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#1 29/11/2014 15h49 → Who's Who des gestionnaires de fonds value américains... (fonds, gérants, valeur)

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Réputation :   146 

Bonjour,

En partant du site Dataroma (List of renowned value investors - DATAROMA - Value investing), j’ai essayé de trouver des informations sur les gestionnaires de fonds américains valeur.

Alex Roepers

http://www.hbscny.org/images/article_images/950.jpg

Atlantic Investment Management: Atlantic Investment Management - Wikipedia, the free encyclopedia

Allan Mecham

http://cdn1.valuewalk.com/wp-content/uploads/2014/06/Allan-Mecham.jpg

Arlington Capital: Arlington Value Management / Capital

Interview: http://manualofideas.com/members/pmr201 … erview.pdf

Article: http://www.forbes.com/sites/brettarends … n-buffett/

Arnold Van Den Berg

http://cdn1.valuewalk.com/wp-content/uploads/2013/11/Arnold-Van-Den-Berg.jpg

Century Management Advisers: http://centman.com/

https://www.youtube.com/watch?v=euw-7eIiu14

http://www.investmentnews.com/article/2 … anagement#

Bill Ackman

http://www.wyattresearch.com/wp-content/uploads/2014/04/billackman.jpg

Pershing Square Capital Management

Wikipedia: http://en.wikipedia.org/wiki/Pershing_S … Management

Présentation aux étudiants de Saïd / Oxford business school: https://www.youtube.com/watch?v=Lnh0TmyVG9A

Introduction à la finance et à l’investissement par Bill Ackman: https://www.youtube.com/watch?v=WEDIj9JBTC8

Bill Nasgovitz

http://www.heartlandfunds.com/media/Biographies/PortfolioManagerofValueMutualFundsBillNasgovitz.jpg?

Heartland Select Value: http://www.heartlandfunds.com

Brève présentation: http://newsok.com/mutual-fund-manager-b … eed/340407

http://www.heartlandfunds.com/individua … govitz.htm

10 principes de l’investissement valeur: http://www.heartlandfunds.com/individua … esting.htm


Bill Nygren

http://si.wsj.net/public/resources/images/BN-CV864_money0_OZ_20140519125026.jpg

Oakmark Select: http://www.oakmark.com

https://www.youtube.com/watch?v=mkEXX-UXex0

http://online.barrons.com/news/articles … 3262894338

http://www.oakmark.com/Commentary/Comme … Nygren.htm

Bruce Berkowitz

http://investir-et-devenir-libre.com/wp-content/uploads/2014/07/bruce_berkowitz.jpg

Fairholm fund: http://www.fairholmefunds.com/

Article Wikipedia: http://en.wikipedia.org/wiki/Bruce_Berkowitz

Article: http://www.institutionalinvestor.com/Ar … Id=3350989

Interview sur Fairholm: https://www.youtube.com/watch?v=4vRgaDXxdP0

Interview: https://www.youtube.com/watch?v=eERodWmXKrM

Carl Icahn

http://static5.businessinsider.com/image/51f177ae69bedd902d000013/carl-icahn-i-have-made-500-million-on-my-herbalife-position.jpg

Icahn Capital Management: http://www.ielp.com/

Article Wikipedia: http://en.wikipedia.org/wiki/Carl_Icahn

Présentation à Yale: https://www.youtube.com/watch?v=HlfgQ4_7EYA

Carl Icahn vs Bill Ackman: https://www.youtube.com/watch?v=hCZRk1lL90Q

Carl Icahn et Bill Ackman - La réconciliation: https://www.youtube.com/watch?v=y1PYvaCa2o4

Charles Bobrinskoy

http://www.nationalpost.com/cms/binary/797993.jpg?size=620x465

Ariel Focus: https://www.arielinvestments.com/content/view/113/1062/

Interview: http://www.pbs.org/wgbh/pages/frontline … nskoy.html

Profil: http://investing.businessweek.com/resea … icker=INWK

Charlie Munger

http://i2.cdn.turner.com/money/dam/assets/130418174600-charles-munger-university-michigan-gift-620xa.jpg

Wikipedia: https://www.google.com/search?sourceid= … gws_rd=ssl

Interview à l’université du Michigan: https://www.youtube.com/watch?v=K6RS_PqudxU

Christopher Davis

http://static4.businessinsider.com/image/4e01f52e49e2ae8b4d070000/john-paulson-didnt-go-down-alone-looks-like-this-guy-lost-hundreds-of-millions-in-sino-forest-too.jpg

