#記得打開字幕
美國大型基金每季都要繳交一份文件,說明他們這季的持股狀況,這就是今天要來介紹的 13F。
前投信研究員 podcast 訪談:
▶️ Apple Podcast:https://reurl.cc/629Z3V
▶️ Spotify:https://reurl.cc/8GzoAR
▶️ Google Podcast:https://reurl.cc/oLp1og
Invest With The House:https://www.amazon.com/Invest-House-Hacking-Hedge-Funds-ebook/dp/B01A3L1VEO
這本書主要是回測 2000~2015 跟單可以超過大盤的經理人,有幾個在這幾年表現不好,大家還是要研究一下:
1. Berkshire Hathaway, Warren Buffett, and Charlie Munger
2. Appaloosa Management, David Tepper
3. Ariel Investments, John W. Rogers Jr.
4. Avenir Corporation, Charles Mackall Jr.
5. Barrow, Hanley, Mewhinney & Strauss
6. The Baupost Group, Seth Klarman
7. Chieftain Capital Management/Brave Warrior, Glenn Greenberg
8. Cobalt Capital Management, Wayne Cooperman
9. Eagle Capital Management, Ravenel Boykin Curry
10. Eminence Capital LLC, Ricky Sandler
11. Gardner, Russo, and Gardner
12. Greenlight Capital, David Einhorn
13. LSV Asset Management, Josef Lakonishok
14. PAR Capital Management, Paul A. Reeder III
15. Raiff Partners, Robert Raiff
16. Ruanne, Cuniff & Goldfarb, Sequoia Fund
17. SouthernSun Asset Management, Michael Cook
18. SPO Advisory Corp., John Scully
19. Third Point Management, Dan Loeb
20. Yacktman Asset Management, Donald Yacktman
📺 訂閱頻道看更多投資內容:https://www.youtube.com/channel/UCIBeH-s9UqWnWMUyqBGNqdA?sub_confirmation=1
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