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Head-to-head comparison

Joel Greenblatt vs Howard Marks

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Howard Marks
Oaktree Capital
Q9/10
"You can't predict, you can prepare. Second-level thinking."
6 positionsSince 1995

Recent moves — Q4 2025

Latest quarter activity for each manager.

Joel Greenblatt
  • UNHADD +30%
    Adding aggressively on UnitedHealth's pullback.
  • METAADD +10%
    Quality compounder add.
Howard Marks
  • VSTADD +18%
    Adding to Vistra — power demand from AI.
  • PRADD +15%
    Building Permian Resources.
  • TRMDADD +8%
    More Torm shipping.

Data sourced from 13F filings with the SEC. Overlap in top positions is a concrete consensus signal, not investment advice.