Friday, 22 November 2013

Holdings and Picks from Great Value Managers

I'm going to occassionally do write ups on the holdings of managers I respect. Generally you can expect them to be value managers with excellent results. In the future these will be posted in the tab at the top of the page, but I'm putting it in the body of the blog at first for those using readers/feeds.

Arlington Value

Manager Allan Mecham has been beating the S&P 500 for years, and is still in his 30s. He has outperformed by 10% per year, and was up in 2008 during the crisis. He runs the fund with significant concentration.

Arlington Value Q3 2013 changes

Arlington Value's Biggest Holdings Q2 2013

Oceanstone Fund

The Oceanstone fund has been outperforming the S&P by ~30% per annum, and has done it with a concentrated portfolio of deep value picks, and often with a large cash weighting for downside protection.

Oceanstone 2013 Biggest Holdings

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