Clipper Fund: http://www.clipperfund.com/

Process: http://clipperfund.com/about/discipline

Selection: http://clipperfund.com/about/discipline/look

Price: http://clipperfund.com/about/discipline/pay

Interview: https://www.youtube.com/watch?v=f03Ym1Fh-n4

Interview: https://www.youtube.com/watch?v=gVPMR28bLNg

Chuck Akre

http://archive.fortune.com/assets/i2.cdn.turner.com/money/galleries/2010/fortune/1003/gallery.star_fund_managers.fortune/images/chuck_akre.jpg

Akre Capital Management: http://www.akrecapital.com/index.html

Philosophy: http://www.akrecapital.com/investment_philosophy.html

Process: http://www.akrecapital.com/process.html

Wikipedia: http://en.wikipedia.org/wiki/Charles_T._Akre

Intérêts composés: https://www.youtube.com/watch?v=eEO5G1SjCeU

Daniel Loeb

http://static.businessinsider.com/image/51ee95ae6bb3f7b44d000004/image.jpg

Third Point: http://www.thirdpoint.com/

Wikipedia: http://en.wikipedia.org/wiki/Daniel_S._Loeb


David Abrams

https://www0.gsb.columbia.edu/students/organizations/cima/img/David%20Abrams%20Picture.JPG

Abrams Capital Management: https://abramscapital.com/

Article: http://online.wsj.com/articles/hedge-fu … 1401747769

David Einhorn

http://www.businesspundit.com/wp-content/uploads/2009/10/David-Einhorn-random-flickr.jpg

Greenlight Capital: https://www.greenlightcapital.com/

Wikipedia: http://en.wikipedia.org/wiki/Greenlight_Capital

Wikipedia: http://en.wikipedia.org/wiki/David_Einhorn_(hedge_fund_manager)

Politique monétaire: https://www.youtube.com/watch?v=L_lyXEkv1-Y

David Katz

http://si.wsj.net/public/resources/images/ON-BD314_DavidK_BA_20140109142253.jpg

Matrix Advisors Value: http://matrixadvisorsvaluefund.com/

David Rolfe

http://si.wsj.net/public/resources/images/IF-AA842_SELL_R_DV_20120731181710.jpg

Wedgewood Partners: http://www.wedgewoodpartners.com/

Parcours: https://www.youtube.com/watch?v=0Om9BbenoW4

Business: https://www.youtube.com/watch?v=NuK_2I07osM

GEICO - Etude de cas: https://www.youtube.com/watch?v=3UHpHExooME

WEDGEWOOD: https://www.youtube.com/watch?v=EO3Ta7KUtDA

SMA manager of the year: http://www.thinkadvisor.com/2013/05/02/ … partners-d

David Tepper

http://upload.wikimedia.org/wikipedia/commons/3/3d/David_Tepper_01.jpg

Appaloosa Management: http://amlp.com/contactus.html

Wikipedia: http://en.wikipedia.org/wiki/David_Tepper

Présentation: https://www.youtube.com/watch?v=gdo_2VT8wHc

David Winters

http://graphics8.nytimes.com/images/2011/03/26/business/dbpix-people-david-winters/dbpix-people-david-winters-articleInline.jpg

Wintergreen Advisers: http://www.wintergreenfund.com/

Wikipedia: http://en.wikipedia.org/wiki/David_J._Winters

Interview: https://www.youtube.com/watch?v=x6I1B3MaTms

Dodge & Cox Team

Dodge & Cox: https://www.dodgeandcox.com/

Wikipedia: http://en.wikipedia.org/wiki/Dodge_%26_Cox

 
Donald Yacktman

http://si.wsj.net/public/resources/images/ON-AX275_QA_Don_G_20120503185425.jpg

Yacktman Focused Fund: http://www.yacktman.com/index.html

Article Barron’s: http://online.barrons.com/news/articles … 07?tesla=y

Article Fortune: http://fortune.com/2012/12/13/don-yackt … s-results/

Présentation à l’université luthérienne du Texas: https://www.youtube.com/watch?v=KWUK_fzVlro

