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  • 1 month later...
Posted

I'm also interested in this. Who are the best young(er) investors? Someone who can compound at good rates for the next decade or two? 

 

I'm trying a new approach, want to allocate a small % to these investors. Every year if they beat my performance, I plan on allocating more to them. If they underperform for 3 years, they're out. Currently I have

 

1. Mohnish (invested in Jan'24) - I like the exposure to markets / companies that I typically don't get. He has underperformed recently, so this is a watch.

2. Ackman - Thinking of starting now. His holdings all look pretty solid (don't see any blowup potential or controversial holdings). Like the recent bet on Nike. Fannie / Freddie are wildcards, 

 

Posted
1 hour ago, Paarslaars said:

Mohnish is 60, Ackman is 58.

You have a strange definition of 'young'. 🙂 

 

 

True, "young" is subjective, but the challenge is that by the time you have a proven track record managing "real" amounts of money you're probably in that "strange definition of young"!

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