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Latest Picks from Legendary Hedge Fund Manager Julian Robertson

6已有 63997 次阅读  2012-08-14 10:37   标签div  position  relative  outline 

Julian Robertson is considered the father of hedge funds. He started his hedge fund Tiger Management in 1980 with $8 million, and built the fund all the way to $22 billion in the late 1990s. But his investing philosophy prevented him from participating the tech bubble. He kept losing money in and dissolved his fund. Mr. Robertson also mentored a group of young hedge fund managers, known as the “Tiger Cubs.” A number of them became extremely successful hedge fund managers in their own right, including John Griffin of Blue Ridge Capital, Lee Ainslie of Maverick Capital, Andreas Halvorsen of Viking Global, and Steve Mandel of Lone Pine Capital. They are also included in our List of Gurus.

Today Tiger Management only manages fund from internal investment, mainly Mr. Robertson’s own money.

We have observed that he is buying into beaten down financials AIG and JPMorgan (JPM), but selling out Goldman Sachs. Apple (AAPL) is still his largest position at 16.4% of his portfolio and he is heavy with tech stocks. As of 06/30/2012, Tiger Management owns 31 stocks with a total value of $359 million. These are the details of the buys and sells that have the impact to portfolio of more than 1%.

For the details of Julian Robertson‘s stock buys and sells, go tohttp://www.gurufocus.com/StockBuy.php?GuruName=Julian+Robertson

This is the sector weightings of his portfolio:

Technology35%
Financials24.5%
Consumer Services11.2%
Health Care10.6%
Not Assigned6.5%
Industrials5.4%
Basic Materials2.8%
Oil & Gas0.7%
Consumer Goods0.1%

These are the top 5 holdings of Julian Robertson

  1. Apple Inc. (AAPL) – 100,930 shares, 16.4% of the total portfolio. Shares added by 13.8%
  2. Mastercard Inc (MA) – 50,694 shares, 6.1% of the total portfolio. Shares reduced by 4.34%
  3. Liberty Global Inc. (LBTYA) – 407,595 shares, 5.6% of the total portfolio.
  4. QUALCOMM, Inc. (QCOM) – 341,030 shares, 5.3% of the total portfolio. Shares added by 57.86%
  5. Google Inc (GOOG) – 31,542 shares, 5.1% of the total portfolio.

Here is the complete portfolio of Julian Robertson. Also check out theUndervalued StocksTop Growth Companies, and High Yield stocks of Julian Robertson.

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