Interest rates: https://www.youtube.com/watch?v=zRcUGdZ3X-0

 
Eddie Lampert

http://b-i.forbesimg.com/briansolomon/files/2013/12/22YS.jpg

RBS Partners

Wikipedia: http://en.wikipedia.org/wiki/Edward_Lampert

       
Francis Chou

http://cdn1.valuewalk.com/wp-content/uploads/2011/12/chou22.jpg

Chou Associates: http://www.choufunds.com/

Article: http://www.theglobeandmail.com/globe-in … e18405672/

Article WSJ: http://online.wsj.com/news/articles/SB1 … 2013974826

 
Glenn Greenberg

http://cdn1.insidermonkey.com/manager-images/glenn-greenberg.2014-03-02.jpg

Brave Warrior Advisors

Article: http://www.hedgefundletters.com/chiefta … -advisors/

Harry Burn

Sound Shore: http://www.soundshorefund.com/qa.asp

 
Howard Marks

http://www.afr.com/rw/2009-2014/AFR/2012/02/01/Photos/c991a6a6-4cbe-11e1-86ca-960b8e9ad70e_HOWARD-MARKS-310112-GM005--236x197.jpg

Oaktree Capital Management: http://www.oaktreecapital.com/

Wikipedia: http://en.wikipedia.org/wiki/Howard_Marks_(investor)

Article: http://knowledge.wharton.upenn.edu/arti … -got-away/

Ian Cumming

http://archive.sltrib.com/images/2010/0905/Pacman-donors_090510~3.jpg

Leucadia National: http://www.leucadia.com/

Wikiepia: http://en.wikipedia.org/wiki/Leucadia_National

Article: http://www.crainsnewyork.com/article/20 … bonus-baby


Irving Kahn

http://cdn.thedailybeast.com/content/dailybeast/articles/2011/08/15/irving-kahn-105-perhaps-world-s-oldest-investment-banker-says-economy-in-downturn-just-a-blip/jcr:content/image.img.2000.jpg/1313810804997.cached.jpg

Kahn Brothers Group: http://www.kahnbrothers.com/

Wikipedia: http://en.wikipedia.org/wiki/Irving_Kahn

Article: http://online.wsj.com/articles/SB100014 … 3337104806


Jean-Marie Eveillard

http://www.kingworldnews.com/kingworldnews/Broadcast/Entries/2010/6/19_Jean-Marie_Eveillard_files/eveillard.jpg

First Eagle U.S. Value: https://www.feim.com/

Wikipedia: http://en.wikipedia.org/wiki/Jean-Marie_Eveillard

Article: http://www.forbes.com/2009/09/12/eveill … gold.html#


Jeffrey Ubben

http://www.kellogg.northwestern.edu/financeconference/Jeff%20Ubben.jpg

ValueAct Capital: http://www.valueact.com/

Article: http://online.wsj.com/articles/valueact … 1403219008


John Rogers

http://cdn1.valuewalk.com/wp-content/uploads/2012/06/john_rogers.jpg

Ariel Appreciation: https://www.arielinvestments.com/

Wikipedia: http://en.wikipedia.org/wiki/John_W._Rogers,_Jr.

Article: http://www.chicagobusiness.com/article/ … n-30-years

 
Kyle Bass

http://3.bp.blogspot.com/-0RrfdBwzSHs/UIKGanQIU0I/AAAAAAAAAQI/YxBOtxf6WP4/s1600/kyle-bass_0.jpg

Hayman Capital Management: http://www.haymancapitalmanagement.com/

Wikipedia: http://en.wikipedia.org/wiki/Kyle_Bass

Article: http://www.advisorperspectives.com/news … n_Asia.php


Leon Cooperman

http://cdn1.valuewalk.com/wp-content/uploads/2012/06/Leon-Cooperman.jpg

Omega Advisors: https://www.omega-advisors.com/

Wikipedia: http://en.wikipedia.org/wiki/Leon_G._Cooperman

Lou Simpson

http://blogs.owu.edu/connect2/files/2013/05/20130509-Simpson.jpg

SQ Advisors

Article: http://investing.kuchita.com/2012/08/28 … d-kicking/

 
Mark Hillman

Hillman Focused: http://www.hillmancapital.com/

 
Mason Hawkins

http://cdn.cnwimg.com/wp-content/uploads/2010/07/mason-hawkins.jpg

Longleaf Partners: http://longleafpartners.com/

Wikipedia: http://en.wikipedia.org/wiki/Mason_Hawkins

Article: https://www.google.com/url?sa=t&rct … 5997,d.ZWU

 
Michael Larson

http://si.wsj.net/public/resources/images/P1-BR364_CASCAD_G_20140918184056.jpg

Bill & Melinda Gates Foundation Trust: http://www.gatesfoundation.org

Wikipedia: http://en.wikipedia.org/wiki/Michael_Larson_(businessman)

