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[+5]    #1 29/11/2014 15h49

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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



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

Allan Mecham



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



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

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

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

Bill Ackman



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



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



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



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



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



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



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



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



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



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

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


David Abrams



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

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

David Einhorn



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

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

Wikipedia: http://en.wikipedia.org/wiki/David_Einh … d_manager)

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

David Katz



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

David Rolfe



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



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



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



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



RBS Partners

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

       
Francis Chou



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



Brave Warrior Advisors

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

Harry Burn

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

 
Howard Marks



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



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



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



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



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

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


John Rogers



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



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



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

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

Lou Simpson



SQ Advisors

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

 
Mark Hillman

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

 
Mason Hawkins



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



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

Wikipedia: http://en.wikipedia.org/wiki/Michael_La … sinessman)

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

Michael Price



MFP Investors

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

 
Mohnish Pabrai



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

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

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

   
Prem Watsa



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



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

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

 
Robert Goldfarb, David Poppe



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



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

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


Robert Rodriguez



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

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

Robert Torray



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

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

Robert Zagunis



Jensen: https://www.jenseninvestment.com

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

 
Ronald Muhlenkamp



Muhlenkamp: http://www.muhlenkamp.com

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

 
Sam Peters



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



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



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

Wikipedia: http://en.wikipedia.org/wiki/Stephen_Ma … d_manager)

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

Steven Romick



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

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

 
Thomas Gayner



Markel Asset Management

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

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

 
Thomas Russo



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



Weitz Value: https://weitzinvestments.com/

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

 
Warren Buffett



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

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

 
Whitney Tilson



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



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

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

 
William Fries, Connor Browne



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

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

 
William Von Mueffling



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

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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

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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

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Il n’y a pas beaucoup de femmes .

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#5 19/09/2015 18h22

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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

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

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