In this article, we will learn about Polen Focused Growth Strategy, a long-only mutual fund that specializes in wide moat growth investing. We will dive into the investment team and their process, the characteristics they look for in an investment, their portfolio management philosophy, and a case study on
In the heart of Columbus, Ohio, lies Diamond Hill Capital Management, a mutual fund company with over two decades of history, rooted in the philosophy of long-term value investing. The story began with Ric Dillon, Diamond Hill’s founder. Before founding Diamond Hill, Ric had already made a significant
Not all mutual funds are mere 'closet indexers' and asset gatherers, consistently falling short of their benchmarks. In the heart of San Francisco’s Financial District, near the Embarcadero, lies Artisan International Value, a $44 billion AUM strategy founded by David Samra. The firm has consistently outperformed its
Many of you love to cover hot tech stocks, but you're also aware that technology stocks move in both directions more quickly than other sectors – it ain’t easy. In this article, we will delve into Whale Rock Capital, a $8 billion AUM Boston-based technology hedge fund
In this article, we explore Daniel Loeb’s career: how he built Third Point, a hedge fund known for activism but equally successfully as a traditional event-driven value shop. You will learn about Loeb’s evolution as an activist, a case study on a wildly successful activist investment, the
In 1992, in Arlington, VA, Frank Sands Sr. founded his own investment firm. Having learned under David Babson, a pioneer of growth investing, Sands started with $57 million in assets under management. Through consistent performance, strategic product launches, and thoughtful succession planning, Sands Sr. steadily built the firm. Today, Sands
In this article, we will learn about Soroban Capital, a $11 billion AUM hedge fund with roots in cyclicals and commodities. In the hedge fund land flooded by firms chasing high-growth stocks at any price, some argue that Soroban’s investment style is a dying breed, but Eric Mandelblatt,
Seth Klarman doesn't need an introduction. He is the billionaire founder of Baupost Group and a legendary value investor. While Klarman rarely makes public appearances, he has been active in the media recently due to his role as an editor for the latest edition of "Security Analysis&
Lee Ainslie is the founder of Maverick Capital, a "Tiger Cub" hedge fund. In this article, we explore Ainslie's career, the evolution of Maverick Capital under his leadership, and his perspectives on the future direction of the hedge fund industry. Ainslie received his bachelor’s degree
In this article, we explore Stephen Mandel’s career: how he built Lone Pine Capital, what he means by “investing behind changes”, intel on the firm’s research process and research team and more. Let’s dive in! Intro Stephen Mandel is the billionaire founder of Lone Pine Capital, a
In 1995, two First Boston alumni Brian Higgins and Francis Biondi started a hedge fund inside a windowless office thinking they can launch with $50 million, they started with only $4 million. That humble beginning has turned into a $22 billion big dog credit hedge fund, King Street Capital Management.
Hedge fund land is more of a roller coaster than an actual roller coaster. You can soar to the stratosphere on the way up, only to come crashing down. That’s the story of Glenview Capital. Let’s dive into the long-short hedge fund with a healthcare focus, founded