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Head-to-head comparison

Joel Greenblatt vs Terry Smith

Joel Greenblatt
Gotham Asset Management
Q8/10
"Buy good companies at cheap prices. Magic Formula."
6 positionsSince 1985
Terry Smith
Fundsmith
Q9/10
"Buy good companies. Don't overpay. Do nothing."
6 positionsSince 2010

Shared conviction

Stocks both managers hold as a top position. Overlap in conviction is a strong consensus signal.

TickerJoel %Terry %
MSFT4.1%11.2%
META3.2%6.5%

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.
Terry Smith
  • MSFTADD +5%
    Quality compounder top-up.
  • METAREDUCE -8%
    Small META trim.

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