Nicolai Tangen. The current CEO of the fund is Patrick Hargreaves. Ako Capital portfolio management aims to own stakes in quality companies for the long-term perspective. They are currently managing a $7.25 billion portfolio spread across 28 holdings. The biggest holding is Alcon Inc which takes almost 8% of the portfolio. It is followed by giants Microsoft, and Visa Class A. Other important holdings include Intercontinental Exchange, Booking Holdings, Accenture Plc Class A, and General Electric. Ak...
Hedge Fund Alpha
Handling investment horizons can be tricky, especially if you are new to trading in the stock market. Investment horizons are categorized into the short and long term. Whether you prefer long-term or short-term investing depends on your goals and strategy. From there, one question that often pops up: What are short term stocks? Short-term stocks are part of a trading strategy that encompasses one year between buying and selling a security. The end goal of this type of short term investment is to earn capital from price fluctuations. Some benefits of short term trading are opportunities for qui...
Hedge Fund Alpha
To continue enjoying content, please agree to our Terms of Use for Users that includes our collection and use of your browsing data, which is incorporated into our Privacy Policy.