Smart Money
Concentrated value, quietly compounded.
Quality European and global businesses, long-biased.
Sustainability as a quality filter.
Concentrated industrial value with a catalyst.
Extreme concentration in exceptional businesses.
Fundamental long/short across sectors.
Value with a margin of safety, learned the hard way.
Systematic global equity at scale.
Actual investors; growth measured in decades.
Concentrated, activist quality compounders.
A charitable trust compounding patiently in a handful of franchises.
Contrarian value; buy what others will not.
Value with a long horizon; buy the discount to worth.
Quality businesses bought in bad weather.
Growth long/short.
Concentrated small cap quality.
Long horizon, low turnover, high conviction.
Concentrated deep value; ignore the crowd.
Concentrated value, patient capital.
Canadian house, global value discipline.
One of the largest active managers alive.
Activist pressure on undervalued boards.
Disruptive innovation; high-conviction growth.
Growth-tech at scale; long secular winners.
A few irreplaceable businesses, owned forever, with pressure applied.
Quality compounders, bought only when cheap.
Buy durable businesses at value prices.
Compounding machines held for the very long run.
Value and momentum, systematically, whatever the mood.
Deep work, very few names, long holding periods.
Small cap growth and activism.
Contrarian by name and by construction.
Quant pioneers; the machines find the edge.
Event-driven, constructivist value.
Flexible, opportunistic value.
Value with a catalyst, and gold when policy gets loose.
Concentrated fundamental equity.
Value with a catalyst, patiently held.
Engaged small cap ownership.
Focused growth; own the moat, not the market.
Aggressive, opportunistic, macro-aware.
Long-term growth, deeply researched, concentrated.
Patient, contrarian, fundamentally driven value.
Concentrated bets on businesses he understands deeply.
Event-driven value with a risk-arb spine.
American quality, seen from London.
Global value with gold as insurance.
Absolute-return value; capital preservation first.
Deep value, willing to look wrong for years.
Own the business, not the stock; ignore the noise.
Global macro; reflexivity and asymmetric bets.
A handful of high-return businesses, deeply researched.
Small-cap activism with a friendly hand.
Patient, concentrated value in big, boring businesses.
Quiet, concentrated, long-term compounding.
Buy great businesses, hold forever, stay off the treadmill.
Global growth, bottom up.
Classic value: buy the misunderstood, wait.
Small caps that grow into durable franchises.
Companies with a durable competitive advantage.
Global, contrarian, capital cycle driven.
Credit-driven, contrarian, risk-aware value.
The transition to a sustainable economy.
Many small, uncorrelated bets. Never one big one.
Activist value, sale-of-company minded.
The activist boards least want to see.
Only businesses with a decade of high returns on equity.
The magic formula: good businesses at bargain prices, diversified.
Long/short quality across Europe and the US.
Event-driven, merger arbitrage, gold.
Patient value; slow and steady wins the race.
Long/short with a value spine.
Activist in real estate and REITs.
Technology long/short.
Very concentrated, very long term.
Graham-school value, practiced for generations.
Activist; concentrated and vocal.
Contrarian growth at enormous scale.
Multi-strategy, quantitative, market-neutral.
Concentrated, research-driven equity.
Global value from Edinburgh.
Healthcare-heavy value with an activist edge.
Fundamental long/short, Tiger cub discipline.
Value with a macro overlay.
Valuation-led, all cap.
Concentrated value, deep research, long horizons.
Rare, durable brands, held almost forever.
Concentrated global quality.
Deep value in unloved mid caps.
Quality businesses, held for the long run.
The capital cycle, applied patiently.
Growth compounders, public and private.
Systematic long/short, built on signals.
Concentrated value at a discount to appraisal.
Deep-value contrarian; bets against the crowd.
Heads I win, tails I don't lose much.
Value driven by return on shareholder equity.
Constructive activism in quality consumer brands.
Very few bets, held with total conviction.
Principled investing in quality US names.
Moats first. Then price.
The most feared activist in the market.
Macro trader; cut the losers fast, ride the winners.
Technology, media and telecom growth.
Only the highest-quality growth compounders.
Constructive activism in small cap tech.
Insurance float invested with value discipline.
Systematic, model-driven quant investing.
Classic deep value: buy the unloved.
Forensic accounting-driven value.
Fundamental long/short, quality growth.
One decision a year, made properly.
Long/short, quality growth.
The Sequoia tradition: quality at a sensible price.
Absolute return; do not lose money.
Contrarian value with a long time horizon.
International value with a quantitative overlay.
Fundamental long/short with a value tilt.
Activist value; a seat at the table.
Small cap value, owner operators.
Quality growth, deeply researched.
Event-driven and opportunistic.
Margin of safety above all; patience is an edge.
Patient international value.
Quality growth long/short.
Trading edge at scale; hundreds of bets, tightly risked.
Buffett-style value, concentrated.
Buy good companies. Don't overpay. Do nothing.
Safe and cheap; the Whitman school of value.
Buy wonderful businesses and hold for decades.
Global family-controlled brands; capacity to suffer.
Few names, long horizon, owner mindset.
Long-term value, low turnover.
Deep value in overlooked small caps.
Concentrated, low-turnover, quality growth.
The original Graham brokers, still hunting bargains.
Data first, opinion never.
Asia-informed global long/short.
A few dominant, capital-light businesses.
Constructive activism from inside the boardroom.
Real return, concentrated global equity.
Buy quality when price falls below value.
Value with a growth conscience.
Wide-moat businesses at fair prices, held forever.
Technology growth, long and short.
High-return-on-capital businesses, globally.
Consumer and internet long/short.
Quality at a discount; patient and defensive.