Article: http://www.slate.com/blogs/business_ins … t_llc.html

Michael Price

http://i.forbesimg.com/media/lists/people/michael-price_416x416.jpg

MFP Investors

Wikipedia: http://en.wikipedia.org/wiki/Michael_F._Price

 
Mohnish Pabrai

http://cms.outlookindia.com/images/articles/outlookbusiness/2013/2/2/mohnish_pabrai_20130202.jpg

Pabrai Investments: http://www.pabraifunds.com/

Wikipedia: http://en.wikipedia.org/wiki/Mohnish_Pabrai

Article: http://www.investorguide.com/mohnish-pabrai

   
Prem Watsa

http://cdn.cantechletter.com/wp-content/uploads/2012/07/Prem-Watsa.jpg

Fairfax Financial Holdings: http://www.fairfax.ca/corporate.htm

Wikipedia: http://en.wikipedia.org/wiki/Prem_Watsa

Article: http://www.fool.ca/2014/08/06/the-secre … s-success/

 
Richard Pzena

http://static.squarespace.com/static/510ccbbce4b037c811a253b0/t/5207ff03e4b02e34853c2084/1376255748216/richard%20pzena.jpg

Hancock Classic Value: http://www.pzena.com

Article: http://online.barrons.com/articles/SB50 … 3590420672

 
Robert Goldfarb, David Poppe

http://www.cornell1964.org/images/rhodes/Bob%20Goldfarb%20’64%20-s%20crop.jpg

Sequoia: http://www.sequoiafund.com/

Wikipedia: http://en.wikipedia.org/wiki/Robert_Goldfarb

Article: http://www.bloomberg.com/news/2011-12-2 … kings.html

Article: http://dealbook.nytimes.com/2012/04/23/ … ards/?_r=0

 
Robert Olstein

http://howlingwolf.org/wp-content/uploads/2012/06/RAO-Full-Portrait.jpeg

Olstein Value: http://www.olsteinfunds.com/home.html

Article: http://www.businessweek.com/investor/co … 125793.htm


Robert Rodriguez

http://www.fpafunds.com/images/staff-image-library/rodriguez_r.jpg?sfvrsn=0

FPA Capital: http://www.fpafunds.com/

Article: http://www.nytimes.com/2000/12/24/busin … -fund.html
 

Robert Torray

https://www.medstarhealth.org/SiteAssets/Images/About+NRH/Board/399.jpg

Torray: http://www.torray.com/

Article: https://www.google.com/url?sa=t&rct … Pv_ZhAZeyg
 

Robert Zagunis

http://blogs-images.forbes.com/wallaceforbes/files/2011/11/IMG_0061_Spec-6x8-300dpi.jpg

Jensen: https://www.jenseninvestment.com

Article: http://online.barrons.com/articles/SB50 … 3468604166

 
Ronald Muhlenkamp

http://www.businessweek.com/investing/insights/blog/archives/muhlenkamp.jpg

Muhlenkamp: http://www.muhlenkamp.com

Article: http://www.forbes.com/sites/steveforbes … -investor/

 
Sam Peters

http://media.trb.com/media/photo/2013-06/76493459.jpg

ClearBridge Value Trust: http://www.clearbridge.com/about/our_pe … s_Sam.aspx

Article: http://www.fundweb.co.uk/fund-strategy/ … 44.article

 
Seth Klarman

http://graphics8.nytimes.com/images/2007/05/13/business/13klar.1.190.jpg

Baupost Group: https://www.baupost.com/

Wikipedia: http://en.wikipedia.org/wiki/Seth_Klarman

Article: http://www.valuewalk.com/2014/09/seth-k … mplacency/

Stephen Mandel

http://static3.businessinsider.com/image/4db494b0ccd1d5fc7c0f0000-480/steve-mandel.jpg

Lone Pine Capital: http://www.lonepinecapital.com

Wikipedia: http://en.wikipedia.org/wiki/Stephen_Mandel_(hedge_fund_manager)

