Value superinvestors: 9 tracked on HoldLens
Buy below intrinsic value. Hold for re-rating or compounding. Margin of safety dominates the position-sizing math.
Patient capital. Concentrated portfolios. Long average holding period.
Indifferent to short-term price action; tolerates multi-year underperformance.
Tracked value investors
- Warren BuffettBerkshire Hathaway
Buy wonderful companies at fair prices. Hold forever.
- Seth KlarmanBaupost Group
Margin of safety. Cash is a position. Patience pays.
- Li LuHimalaya Capital
Long-term value, China expertise, Charlie Munger's protégé.
- Mohnish PabraiPabrai Investment Funds
Heads I win, tails I don't lose much. Cloning the best.
- Prem WatsaFairfax Financial
Value investing with insurance float. The Canadian Buffett.
- Bill NygrenOakmark Funds
Concentrated value. Buy good businesses at a discount to intrinsic value.
- Glenn GreenbergBrave Warrior Advisors
Extreme concentration. 8-10 positions only. High conviction or nothing.
- François RochonGiverny Capital
Buffett-Munger quality compounder investing. Patience. Temperament.
- William von MuefflingCantillon Capital Management
High-quality businesses at reasonable valuations. Global long.