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
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 Q1 2014 Update
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 Q1 2014 Update
Oceanstone Q3 2013 Changes
Oceanstone 2013 Biggest Holdings
Hey can you post more about Oceanstone? Looks like a tiny fund managed/owned by a reclusive manager. Impressive performance though. Care you share more information?
ReplyDeleteI'm planning an update article on Oceanstone soon, so definitely check back. Definitely a reclusive value guy, but the performance is borderline unbelievable its so good. I actually originally came across him when researching a stock we both owned. The part I find most impressive is he's been able to keep up with a quickly rising market the last few years while holding a huge amount of cash. That seems like a pretty big benefit, as if the market ever crashes again he'll have huge outperformance and a ton of dry powder to pick up bargains.
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