Article: http://www.hedgefundletters.com/lone-pine-capital/

Steven Romick

http://cdn1.valuewalk.com/wp-content/uploads/2012/03/steve_romick.03.jpg

FPA Crescent Fund: http://www.fpafunds.com/about-us/team/stevenromick

Article: http://www.businessinsider.com/steven-r … ken-2010-7

 
Thomas Gayner

http://www.markel-eagle.com/wp-content/uploads/tom_gayner.jpg

Markel Asset Management

Wikipedia: http://en.wikipedia.org/wiki/Markel_Corporation

Article: http://www.gurufocus.com/news/157847/an … -gurufocus

 
Thomas Russo

http://www.probonoinst.org/wpps/wp-content/uploads/Tom-Russo-Photo-cropped.jpg

Gardner Russo & Gardner: http://www.hedgefundletters.com/gardner-russo/

Wikipedia: http://en.wikipedia.org/wiki/Thomas_A._Russo

Tweedy Browne Team

Tweedy Browne Value: http://www.tweedy.com/

Wallace Weitz

http://si.wsj.net/public/resources/images/ON-AZ884_WallyW_DV_20130129131844.jpg

Weitz Value: https://weitzinvestments.com/

Article: http://www.forbes.com/sites/steveschaef … ll-market/

 
Warren Buffett

http://archive.fortune.com/assets/i2.cdn.turner.com/money/2010/06/15/news/newsmakers/Warren_Buffett_Pledge_Letter.fortune/warren_buffett.top.jpg

Berkshire Hathaway: http://www.berkshirehathaway.com/

Wikipedia: http://en.wikipedia.org/wiki/Warren_Buffett

 
Whitney Tilson

http://dealbreaker.com/uploads/2012/03/Whitney-Tilson.jpg

T2 Partners Management: http://www.t2partnersllc.com/

Wikipedia: http://en.wikipedia.org/wiki/Whitney_Tilson

Article: http://www.gurufocus.com/news/86050/jac … ney-tilson

 
William Frels

http://im.mstar.com/im/videocenter/130103_mairs_part1_largethumb.jpg

Mairs & Power Growth: http://www.mairsandpower.com/

Article: http://www.nytimes.com/2001/03/18/busin … -fund.html

 
William Fries, Connor Browne

http://www.moneymasters.com/images/williamfries.jpg

Thornburg Value: http://www.thornburginvestments.com

Article: http://www.nytimes.com/1999/03/14/busin … -fund.html

 
William Von Mueffling

http://www8.gsb.columbia.edu/sites/default/files/boo/von-mueffling-color-website.jpg

Cantillon Capital Management: https://www.cantillon.com

Article: http://online.wsj.com/articles/SB100014 … 2371451520

Cordialement,

Vauban

Dernière modification par vauban (29/11/2014 15h53)

Mots-clés : fonds, gérants, valeur


"Price is what you pay. Value is what you get.", Warren Buffett

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#2 29/11/2014 18h39 → Who's Who des gestionnaires de fonds value américains... (fonds, gérants, valeur)

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Réputation :   211 

Merci Vauban pour le panorama.

A noter que certains ne sont pas gérants de fonds (Buffett, Lampert, Watsa) mais investisseur via leur propre véhicule d’investissement.

Il manque, l’un des tous meilleurs de sa génération, en la personne de Joel Greenblatt.

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#3 29/11/2014 20h52 → Who's Who des gestionnaires de fonds value américains... (fonds, gérants, valeur)

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Réputation :   104 

Bel inventaire à creuser, certains noms sont nouveaux pour moi

Il ne me semble pas qu’on qualifier Carl Icahn d’investisseur dans la valeur, mais plutôt d’un raider qui à Inspirer le personnage de Gekko dans Wall Street, le dépeceur de la TWA.

Un oubli sans doute James P. O’Shaughnessy.

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#4 19/09/2015 13h37 → Who's Who des gestionnaires de fonds value américains... (fonds, gérants, valeur)

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Réputation :   43 

Il n’y a pas beaucoup de femmes .

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#5 19/09/2015 18h22 → Who's Who des gestionnaires de fonds value américains... (fonds, gérants, valeur)

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Réputation :   211 

Effectivement Stef.

On pourra donc ajouter Laura Templeton, la nièce du célèbre Sir John, et Linda Greenblatt, la soeur du non moins célèbre, Joel Greenblatt.

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#6 19/09/2015 21h01 → Who's Who des gestionnaires de fonds value américains... (fonds, gérants, valeur)

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Réputation :   104 

Geraldine Weiss surnommée "the Grande Dame of Dividends" . Elle voit le dividende comme un coussin de sécurité.

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